We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
701
Baldwin Wealth Partners
Massachusetts
$52K – – –
GLLW
702
Graves Light Lenhart Wealth
Virginia
$51K – – –
BCV
703
Banque Cantonale Vaudoise
Switzerland
$51K +$17.9K +149 +54%
FFA
704
Freedman Financial Associates
Massachusetts
$50K – – –
HFM
705
Harvest Fund Management
China
$49K +$33.2K +276 +201%
HCM
706
Highlander Capital Management
New Jersey
$48K – – –
AF
707
Advisornet Financial
Minnesota
$48K +$48.1K +400 New
BBHC
708
Brown Brothers Harriman & Co
New York
$47K – – –
PFBT
709
Parkside Financial Bank & Trust
Missouri
$47K +$5.65K +47 +14%
AF
710
Allworth Financial
California
$47K +$47.2K +393 New
PO
711
Private Ocean
California
$45K – – –
SWA
712
SOA Wealth Advisors
New York
$45K +$360 +3 +0.8%
TC
713
Truvestments Capital
Florida
$44K +$240 +2 +0.5%
Credit Agricole
714
Credit Agricole
France
$42K – – –
EWM
715
Evermay Wealth Management
Virginia
$42K – – –
APW
716
Acima Private Wealth
Virginia
$41K – – –
JWA
717
JFS Wealth Advisors
Pennsylvania
$40K – – –
JCM
718
Jacobi Capital Management
Pennsylvania
$36K +$120 +1 +0.3%
BCWM
719
Bartlett & Co Wealth Management
Ohio
$34.2K – – –
BC
720
Bartlett & Co
Ohio
$34K – – –
MA
721
MCF Advisors
Kentucky
$33K +$601 +5 +2%
IHWM
722
Iron Horse Wealth Management
Iowa
$30K – – –
POIA
723
Pin Oak Investment Advisors
Texas
$29K – – –
GEA
724
Glen Eagle Advisors
New Jersey
$27.5K – – –
BWL
725
Bogart Wealth LLC
Virginia
$27K +$10.7K +89 +64%