We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
676
Argyle Capital Management
Pennsylvania
$238K
CAM
677
Carret Asset Management
New York
$238K
EI
678
Ellevest Inc
New York
$238K +$38.8K +260 +21%
BL
679
Balentine LLC
Georgia
$237K +$1.34K +9 +0.6%
JWM
680
Jeppson Wealth Management
California
$236K -$5.96K -40 -3%
PJB
681
Paul John Balson
California
$235K +$221K +1,482 New
DJSG
682
D.J. St. Germain
Massachusetts
$234K
FF
683
FourThought Financial
Florida
$234K +$220K +1,474 New
GAM
684
Garrison Asset Management
Arkansas
$233K -$172K -1,150 -44%
IBOK
685
Independence Bank of Kentucky
Kentucky
$232K -$29.8K -200 -12%
WI
686
WrapManager Inc
California
$231K -$17.1K -115 -7%
Jennison Associates
687
Jennison Associates
New York
$228K +$214K +1,438 New
BPC
688
Banque Pictet & Cie
Switzerland
$228K +$864K +5,795 New
PNAA
689
Pictet North America Advisors
Switzerland
$228K +$864K +5,795 New
OIA
690
OneDigital Investment Advisors
Kansas
$227K -$7.16K -48 -3%
PWPS
691
Pinnacle Wealth Planning Services
Ohio
$227K +$213K +1,429 New
KTC
692
Kistler-Tiffany Companies
Pennsylvania
$225K +$447 +3 +0.2%
TA
693
Tectonic Advisors
Texas
$225K +$211K +1,416 New
LWM
694
Lyell Wealth Management
California
$224K +$210K +1,411 New
VV
695
Verity & Verity
South Carolina
$223K +$208K +1,398 New
NCM
696
Noesis Capital Mangement
Florida
$223K +$210K +1,405 New
SWM
697
SeaCrest Wealth Management
New York
$222K -$24.9K -167 -11%
MWM
698
Modera Wealth Management
New Jersey
$222K +$208K +1,395 New
PFBT
699
Parkside Financial Bank & Trust
Missouri
$221K +$10.4K +70 +5%
BHIA
700
Birch Hill Investment Advisors
Massachusetts
$221K +$207K +1,390 New