We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
751
Selective Wealth Management
Virginia
$274K +$52.1K +159 +20%
TFS
752
Thoroughbred Financial Services
Tennessee
$273K -$55.7K -170 -15%
KA
753
Kercheville Advisors
Texas
$272K -$65.5K -200 -17%
SIC
754
Sigma Investment Counselors
Michigan
$271K -$69.8K -213 -18%
NCMW
755
Northern Capital Management (Washington)
Washington
$268K – – –
APG
756
Abacus Planning Group
South Carolina
$264K +$48.2K +147 +19%
OPCM
757
Osborne Partners Capital Management
California
$262K – – –
IDBONY
758
Israel Discount Bank of New York
New York
$260K +$301K +918 New
APW
759
Acima Private Wealth
Virginia
$259K – – –
Koshinski Asset Management
760
Koshinski Asset Management
Illinois
$259K +$8.85K +27 +3%
CA
761
Cetera Advisors
Colorado
$258K -$52.8K -161 -15%
NB
762
NBT Bank
New York
$256K -$8.19K -25 -3%
FCH
763
Freestone Capital Holdings
Washington
$254K -$7.87K -24 -3%
CWM
764
Cedar Wealth Management
California
$254K – – –
SWA
765
Sutton Wealth Advisors
Florida
$252K -$656 -2 -0.2%
CCG
766
Cypress Capital Group
Florida
$251K -$801K -2,444 -73%
PFO
767
Pathstone Family Office
New Jersey
$251K -$3.28K -10 -1%
WA
768
Waddell & Associates
Tennessee
$251K – – –
CAM
769
Columbia Asset Management
Michigan
$250K -$261K -795 -47%
FBT
770
First Bank & Trust
South Dakota
$250K -$3.93K -12 -1%
LWAC
771
Laurel Wealth Advisors (California)
California
$249K -$8.52K -26 -3%
LFASL
772
Lugano Financial Advisors SA (LFA)
Switzerland
$249K – – –
AA
773
Auxano Advisors
Washington
$248K – – –
JIC
774
Joel Isaacson & Co
New York
$248K – – –
B
775
Bailard
California
$248K +$287K +877 New