We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FB
526
Fulton Bank
Pennsylvania
$504K -$36.2K -253 -7%
AIM
527
Anchor Investment Management
South Carolina
$503K -$113K -790 -19%
JWM
528
Jeppson Wealth Management
California
$500K -$13.3K -93 -3%
CPA
529
Capital Planning Advisors
California
$489K -$23.2K -162 -5%
AWM
530
Apollon Wealth Management
South Carolina
$488K +$37.9K +265 +9%
TCM
531
Twin Capital Management
Pennsylvania
$487K -$12.4K -87 -3%
LNC
532
Lincoln National Corp
Pennsylvania
$484K +$42.6K +298 +10%
GS
533
GTS Securities
Florida
$480K +$465K +3,253 New
S
534
SignatureFD
Georgia
$477K +$8.72K +61 +2%
JF
535
Jump Financial
Illinois
$472K +$14.7K +103 +3%
BFO
536
Boston Family Office
Massachusetts
$464K
ONB
537
Old National Bancorp
Indiana
$463K -$164K -1,147 -27%
BFG
538
Bleakley Financial Group
New Jersey
$461K -$20K -140 -4%
MLL
539
Moody Lynn & Lieberson
Massachusetts
$461K -$9.29K -65 -2%
SS
540
Simplicity Solutions
Minnesota
$459K -$23.9K -167 -5%
IWC
541
Integrated Wealth Concepts
Massachusetts
$458K +$444K +3,104 New
KA
542
Kintegral Advisory
New York
$456K
BFM
543
Boothbay Fund Management
New York
$456K +$202K +1,413 +84%
CFFP
544
Center for Financial Planning
Michigan
$454K
SL
545
Sentry LLC
Tennessee
$448K
TPCW
546
TD Private Client Wealth
New York
$446K +$4.14K +29 +1%
ESCM
547
Echo Street Capital Management
New York
$442K +$109K +763 +34%
MJP
548
Michael J. Puzo
$439K
SIMG
549
Sonora Investment Management Group
Arizona
$438K -$7.15K -50 -2%
PP
550
Patten & Patten
Tennessee
$436K