We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Connectus Wealth
976
Connectus Wealth
Ohio
$272K +$951 +4 +0.4%
CPA
977
Cardiff Park Advisors
California
$269K – – –
FTC
978
Farmers Trust Company
Ohio
$269K – – –
MTIC
979
Missouri Trust & Investment Company
Missouri
$269K – – –
Forum Financial Management
980
Forum Financial Management
Illinois
$269K +$264K +1,109 New
AWP
981
Ascent Wealth Partners
New York
$268K -$22.4K -94 -8%
DWA
982
Dorsey Wright & Associates
California
$268K +$263K +1,107 New
Larson Financial Group
983
Larson Financial Group
Missouri
$267K -$6.66K -28 -2%
HWA
984
Heartwood Wealth Advisors
Virginia
$267K +$238 +1 +0.1%
AC
985
ASB Consultores
Florida
$266K +$261K +1,096 New
PTC
986
Petrus Trust Company
Texas
$265K -$16.4K -69 -6%
VCM
987
Vivaldi Capital Management
Illinois
$264K +$2.85K +12 +1%
WGAM
988
Wilkinson Global Asset Management
New York
$264K – – –
Wilbanks Smith & Thomas Asset Management
989
Wilbanks Smith & Thomas Asset Management
Virginia
$264K +$259K +1,090 New
FIM
990
Freedom Investment Management
Connecticut
$263K -$15.9K -67 -6%
Freestone Capital Holdings
991
Freestone Capital Holdings
Washington
$263K -$11.7K -49 -4%
WP
992
WMS Partners
Maryland
$263K – – –
CFG
993
Carr Financial Group
Massachusetts
$261K +$257K +1,079 New
APA
994
Astoria Portfolio Advisors
New York
$261K +$264K +1,109 New
GSB
995
Greenfield Savings Bank
Massachusetts
$261K -$2.85K -12 -1%
ACM
996
AlphaStar Capital Management
North Carolina
$260K +$2.38K +10 +0.9%
WW
997
Waterfront Wealth
Kansas
$259K – – –
MSFS
998
Main Street Financial Solutions
Pennsylvania
$259K +$254K +1,066 New
TFA
999
Teamwork Financial Advisors
Texas
$259K -$336K -1,412 -57%
KMC
1000
Kirr Marbach & Co
Indiana
$258K +$238 +1 +0.1%