We are live on ! Find out more
CSGP icon

CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
CA
551
Clearstead Advisors
Ohio
$7K +$7.24K +109 New
ST
552
Smithfield Trust
Pennsylvania
$6K -$5.31K -80 -47%
ADL
553
Asset Dedication LLC
California
$6K
HWA
554
Heritage Wealth Advisors
Virginia
$6K
SQA
555
Simon Quick Advisors
New Jersey
$6K
WT
556
Washington Trust
Rhode Island
$6K +$730 +11 +15%
CAC
557
Core Alternative Capital
Georgia
$6K +$4.58K +69 +345%
LWCFA
558
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K
T
559
TCWP
Ohio
$5K +$5.11K +77 New
JWA
560
JFS Wealth Advisors
Pennsylvania
$5K +$5.38K +81 New
RIM
561
Rockbridge Investment Management
New York
$4.62K
MS
562
Mizuho Securities
Japan
$4K -$398 -6 -9%
BAM
563
Bellevue Asset Management
Washington
$4K -$66 -1 -2%
NIC
564
Northwest Investment Counselors
Oregon
$4K +$3.98K +60 New
BWM
565
BerganKDV Wealth Management
Minnesota
$3K -$5.31K -80 -67%
BWM
566
Baystate Wealth Management
Massachusetts
$3K
SWM
567
Selective Wealth Management
Virginia
$3K
SC
568
Sierra Capital
Florida
$3K +$730 +11 +35%
AFG
569
Albion Financial Group
Utah
$3K +$2.66K +40 New
EI
570
Ellevest Inc
New York
$3K +$2.72K +41 New
RWM
571
Raffa Wealth Management
District of Columbia
$2.66K
PWMG
572
Prestige Wealth Management Group
New Jersey
$2K
SCA
573
Stonebridge Capital Advisors
Minnesota
$2K
PVH
574
Psagot Value Holdings
Israel
$2K +$199 +3 +14%
CI
575
Cordant Inc
Oregon
$2K +$1.53K +23 New