We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VCA
901
Verdence Capital Advisors
Maryland
$282K +$21.6K +97 +8%
TTWM
902
TCV Trust & Wealth Management
Virginia
$281K – – –
IEFM
903
IQ EQ Fund Management
Ireland
$280K – – –
IWS
904
Insight Wealth Strategies
California
$280K +$14K +63 +5%
PFA
905
Pure Financial Advisors
California
$280K +$296K +1,330 New
CL
906
CPWM LLC
Washington
$279K -$2K -9 -0.7%
EB
907
Eastern Bank
Massachusetts
$278K -$1.11K -5 -0.4%
WOC
908
West Oak Capital
California
$278K – – –
CG
909
Cutler Group
California
$277K -$336K -1,507 -53%
BP
910
Ballentine Partners
Massachusetts
$277K -$270K -1,214 -48%
AWM
911
Aberdeen Wealth Management
Illinois
$276K -$20.5K -92 -7%
NSB
912
Norway Savings Bank
Maine
$276K – – –
CIA
913
Choate Investment Advisors
Massachusetts
$275K – – –
AA
914
ALPS Advisors
Colorado
$271K +$59.5K +267 +26%
CA
915
Callahan Advisors
Texas
$269K +$223 +1 +0.1%
PP
916
Palladium Partners
Virginia
$267K – – –
AW
917
ACG Wealth
Georgia
$266K – – –
FCH
918
Freestone Capital Holdings
Washington
$265K -$18.3K -82 -6%
ABC
919
Associated Banc-Corp
Wisconsin
$265K -$5.34K -24 -2%
SAM
920
Silvercrest Asset Management
New York
$264K +$280K +1,257 New
PFM
921
Parsec Financial Management
North Carolina
$263K +$31.2K +140 +13%
CCP
922
Corient Capital Partners
California
$261K -$4.23K -19 -2%
EFS
923
Essex Financial Services
Connecticut
$261K +$24.1K +108 +10%
RP
924
Rice Partnership
Hawaii
$260K -$5.57K -25 -2%
GIM
925
Goelzer Investment Management
Indiana
$260K – – –