We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1726
Pure Financial Advisors
California
$490K +$18.2K +74 +4%
ITIM
1727
Indiana Trust & Investment Management
Indiana
$490K -$7.12K -29 -1%
CWM
1728
Circle Wealth Management
New Jersey
$489K +$2.7K +11 +0.5%
TSW
1729
Thompson Siegel & Walmsley
Virginia
$489K -$1.47K -6 -0.3%
GEA
1730
Glen Eagle Advisors
New Jersey
$489K +$1.72K +7 +0.3%
SIC
1731
Sterling Investment Counsel
New York
$489K -$98.2K -400 -17%
AP
1732
Advisors Preferred
Maryland
$488K -$61.9K -252 -11%
IAG
1733
Investment Advisory Group
Massachusetts
$488K -$3.93K -16 -0.8%
LCC
1734
Lincoln Capital Corp
Rhode Island
$488K +$24.5K +100 +5%
CFMC
1735
Curbstone Financial Management Corp
New Hampshire
$486K
SNB
1736
Security National Bank
Nebraska
$486K -$58.7K -239 -11%
CT
1737
Columbia Trust
Oregon
$483K -$160K -650 -25%
MC
1738
Middleton & Co
Massachusetts
$483K
1WA
1739
180 Wealth Advisors
Washington
$482K -$5.16K -21 -1%
CCM
1740
Cohen Capital Management
California
$482K
APW
1741
Acima Private Wealth
Virginia
$482K
GB
1742
Goepper Burkhardt
South Carolina
$479K
JIP
1743
Jaffetilchin Investment Partners
Florida
$479K +$270K +1,101 +125%
3F
1744
360 Financial
Minnesota
$476K
PWP
1745
Phillips Wealth Planners
Mississippi
$472K +$485K +1,974 New
ECAM
1746
East Coast Asset Management
Massachusetts
$471K
BWM
1747
BerganKDV Wealth Management
Minnesota
$471K -$46.9K -191 -9%
FSA
1748
Fort Sheridan Advisors
Illinois
$471K +$5.16K +21 +1%
OIS
1749
Okabena Investment Services
Minnesota
$470K +$1.4M +5,702 +10,559%
WCA
1750
Westover Capital Advisors
Delaware
$470K -$36.3K -148 -7%