We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
APW
801
Acima Private Wealth
Virginia
$256K
AP
802
Appleton Partners
Massachusetts
$255K -$28K -104 -10%
MBT
803
Montecito Bank & Trust
California
$255K -$26.4K -98 -10%
PGWM
804
Parisi Gray Wealth Management
New Jersey
$255K
KFI
805
Key Financial Inc
Pennsylvania
$253K +$111K +411 +83%
TIA
806
Tiemann Investment Advisors
California
$252K -$6.74K -25 -3%
FBT
807
First Bank & Trust
South Dakota
$250K -$13.8K -51 -5%
IWM
808
IHT Wealth Management
Illinois
$249K -$11.6K -43 -5%
SWA
809
Sutton Wealth Advisors
Florida
$249K +$1.08K +4 +0.5%
CCM
810
Coldstream Capital Management
Washington
$248K -$53.7K -199 -18%
BHWM
811
Bar Harbor Wealth Management
New Hampshire
$248K -$36.7K -136 -13%
LCP
812
Legacy Capital Partners
Wisconsin
$246K
LFASL
813
Lugano Financial Advisors SA (LFA)
Switzerland
$246K +$237K +880 New
Verition Fund Management
814
Verition Fund Management
Connecticut
$245K -$113K -418 -32%
BAIA
815
Bel Air Investment Advisors
California
$243K +$234K +867 New
EHC
816
Everett Harris & Co
California
$241K
WA
817
WealthTrust Axiom
Pennsylvania
$240K
MAFM
818
Mid Atlantic Financial Management
Pennsylvania
$239K -$14.8K -55 -6%
AA
819
Auxano Advisors
Washington
$239K +$231K +856 New
RIG
820
RiverFront Investment Group
Virginia
$238K +$8.63K +32 +4%
BAM
821
Barrett Asset Management
New York
$237K +$53.4K +198 +30%
BBA
822
BLB&B Advisors
Pennsylvania
$236K -$58K -215 -20%
EB
823
Eastern Bank
Massachusetts
$235K -$4.85K -18 -2%
HI
824
Humankind Investments
New York
$235K +$227K +841 New
CG
825
Colony Group
Massachusetts
$234K -$1.35K -5 -0.6%