We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
651
Shepherd Financial Partners
Massachusetts
$874K +$2.26K +10 +0.3%
SOAMC
652
Spirit of America Management Corp
New York
$870K
SMC
653
Smith, Moore & Co
Missouri
$868K +$91.9K +406 +13%
KFP
654
KB Financial Partners
New Jersey
$868K +$766K +3,382 +2,141%
V
655
Veritable
Delaware
$866K -$472K -2,086 -37%
RA
656
RFG Advisory
Alabama
$859K +$13.1K +58 +2%
Bank Julius Baer & Co
657
Bank Julius Baer & Co
Switzerland
$851K -$5.89K -26 -0.7%
MC
658
Moors & Cabot
Massachusetts
$848K -$2.04K -9 -0.3%
RT
659
Rockland Trust
Massachusetts
$842K +$1.36K +6 +0.2%
LSA
660
Leonteq Securities AG
Switzerland
$840K -$982K -4,338 -56%
SPIA
661
Steward Partners Investment Advisory
New York
$839K -$29.4K -130 -4%
IAIM
662
International Assets Investment Management
Florida
$835K +$150K +664 +24%
CG
663
Cynosure Group
Utah
$831K +$767K +3,388 New
WBCM
664
Wilson & Boucher Capital Management
California
$830K
SS
665
Sunbelt Securities
Texas
$828K +$23.3K +103 +3%
GPA
666
Garrison Point Advisors
California
$827K -$1.13K -5 -0.1%
STAS
667
Strong Tower Advisory Services
Minnesota
$827K +$41.4K +183 +6%
GVAG
668
Great Valley Advisor Group
Delaware
$825K +$50K +221 +7%
AS
669
Altshuler Shaham
Israel
$823K -$101K -448 -12%
CASB
670
Cape Ann Savings Bank
Massachusetts
$822K +$64.5K +285 +9%
GIA
671
Guyasuta Investment Advisors
Pennsylvania
$820K -$11.3K -50 -1%
HCA
672
Harbor Capital Advisors
Illinois
$820K
VI
673
Vestcor Inc
New Brunswick, Canada
$816K
FCA
674
FLC Capital Advisors
California
$815K +$154K +680 +26%
TWD
675
True Wealth Design
Ohio
$813K -$679 -3 -0.1%