We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CT
701
Caldwell Trust
Florida
$1.79M -$191K -951 -9%
PA
702
PFG Advisors
Arizona
$1.79M +$99.8K +497 +6%
KFP
703
KMG Fiduciary Partners
Ohio
$1.79M -$30.9K -154 -2%
RT
704
Rockland Trust
Massachusetts
$1.78M -$77.1K -384 -4%
FFA
705
First Foundation Advisors
California
$1.78M +$218K +1,088 +13%
CC
706
Courier Capital
New York
$1.77M +$30.1K +150 +2%
VWA
707
Visionary Wealth Advisors
Illinois
$1.77M +$471K +2,346 +34%
VDI
708
Vaughan David Investments
Illinois
$1.76M -$105K -523 -5%
UCI
709
Uncommon Cents Investing
Wisconsin
$1.76M
Vanguard Capital Wealth Advisors
710
Vanguard Capital Wealth Advisors
Colorado
$1.76M +$13.8K +69 +0.8%
RIA
711
Realta Investment Advisors
Delaware
$1.75M +$349K +1,739 +24%
ANTB
712
AMG National Trust Bank
Colorado
$1.75M +$44.2K +220 +2%
WPC
713
White Pine Capital
Minnesota
$1.74M +$147K +733 +9%
WE
714
Wealth Effects
Massachusetts
$1.73M +$68.2K +340 +4%
IHL
715
Investment House LLC
California
$1.73M +$1.81M +9,025 New
BC
716
Bartlett & Co
Ohio
$1.73M -$19.1K -95 -1%
BCWM
717
Bartlett & Co Wealth Management
Ohio
$1.72M -$19.1K -95 -1%
GPCM
718
Granite Point Capital Management
Massachusetts
$1.72M -$201K -1,000 -10%
TNB
719
Thomasville National Bank
Georgia
$1.72M +$14.1K +70 +0.8%
NFSG
720
Newbridge Financial Services Group
Florida
$1.72M -$426K -2,120 -19%
CWA
721
Consilium Wealth Advisory
Texas
$1.72M +$282K +1,405 +19%
S
722
SignatureFD
Georgia
$1.71M +$37.7K +188 +2%
MA
723
Modus Advisors
Minnesota
$1.71M +$255K +1,268 +17%
MWM
724
Midwest Wealth Management
Indiana
$1.71M +$80.3K +400 +5%
CIA
725
Cladis Investment Advisory
Montana
$1.71M +$8.03K +40 +0.5%