We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TDC
851
Thompson Davis & Co
Virginia
$69K -$2.59K -21 -4%
SIA
852
SeaBridge Investment Advisors
New Jersey
$66K
WA
853
WealthTrust-Arizona
Arizona
$64K
AssetMark Inc
854
AssetMark Inc
California
$63K -$20.8K -169 -26%
MSFP
855
Mark Sheptoff Financial Planning
Connecticut
$63K
CPIG
856
Chicago Partners Investment Group
Illinois
$63K +$37K +300 +167%
DBT
857
Dubuque Bank & Trust
Iowa
$63K +$59.3K +481 New
WP
858
WealthPLAN Partners
Nebraska
$62K +$117K +948 New
SGAM
859
Smith Group Asset Management
Texas
$60K -$9K -73 -14%
GWM
860
Geneos Wealth Management
Colorado
$56K
ZB
861
Zions Bancorporation
Utah
$55K -$5.3K -43 -9%
SSB
862
Sandy Spring Bank
Maryland
$53K -$8.75K -71 -15%
SIG
863
Schooner Investment Group
Pennsylvania
$52K -$247K -2,000 -83%
SAM
864
Sunnymeath Asset Management
New Jersey
$52K -$33.3K -270 -40%
KA
865
Klingman & Associates
New York
$51K
ADL
866
Asset Dedication LLC
California
$50K -$26.7K -217 -36%
VCM
867
Versant Capital Management
Arizona
$50K -$1.23K -10 -3%
DAM
868
Delta Asset Management
Tennessee
$50K +$12.3K +100 +35%
JWA
869
JFS Wealth Advisors
Pennsylvania
$49K -$3.45K -28 -7%
KLWA
870
Kelly Lawrence W & Associates
California
$49K +$46.2K +375 New
MPWT
871
MassMutual Private Wealth & Trust
Connecticut
$48.9K -$46.8K -380 -50%
CAM
872
ClariVest Asset Management
California
$48K
CF
873
CenterStar Fund
Illinois
$43K
SWA
874
Sutton Wealth Advisors
Florida
$39.3K
CCM
875
Cribstone Capital Management
Maine
$39K +$36.5K +296 New