We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
PA
751
Parallel Advisors
California
$160K +$7.74K +39 +5%
TFA
752
Toth Financial Advisory
Virginia
$152K
EWA
753
EverSource Wealth Advisors
Alabama
$142K +$14.1K +71 +12%
HDIM
754
Hanson & Doremus Investment Management
Vermont
$138K
BBHC
755
Brown Brothers Harriman & Co
New York
$132K +$1.98K +10 +2%
BCWM
756
Bartlett & Co Wealth Management
Ohio
$129K -$1.59K -8 -1%
SAM
757
S.A. Mason
Michigan
$128K -$4.96K -25 -4%
VAG
758
VisionPoint Advisory Group
Texas
$128K +$18.4K +93 +17%
USB
759
Union Savings Bank
Connecticut
$122K
CSWM
760
Cassady Schiller Wealth Management
Ohio
$118K
CCM
761
Chilton Capital Management
Texas
$117K +$44.6K +225 +61%
TFA
762
Transamerica Financial Advisors
Florida
$113K
AAG
763
Armstrong Advisory Group
Massachusetts
$112K
C
764
Covestor
United Kingdom
$110K +$9.52K +48 +9%
PCM
765
Penserra Capital Management
California
$109K +$595 +3 +0.5%
QC
766
Quent Capital
New York
$107K -$2.58K -13 -2%
SIM
767
Sentry Investment Management
Wisconsin
$101K -$20.8K -105 -17%
AA
768
Alta Advisers
United Kingdom
$98.5K
BC
769
Broadwater Capital
Massachusetts
$98.5K
WOC
770
West Oak Capital
California
$98.5K
FNWA
771
Financial Network Wealth Advisors
Utah
$97.5K +$98K +494 New
DFA
772
DHJJ Financial Advisors
Illinois
$96.9K
LWA
773
Lowe Wealth Advisors
Maryland
$96.7K
OWA
774
Opal Wealth Advisors
New York
$96.7K +$97.4K +491 New
LWANC
775
Laurel Wealth Advisors (North Carolina)
North Carolina
$95.2K