We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IAP
776
Indie Asset Partners
Indiana
$422K +$213 +1 +0%
BP
777
Ballentine Partners
Massachusetts
$421K +$37.9K +178 +9%
PT
778
Plimoth Trust
Massachusetts
$418K -$291K -1,368 -40%
ECM
779
Evergreen Capital Management
Washington
$418K +$63.2K +297 +17%
TPWM
780
Twelve Points Wealth Management
Massachusetts
$415K +$21.9K +103 +5%
CGL
781
Clarius Group LLC
Washington
$414K +$52.6K +247 +14%
MA
782
Mutual Advisors
Nebraska
$413K -$51.1K -240 -11%
CWM
783
Concentric Wealth Management
California
$412K – – –
EWS
784
Evergreen Wealth Solutions
Pennsylvania
$410K +$109K +510 +34%
CAM
785
Cozad Asset Management
Illinois
$409K -$89.8K -422 -17%
TIA
786
Tiemann Investment Advisors
California
$409K +$2.13K +10 +0.5%
BFS
787
Bradley Foster & Sargent
Connecticut
$408K -$95.7K -450 -18%
EVM
788
Evelyn V. Moreno
$407K – – –
IC
789
Inverness Counsel
New York
$407K +$426K +2,000 New
PFPT
790
Pinnacle Financial Partners (Tennessee)
Tennessee
$406K +$168K +790 +65%
SLA
791
Silver Lake Advisory
Utah
$404K +$2.55K +12 +0.6%
AIP
792
Ameritas Investment Partners
Nebraska
$400K -$17.2K -81 -4%
WWM
793
Windsor Wealth Management
Indiana
$399K – – –
OIA
794
OneDigital Investment Advisors
Kansas
$399K +$417K +1,962 New
WFA
795
Wipfli Financial Advisors
Wisconsin
$398K +$417K +1,958 New
PIM
796
Provident Investment Management
Michigan
$396K – – –
NHC
797
Nicholas Hoffman & Company
Georgia
$396K +$851 +4 +0.2%
SBH
798
Segall Bryant & Hamill
Illinois
$395K – – –
ESB
799
Essex Savings Bank
Connecticut
$395K +$50K +235 +14%
MFC
800
Mechanics Financial Corp
Ohio
$394K +$1.7K +8 +0.4%