We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
626
Snowden Capital Advisors
New York
$403K -$18.3K -188 -4%
PFO
627
Pathstone Family Office
New Jersey
$401K +$96.3K +988 +30%
BCV
628
Banque Cantonale Vaudoise
Switzerland
$399K -$62K -636 -13%
AF
629
Allworth Financial
California
$399K -$58.9K -604 -12%
TCM
630
Triumph Capital Management
Colorado
$399K -$7.41K -76 -2%
FPS
631
Fieldpoint Private Securities
Connecticut
$397K -$501K -5,144 -55%
AIC
632
Argus Investors Counsel
New York
$397K +$61.2K +628 +17%
TNAM
633
Terra Nova Asset Management
New York
$396K +$10.1K +104 +3%
MOS
634
MGO One Seven
Ohio
$395K -$14.4K -148 -3%
ZCA
635
Zeke Capital Advisors
Pennsylvania
$395K – – –
LNC
636
Lincoln National Corp
Pennsylvania
$394K +$45.6K +468 +12%
PCA
637
Pallas Capital Advisors
Massachusetts
$393K +$390 +4 +0.1%
H
638
HoyleCohen
California
$392K – – –
JAG
639
Journey Advisory Group
Kentucky
$388K -$86.5K -888 -20%
EI
640
Ellevest Inc
New York
$387K +$122K +1,252 +43%
C
641
CEDRUS
Colorado
$385K +$17.1K +176 +4%
FL
642
Fort LP
Maryland
$382K +$186K +1,908 +88%
RCAG
643
Rehmann Capital Advisory Group
Michigan
$382K +$6.24K +64 +2%
TI
644
Truepoint Inc
Ohio
$381K – – –
BIM
645
Baldwin Investment Management
Pennsylvania
$379K – – –
HPC
646
HM Payson & Co
Maine
$378K – – –
MIM
647
Miller Investment Management
Pennsylvania
$374K – – –
PMFA
648
Plante Moran Financial Advisors
Michigan
$366K -$15.6K -160 -4%
CI
649
Conning Inc
Connecticut
$360K -$780 -8 -0.2%
NFSG
650
Newbridge Financial Services Group
Florida
$356K -$5.85K -60 -2%