We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
MA
651
Mutual Advisors
Nebraska
$299K +$27.4K +138 +11%
RT
652
Rockland Trust
Massachusetts
$298K – – –
UW
653
Unique Wealth
Florida
$297K +$9.52K +48 +3%
AWP
654
Ascent Wealth Partners
New York
$297K -$48K -242 -14%
SPA
655
Shore Point Advisors
New Jersey
$296K – – –
MA
656
MONECO Advisors
Connecticut
$296K -$25.6K -129 -8%
BCMO
657
Buckingham Capital Management (Ohio)
Ohio
$296K – – –
SVWAG
658
Sound View Wealth Advisors Group
Georgia
$296K – – –
Capstone Investment Advisors
659
Capstone Investment Advisors
New York
$295K +$124K +624 +72%
WTA
660
Washington Trust Advisors
Massachusetts
$293K – – –
Wedmont Private Capital
661
Wedmont Private Capital
Pennsylvania
$292K +$13.9K +70 +5%
Apella Capital
662
Apella Capital
Connecticut
$290K +$19.8K +100 +7%
CreativeOne Wealth
663
CreativeOne Wealth
Kansas
$289K -$16.3K -82 -5%
GWSG
664
GPS Wealth Strategies Group
Colorado
$285K -$1.78K -9 -0.6%
GWM
665
Gibbs Wealth Management
Georgia
$282K +$284K +1,433 New
NPT
666
Nixon Peabody Trust
Massachusetts
$282K -$98.8K -498 -26%
iA Global Asset Management
667
iA Global Asset Management
Quebec, Canada
$280K -$201K -1,012 -42%
Choate Investment Advisors
668
Choate Investment Advisors
Massachusetts
$278K +$39.7K +200 +17%
SI
669
Seeds Investor
New York
$277K -$36.3K -183 -12%
OA
670
Operose Advisors
Wisconsin
$276K – – –
Stephens Inc
671
Stephens Inc
Arkansas
$275K +$2.58K +13 +0.9%
CX Institutional
672
CX Institutional
Indiana
$274K +$793 +4 +0.3%
Advisors Capital Management
673
Advisors Capital Management
New Jersey
$273K -$2.38K -12 -0.9%
Davenport & Co
674
Davenport & Co
Virginia
$273K +$2.18K +11 +0.8%
SCM
675
Stevens Capital Management
Pennsylvania
$272K +$274K +1,382 New