We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1626
Personal CFO Solutions
New Jersey
$870K +$93.6K +320 +12%
RT
1627
Rockland Trust
Massachusetts
$866K +$18.7K +64 +2%
LKIM
1628
Lawson Kroeker Investment Management
Nebraska
$865K +$102K +350 +13%
CWS
1629
Cypress Wealth Services
California
$865K +$66.7K +228 +8%
EAM
1630
EFG Asset Management
Oregon
$861K +$886K +3,029 New
LCGC
1631
Legacy Capital Group California
California
$860K -$24.3K -83 -3%
TPW
1632
Transatlantique Private Wealth
New York
$856K +$38.6K +132 +5%
NCM
1633
Northwest Capital Management
Oregon
$854K
RIA
1634
Richwood Investment Advisors
Ohio
$851K -$113K -385 -11%
SF
1635
Summit Financial
New Jersey
$847K +$1.46K +5 +0.2%
BWA
1636
Burt Wealth Advisors
Maryland
$844K +$62.9K +215 +8%
SAM
1637
Strategy Asset Managers
California
$840K +$7.32K +25 +0.9%
BBI
1638
Baxter Bros Inc
Connecticut
$840K +$8.78K +30 +1%
OFG
1639
Oxford Financial Group
Indiana
$839K -$585 -2 -0.1%
BTWM
1640
Baker Tilly Wealth Management
Wisconsin
$838K +$12.9K +44 +2%
IAS
1641
Insigneo Advisory Services
Florida
$834K +$30.7K +105 +4%
CC
1642
Cipher Capital
New York
$834K -$1.27M -4,355 -60%
CFO
1643
CVA Family Office
Colorado
$832K +$293 +1 +0%
MA
1644
MBA Advisors
Pennsylvania
$829K -$22.8K -78 -3%
GC
1645
Garde Capital
Washington
$829K +$2.05K +7 +0.2%
DCM
1646
DGS Capital Management
New Jersey
$829K -$110K -376 -11%
MA
1647
MJP Associates
Connecticut
$829K +$369K +1,260 +76%
ANBTV
1648
American National Bank & Trust (Virginia)
Virginia
$829K +$853K +2,915 New
FBC
1649
Fairfield, Bush & Co
Connecticut
$828K -$49.5K -169 -5%
1SB
1650
1ST Source Bank
Indiana
$828K -$8.49K -29 -1%