We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
851
Carroll Financial Associates
North Carolina
$105K -$1.4K -6 -1%
LPIC
852
LeJeune Puetz Investment Counsel
Michigan
$105K
DWA
853
Dougherty Wealth Advisers
Minnesota
$100K
SFSIG
854
San Francisco Sentry Investment Group
California
$98K
RFWA
855
RPg Family Wealth Advisory
Massachusetts
$97.1K
CLOS
856
Compagnie Lombard Odier SCmA
Switzerland
$94K
GWS
857
Glassman Wealth Services
Virginia
$93K -$233 -1 -0.2%
BWP
858
Baldwin Wealth Partners
Massachusetts
$93K
ADL
859
Asset Dedication LLC
California
$92K -$4.89K -21 -5%
TSW
860
Thompson Siegel & Walmsley
Virginia
$92K
RA
861
Rational Advisors
New York
$86K -$33.5K -144 -28%
HPC
862
HM Payson & Co
Maine
$85K -$145K -624 -63%
AssetMark Inc
863
AssetMark Inc
California
$84K +$10.5K +45 +14%
OIA
864
Optimum Investment Advisors
Illinois
$83K -$34.9K -150 -30%
LWM
865
Lenox Wealth Management
Ohio
$83K +$44.2K +190 +114%
PCTC
866
Perkins Coie Trust Company
Washington
$81K
FCA
867
FinTrust Capital Advisors
South Carolina
$79K +$21.2K +91 +37%
AIM
868
AIA Investment Management
Singapore
$79K +$79.2K +340 New
AIC
869
Archer Investment Corporation
Indiana
$76K +$6.05K +26 +9%
SQA
870
Simon Quick Advisors
New Jersey
$75K +$9.78K +42 +15%
PMFA
871
Plante Moran Financial Advisors
Michigan
$72K +$9.55K +41 +15%
SIAS
872
Shine Investment Advisory Services
Colorado
$68K
CHC
873
City Holding Co
West Virginia
$64K
SIM
874
Sonora Investment Management
Arizona
$64K
ZB
875
Zions Bancorporation
Utah
$62K -$699 -3 -1%