We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RFS
751
Richardson Financial Services
Massachusetts
$903K +$691K +3,288 +202%
NG
752
Novem Group
New York
$894K +$1.03M +4,896 New
GLR
753
Great Lakes Retirement
Ohio
$891K +$326K +1,551 +47%
CG
754
Cynosure Group
Utah
$890K +$624K +2,967 +156%
HIC
755
Holderness Investments Company
North Carolina
$888K – – –
CWM
756
Challenger Wealth Management
California
$884K +$1.02M +4,841 New
BSA
757
Braun Stacey Associates
New York
$882K – – –
IFWM
758
Institute for Wealth Management
Colorado
$877K – – –
SC
759
Scotia Capital
Ontario, Canada
$875K -$4.63K -22 -0.5%
SW
760
SVB Wealth
Massachusetts
$867K +$998K +4,747 New
VFA
761
Voya Financial Advisors
Connecticut
$865K -$4.84K -23 -0.5%
MYIA
762
Mount Yale Investment Advisors
Colorado
$865K -$4.63K -22 -0.5%
PCA
763
Pallas Capital Advisors
Massachusetts
$862K -$83.7K -398 -8%
WA
764
WBH Advisory
Maryland
$858K +$1.68K +8 +0.2%
HCA
765
Harbour Capital Advisors
Virginia
$855K – – –
NG
766
Norden Group
Utah
$853K -$139K -659 -12%
EB
767
Eastern Bank
Massachusetts
$852K +$67.3K +320 +7%
OAM
768
Ostrum Asset Management
France
$842K +$466K +2,218 +93%
SRL
769
Scientech Research LLC
New Jersey
$842K -$1.04M -4,930 -52%
GF
770
Gries Financial
Ohio
$838K +$64.5K +307 +7%
M
771
MOTCO
Texas
$836K +$3.36K +16 +0.4%
SHFA
772
SC&H Financial Advisors
Maryland
$834K -$20K -95 -2%
ML
773
McAdam LLC
Pennsylvania
$828K +$26.1K +124 +3%
WLG
774
Williamson Legacy Group
Indiana
$827K +$16K +76 +2%
MIP
775
Marietta Investment Partners
Wisconsin
$825K -$118K -560 -11%