We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DAC
951
Dividend Assets Capital
South Carolina
$138K – – –
Jones Financial Companies
952
Jones Financial Companies
Missouri
$137K – – –
CFO
953
CVA Family Office
Colorado
$136K -$3.44K -20 -3%
HA
954
Herold Advisors
New York
$132K +$138K +800 New
AF
955
Arrow Financial
New York
$127K -$4.3K -25 -3%
GI
956
Gradient Investments
Minnesota
$127K +$28.2K +164 +27%
EWM
957
Evermay Wealth Management
Virginia
$123K -$102K -590 -44%
CAL
958
Capital Analysts LLC
Pennsylvania
$123K +$5.51K +32 +5%
SNT
959
Security National Trust
West Virginia
$120K – – –
BCP
960
Blue Chip Partners
Michigan
$120K +$689 +4 +0.6%
BWM
961
Baystate Wealth Management
Massachusetts
$119K +$517 +3 +0.4%
ONST
962
Old North State Trust
North Carolina
$118K – – –
TWA
963
TCI Wealth Advisors
Arizona
$118K +$1.89K +11 +2%
TFS
964
TrustCore Financial Services
Tennessee
$118K +$4.48K +26 +4%
GCM
965
Gables Capital Management
Florida
$116K – – –
AF
966
Advisornet Financial
Minnesota
$115K +$172 +1 +0.1%
ST
967
Smithfield Trust
Pennsylvania
$109K – – –
ATC
968
Adirondack Trust Company
New York
$106K +$3.44K +20 +3%
BCA
969
Berman Capital Advisors
Georgia
$102K +$16.9K +98 +19%
OC
970
Oakworth Capital
Alabama
$99K – – –
RE
971
RBC Europe
United Kingdom
$92.9K +$25.8K +150 +36%
RFA
972
Reilly Financial Advisors
California
$92K -$9.64K -56 -9%
AWM
973
Accel Wealth Management
Iowa
$91K -$25.3K -147 -21%
1IA
974
1834 Investment Advisors
Wisconsin
$91K – – –
GRP
975
Global Retirement Partners
California
$90K +$689 +4 +0.7%