We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
501
Geneos Wealth Management
Colorado
$2.11M +$156K +888 +8%
RWA
502
Ropes Wealth Advisors
Massachusetts
$2.1M -$130K -743 -6%
CIAS
503
CFS Investment Advisory Services
New Jersey
$2.09M +$2.12M +12,069 New
AF
504
Alerus Financial
North Dakota
$2.09M +$121K +690 +6%
AF
505
Ally Financial
Michigan
$2.08M
WAM
506
World Asset Management
Michigan
$2.07M -$172K -980 -8%
PG
507
Patten Group
Tennessee
$2.06M +$66.1K +377 +3%
SC
508
Slow Capital
California
$2.06M -$25.4K -145 -1%
MFM
509
MD Financial Management
Ontario, Canada
$2.05M +$301K +1,719 +17%
TYCC
510
Texas Yale Capital Corp
Florida
$2.03M
SNT
511
Security National Trust
West Virginia
$2.02M
PAG
512
Private Advisor Group
New Jersey
$2.02M +$922K +5,258 +82%
AP
513
Advisor Partners
California
$2.02M -$154K -877 -7%
FNT
514
First National Trust
Pennsylvania
$2.01M +$23.7K +135 +1%
CB
515
Community Bank
New York
$2M -$67K -382 -3%
HTC
516
Haverford Trust Company
Pennsylvania
$1.99M -$34.4K -196 -2%
WIA
517
Westbourne Investment Advisors
Maryland
$1.99M +$2.01M +11,462 New
AFM
518
Andesa Financial Management
Pennsylvania
$1.99M -$2.07M -11,818 -51%
CWM
519
Cordatus Wealth Management
Pennsylvania
$1.99M +$2.01M +11,442 New
KRSITF
520
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.98M -$55.7K -318 -3%
Wealthfront Advisers
521
Wealthfront Advisers
California
$1.97M +$932K +5,314 +88%
MCM
522
MV Capital Management
Maryland
$1.95M +$101K +575 +5%
BCB
523
Brian C. Broderick
$1.94M -$1.24M -7,075 -39%
HT
524
Heritage Trust
Oklahoma
$1.94M +$229K +1,305 +13%
NPP
525
New Potomac Partners
Maryland
$1.93M -$14.9K -85 -0.8%