We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
701
Cerity Partners OCIO
New York
$201K -$3.39K -109 -2%
PCA
702
Peddock Capital Advisors
Massachusetts
$201K -$3.39K -109 -2%
AP
703
Advisor Partners
California
$201K +$204K +6,549 New
SFSIG
704
San Francisco Sentry Investment Group
California
$201K +$204K +6,550 New
CNBT
705
Canandaigua National Bank & Trust
New York
$201K +$204K +6,556 New
HI
706
Hudock Inc
Pennsylvania
$197K -$7.56K -243 -4%
Carson Wealth (CWM LLC)
707
Carson Wealth (CWM LLC)
Nebraska
$186K +$95.4K +3,067 +102%
VIA
708
Vantage Investment Advisors
Pennsylvania
$185K -$3.14K -101 -2%
GWS
709
Glassman Wealth Services
Virginia
$184K -$3.11K -100 -2%
MBT
710
Monroe Bank & Trust
Michigan
$184K -$3.11K -100 -2%
SSB
711
Sandy Spring Bank
Maryland
$183K -$3.11K -100 -2%
MA
712
MCF Advisors
Kentucky
$183K -$3.08K -99 -2%
HFM
713
Hartford Financial Management
Connecticut
$183K +$14.7K +474 +9%
AWM
714
Avior Wealth Management
Nebraska
$178K -$374K -12,029 -68%
CBT
715
Capital Bank & Trust
California
$176K +$178K +5,723 New
BPC
716
Banque Pictet & Cie
Switzerland
$170K -$52.9K -1,701 -5%
JWA
717
JFS Wealth Advisors
Pennsylvania
$169K -$29.9K -960 -15%
RCM
718
Riverhead Capital Management
Delaware
$168K -$2.83K -91 -2%
PA
719
Parallel Advisors
California
$168K +$13.6K +436 +9%
WAS
720
WESPAC Advisors SoCal
California
$166K +$778 +25 +0.5%
CPIG
721
Chicago Partners Investment Group
Illinois
$166K +$108K +3,465 +204%
PFGIA
722
Patriot Financial Group Insurance Agency
Massachusetts
$165K -$5.63K -181 -3%
UWPG
723
Ullmann Wealth Partners Group
Florida
$164K -$2.77K -89 -2%
GRP
724
Global Retirement Partners
California
$163K +$7.93K +255 +5%
JFGIW
725
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$162K -$778 -25 -0.5%