We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SC
801
Saturna Capital
Washington
$246K -$24.7K -185 -10%
WC
802
Waterloo Capital
Texas
$246K +$230K +1,725 New
HBWM
803
Hollow Brook Wealth Management
New York
$244K
RZH
804
Relyea Zuckerberg Hanson
Connecticut
$244K +$228K +1,708 New
PA
805
Profund Advisors
Maryland
$243K +$227K +1,703 New
HCM
806
Howland Capital Management
Massachusetts
$242K
CCB
807
Country Club Bank
Missouri
$242K
MA
808
MONECO Advisors
Connecticut
$236K +$221K +1,655 New
XF
809
XML Financial
Maryland
$236K +$3.73K +28 +2%
IAS
810
Insigneo Advisory Services
Florida
$236K +$220K +1,653 New
IIA
811
Integral Investment Advisors
California
$235K -$800 -6 -0.4%
SW
812
SVB Wealth
Massachusetts
$234K -$47.7K -358 -18%
N
813
Natixis
France
$233K -$526K -3,947 -71%
FWP
814
FAS Wealth Partners
Kansas
$228K
WPP
815
Whalerock Point Partners
Rhode Island
$227K
DWM
816
Dakota Wealth Management
Florida
$226K -$141K -1,058 -40%
PA
817
Procyon Advisors
Connecticut
$226K +$1.33K +10 +0.6%
AMG
818
Advisors Management Group
Wisconsin
$225K +$800 +6 +0.4%
SPC
819
Stewart & Patten Company
California
$224K
IPWA
820
International Private Wealth Advisors
California
$223K +$208K +1,562 New
MOS
821
MGO One Seven
Ohio
$222K -$11.5K -86 -5%
BFS
822
Bradley Foster & Sargent
Connecticut
$222K -$553K -4,149 -73%
MMG
823
Monetary Management Group
Missouri
$221K
QCM
824
Quantinno Capital Management
New York
$221K -$1.07M -8,047 -84%
AA
825
Addison Advisors
Vermont
$221K