We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EPAM
351
Euro Pacific Asset Management
Puerto Rico
$1.19M -$38K -227 -3%
BSA
352
Bull Street Advisors
Georgia
$1.17M
DWP
353
Daymark Wealth Partners
Ohio
$1.16M +$271K +1,620 +26%
HWM
354
HB Wealth Management
Georgia
$1.16M +$167 +1 +0%
APWM
355
Atlas Private Wealth Management
New York
$1.16M +$88.6K +529 +7%
CIP
356
Capital Insight Partners
Arizona
$1.15M +$90.2K +539 +8%
FHA
357
First Horizon Advisors
Tennessee
$1.15M +$1.67K +10 +0.1%
DBRC
358
D.B. Root & Company
Pennsylvania
$1.14M +$21.9K +131 +2%
AAS
359
Avantax Advisory Services
Texas
$1.14M +$16.1K +96 +1%
FA
360
FDx Advisors
Illinois
$1.13M -$763K -4,559 -38%
PGFC
361
Peapack-Gladstone Financial Corp
New Jersey
$1.13M -$59.9K -358 -5%
CSPIA
362
Cary Street Partners Investment Advisory
Virginia
$1.12M +$103K +616 +9%
WAM
363
Weatherly Asset Management
California
$1.11M
AWP
364
Accretive Wealth Partners
New Jersey
$1.1M +$8.87K +53 +0.7%
MSS
365
Mitchell Sinkler & Starr
Pennsylvania
$1.09M +$352K +2,103 +40%
SWP
366
Stratos Wealth Partners
Ohio
$1.09M +$277K +1,652 +29%
ISL
367
Ingalls & Snyder LLC
New York
$1.07M -$46K -275 -4%
TCA
368
Transcend Capital Advisors
New Jersey
$1.06M -$15.9K -95 -1%
MCCA
369
Mill Creek Capital Advisors
Pennsylvania
$1.06M +$6.2K +37 +0.5%
CW
370
Connectus Wealth
Ohio
$1.05M +$272K +1,625 +30%
LWCFA
371
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.05M -$209K -1,250 -16%
PCP
372
Proficio Capital Partners
Massachusetts
$1.04M -$1.34K -8 -0.1%
WFG
373
Wills Financial Group
Virginia
$1.02M -$15.7K -94 -1%
SF
374
Summit Financial
New Jersey
$1.02M +$67.3K +402 +6%
KFP
375
KMG Fiduciary Partners
Ohio
$1.01M -$91.3K -545 -7%