We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
551
Independent Advisor Alliance
North Carolina
$431K +$100K +516 +30%
MCM
552
Murphy Capital Management
New Jersey
$429K -$19.4K -100 -4%
PTC
553
Private Trust Company
Ohio
$429K +$25.6K +132 +6%
FFN
554
Focus Financial Network
Minnesota
$427K -$775 -4 -0.2%
FCCM
555
First City Capital Management
Georgia
$426K -$7.75K -40 -2%
HJGA
556
Hardman Johnston Global Advisors
Connecticut
$425K
FPS
557
Fieldpoint Private Securities
Connecticut
$425K +$6.98K +36 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
558
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$425K +$426K +2,200 New
SCM
559
Shelton Capital Management
Colorado
$423K
GG
560
Gofen & Glossberg
Illinois
$421K +$5.62K +29 +1%
GWM
561
Geneos Wealth Management
Colorado
$416K +$8.53K +44 +2%
KFP
562
KB Financial Partners
New Jersey
$416K +$41.1K +212 +11%
MWM
563
Mission Wealth Management
California
$412K +$64.1K +331 +18%
ZIG
564
Zuckerman Investment Group
Illinois
$410K
KWM
565
Kingsview Wealth Management
Oregon
$409K -$15.9K -82 -4%
VWM
566
Venturi Wealth Management
Texas
$407K +$1.74K +9 +0.4%
LCP
567
Legacy Capital Partners
Wisconsin
$402K
NQWM
568
Northwest Quadrant Wealth Management
Oregon
$402K
TA
569
TFG Advisers
Michigan
$402K
DP
570
Dearborn Partners
Illinois
$401K -$76K -392 -16%
LCM
571
Logan Capital Management
Pennsylvania
$401K
NAM
572
NTV Asset Management
West Virginia
$400K -$96.9K -500 -19%
OBGC
573
O'Brien Greene & Co
Pennsylvania
$400K +$12.6K +65 +3%
FC
574
Fusion Capital
South Carolina
$397K
SIM
575
Stratos Investment Management
Ohio
$397K +$399K +2,058 New