We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
701
Cornerstone Wealth Management
Missouri
$495K -$211K -1,089 -28%
HBT
702
Hills Bank & Trust
Iowa
$495K -$29.9K -154 -5%
VFA
703
Voya Financial Advisors
Connecticut
$490K +$11.4K +59 +2%
RG
704
Rikoon Group
New Mexico
$489K
RIM
705
Regent Investment Management
Kentucky
$488K
SPIA
706
Steward Partners Investment Advisory
New York
$487K -$14.4K -74 -3%
DBG
707
De Burlo Group
Massachusetts
$485K
MIA
708
MainStreet Investment Advisors
Illinois
$482K +$528K +2,721 New
BWM
709
BerganKDV Wealth Management
Minnesota
$478K -$22.7K -117 -4%
BSW
710
Buckingham Strategic Wealth
Missouri
$473K +$94.1K +485 +22%
ACI
711
Alpha Cubed Investments
California
$468K +$4.66K +24 +0.9%
EWM
712
Evercore Wealth Management
New York
$468K +$5.04K +26 +1%
CGL
713
Clarius Group LLC
Washington
$464K +$71.6K +369 +16%
FQ
714
First Quadrant
California
$462K +$253K +1,306 +100%
AIP
715
Almanack Investment Partners
Pennsylvania
$460K +$503K +2,595 New
GRP
716
Global Retirement Partners
California
$459K
WAM
717
Wealthspire Advisors (Maryland)
Maryland
$453K -$78.4K -404 -14%
TCOT
718
Trust Company of Toledo
Ohio
$446K -$194 -1 -0%
BMC
719
Beaton Management Company
Massachusetts
$443K
CPA
720
Capital Planning Advisors
California
$443K
PC
721
PA Capital
Virginia
$442K +$484K +2,495 New
CA
722
Cetera Advisors
Colorado
$440K -$10.7K -55 -2%
OI
723
Oakbrook Investments
Illinois
$439K -$921K -4,748 -66%
PWLP
724
Prio Wealth Limited Partnership
Massachusetts
$425K
MME
725
Meag Munich Ergo
Germany
$423K -$813K -4,193 -64%