We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
676
FineMark National Bank & Trust
Florida
$520K +$32.3K +177 +7%
LWAC
677
Laurel Wealth Advisors (California)
California
$518K -$23.9K -131 -4%
BSW
678
Buckingham Strategic Wealth
Missouri
$517K -$73.6K -403 -12%
TSS
679
Two Sigma Securities
New York
$516K +$524K +2,870 New
PBO
680
Peoples Bank (Ohio)
Ohio
$512K +$86.5K +474 +20%
VI
681
Versor Investments
New York
$511K +$518K +2,838 New
IP
682
Intellectus Partners
California
$509K -$53.5K -293 -9%
SC
683
Schulhoff & Co
Ohio
$506K -$16.4K -90 -3%
ACA
684
Affinity Capital Advisors
California
$503K +$183 +1 +0%
CFS
685
CRA Financial Services
New Jersey
$499K +$18.3K +100 +4%
HIIFS
686
Harel Insurance Investments & Financial Services
Israel
$495K -$110K -600 -42%
BFC
687
Bedel Financial Consulting
Indiana
$495K – – –
AWM
688
Altium Wealth Management
New York
$488K -$14.1K -77 -3%
UAS
689
United Asset Strategies
New York
$485K +$11.9K +65 +2%
MCP
690
Martin Capital Partners
Oregon
$484K +$11.3K +62 +2%
MCM
691
MAI Capital Management
Ohio
$482K +$87.8K +481 +22%
SPC
692
Stewart & Patten Company
California
$480K -$18.3K -100 -4%
GWSG
693
GPS Wealth Strategies Group
Colorado
$480K -$11.5K -63 -2%
Vontobel Holding
694
Vontobel Holding
Switzerland
$479K -$160K -877 -25%
JFA
695
Johanson Financial Advisors
California
$479K -$34.3K -188 -7%
CAM
696
Carret Asset Management
New York
$477K – – –
RPC
697
Rossmore Private Capital
Connecticut
$477K – – –
TPWA
698
TRUE Private Wealth Advisors
Oregon
$470K -$21.9K -120 -4%
SCM
699
Schnieders Capital Management
California
$468K -$3.65K -20 -0.8%
BWP
700
Baldwin Wealth Partners
Massachusetts
$468K – – –