We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LGA
451
Lebenthal Global Advisors
New York
$788K -$371K -9,468 -36%
LBWM
452
Left Brain Wealth Management
Illinois
$787K
AHL
453
Abel Hall LLC
Louisiana
$786K -$190K -4,854 -23%
VPP
454
Vertex Planning Partners
Illinois
$786K -$171K -4,365 -21%
PFA
455
Pure Financial Advisors
California
$785K +$23.4K +598 +4%
SMWM
456
Silvia McColl Wealth Management
California
$783K
GWM
457
Gibbs Wealth Management
Georgia
$781K +$651K +16,621 New
AIP
458
ARS Investment Partners
New York
$780K
MFIM
459
Mesirow Financial Investment Management
Illinois
$778K -$28.1K -717 -4%
JIC
460
Johnson Investment Counsel
Ohio
$770K -$61.9K -1,579 -9%
MCM
461
Monarch Capital Management
Indiana
$769K -$37.2K -950 -5%
Bessemer Group
462
Bessemer Group
New Jersey
$768K -$26.2K -669 -4%
AIIMS
463
Analyst IMS Investment Management Services
Israel
$759K
BFIM
464
Beese Fulmer Investment Management
Ohio
$748K -$5.13K -131 -0.8%
CCG
465
Coastwise Capital Group
California
$746K +$4.54K +116 +0.7%
AAP
466
Arax Advisory Partners
Colorado
$741K -$1.52M -38,740 -71%
Fifth Third Bancorp
467
Fifth Third Bancorp
Ohio
$741K +$26.4K +674 +4%
BG
468
Bellevue Group
Switzerland
$735K +$613K +15,644 New
SWP
469
Sagespring Wealth Partners
Tennessee
$735K +$102K +2,609 +20%
SW
470
SVB Wealth
Massachusetts
$735K -$12.1K -310 -2%
WSC
471
Wellington Shields & Co
New York
$734K -$39.2K -1,000 -6%
DAS
472
Dynamic Advisor Solutions
Arizona
$734K -$36.6K -933 -6%
SF
473
Summit Financial
New Jersey
$727K -$93.9K -2,398 -13%
GD
474
Grandfield & Dodd
New York
$725K +$111K +2,826 +22%
BFS
475
Burrus Financial Services
Utah
$725K -$131K -3,347 -18%