We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
726
TRUE Private Wealth Advisors
Oregon
$313K +$14.3K +100 +5%
LA
727
Lifeworks Advisors
Michigan
$311K +$315K +2,207 New
HSA
728
HBK Sorce Advisory
Pennsylvania
$305K -$269K -1,886 -47%
TAM
729
Townsend Asset Management
North Carolina
$305K +$1K +7 +0.3%
AMCA
730
Arthur M. Cohen & Associates
Illinois
$304K
RPC
731
Rossmore Private Capital
Connecticut
$303K
CCG
732
Coastwise Capital Group
California
$303K +$1.71K +12 +0.6%
CP
733
Camelot Portfolios
Ohio
$303K +$307K +2,147 New
CFG
734
Citizens Financial Group
Rhode Island
$302K -$50K -350 -14%
KMWM
735
Keudell/Morrison Wealth Management
Oregon
$299K +$303K +2,119 New
GCP
736
GSA Capital Partners
United Kingdom
$298K +$302K +2,113 New
RMDI
737
R.M. Davis Inc
Maine
$297K -$103K -721 -25%
RB
738
Renasant Bank
Mississippi
$295K +$298K +2,088 New
Fayez Sarofim & Co
739
Fayez Sarofim & Co
Texas
$294K -$17.1K -120 -5%
CA
740
CapWealth Advisors
Tennessee
$294K -$16.4K -115 -5%
BCCM
741
Bridge Creek Capital Management
Massachusetts
$293K
ECAM
742
East Coast Asset Management
Massachusetts
$293K
PFM
743
Parsec Financial Management
North Carolina
$291K
IF
744
Intrua Financial
Texas
$290K +$33.1K +232 +13%
SCM
745
Stevens Capital Management
Pennsylvania
$289K +$293K +2,049 New
HKIMG
746
Hutchens & Kramer Investment Management Group
Indiana
$288K
VFA
747
Valeo Financial Advisors
Indiana
$288K +$27.6K +193 +10%
ZCM
748
Ziegler Capital Management
Illinois
$288K +$291K +2,040 New
FFBTD
749
First Financial Bank - Trust Division
Ohio
$285K -$14.3K -100 -5%
ASBI
750
American State Bank (Iowa)
Iowa
$284K