We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
701
MAI Capital Management
Ohio
$269K -$22.1K -86 -7%
LNC
702
Lincoln National Corp
Pennsylvania
$269K +$9.26K +36 +3%
DT
703
Diversified Trust
Tennessee
$268K -$70.5K -274 -20%
VCG
704
Vantage Consulting Group
Virginia
$268K +$78.4K +305 +38%
SA
705
Syntax Advisors
New York
$268K +$287K +1,118 New
SC
706
Savant Capital
Illinois
$267K -$32.9K -128 -10%
IWM
707
IHT Wealth Management
Illinois
$267K -$8.48K -33 -3%
CC
708
Courier Capital
New York
$265K
CA
709
Cullinan Associates
Kentucky
$264K -$682K -2,654 -71%
WJWM
710
Williams Jones Wealth Management
New York
$263K -$6.43K -25 -2%
IA
711
IFG Advisory
Georgia
$260K
IAA
712
Independent Advisor Alliance
North Carolina
$259K -$82.3K -320 -23%
NHC
713
Nicholas Hoffman & Company
Georgia
$258K +$13.6K +53 +5%
MPM
714
MBB Public Markets
Illinois
$254K +$273K +1,060 New
NFSG
715
Newbridge Financial Services Group
Florida
$251K +$64.3K +250 +31%
YWP
716
YorkBridge Wealth Partners
New York
$249K -$771 -3 -0.3%
GC
717
Gratus Capital
Georgia
$249K +$514 +2 +0.2%
MPI
718
Mairs & Power Inc
Minnesota
$246K
FCH
719
Freestone Capital Holdings
Washington
$246K +$32.4K +126 +14%
CT
720
Caldwell Trust
Florida
$245K -$9K -35 -3%
NSAM
721
North Star Asset Management
Wisconsin
$245K
CWM
722
Calamos Wealth Management
Illinois
$244K +$261K +1,017 New
PHAM
723
Palisades Hudson Asset Management
Florida
$243K
MAC
724
Mason & Associates (California)
California
$243K +$260K +1,013 New
IC
725
IEQ Capital
California
$241K -$282K -1,097 -52%