We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
551
Beaumont Financial Advisors
Massachusetts
$559K -$102K -498 -16%
IPW
552
Inlet Private Wealth
Florida
$558K
RG
553
Rathbones Group
United Kingdom
$547K +$5.54K +27 +1%
CSPIA
554
Cary Street Partners Investment Advisory
Virginia
$547K +$52.1K +254 +11%
CHP
555
Cable Hill Partners
Oregon
$546K +$24.2K +118 +5%
FAM
556
Formidable Asset Management
Ohio
$545K -$8.2K -40 -2%
P
557
Pitcairn
Pennsylvania
$545K -$3.9K -19 -0.8%
WSFS
558
Wilmington Savings Fund Society
Delaware
$545K +$24.8K +121 +5%
FWIA
559
Fort Washington Investment Advisors
Ohio
$539K -$20.5K -100 -4%
AWM
560
Aevitas Wealth Management
Massachusetts
$538K +$1.84K +9 +0.4%
AWM
561
Altium Wealth Management
New York
$535K +$498K +2,431 New
RBFC
562
Roman Butler Fullerton & Co
Missouri
$527K
NF
563
NTB Financial
Colorado
$527K +$491K +2,395 New
HPCM
564
High Pointe Capital Management
Illinois
$522K
FBB
565
Fulton Breakefield Broenniman
Maryland
$513K +$9.84K +48 +2%
LFA
566
Laraway Financial Advisors
Minnesota
$513K +$478K +2,330 New
CA
567
Cullinan Associates
Kentucky
$506K
CGL
568
Clarius Group LLC
Washington
$506K +$151K +736 +47%
LNC
569
Lincoln National Corp
Pennsylvania
$496K -$5.95K -29 -1%
DP
570
Dearborn Partners
Illinois
$496K +$36.5K +178 +9%
MWM
571
Mission Wealth Management
California
$494K +$23.2K +113 +5%
OBGC
572
O'Brien Greene & Co
Pennsylvania
$491K +$32.6K +159 +8%
MIA
573
MMBG Investment Advisors
Florida
$491K +$458K +2,232 New
VT
574
Vise Technologies
New York
$487K +$454K +2,214 New
FPS
575
Fieldpoint Private Securities
Connecticut
$486K +$820 +4 +0.2%