We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
601
Carroll Financial Associates
North Carolina
$111K – – –
S
602
SignatureFD
Georgia
$109K +$1.34K +14 +1%
OIA
603
Optimum Investment Advisors
Illinois
$106K – – –
CYG
604
Clean Yield Group
Vermont
$100K – – –
TI
605
Truehand Inc
New Hampshire
$100K – – –
CCM
606
Cribstone Capital Management
Maine
$98K +$1.53K +16 +2%
WT
607
Whittier Trust
California
$89K – – –
IFAM
608
Institutional & Family Asset Management
Colorado
$80K – – –
MRCM
609
M&R Capital Management
New Jersey
$80K – – –
FLPIM
610
F.L. Putnam Investment Management
Massachusetts
$80K +$76.7K +800 New
MCM
611
Manchester Capital Management
Vermont
$79K – – –
APA
612
American Portfolios Advisors
New York
$76.1K +$33.6K +350 +86%
OIA
613
OneDigital Investment Advisors
Kansas
$75K – – –
FANJ
614
Financial Architects (New Jersey)
New Jersey
$71K -$1.15K -12 -2%
MCA
615
Mercer Capital Advisers
New Jersey
$71K – – –
DAM
616
Delta Asset Management
Tennessee
$70K – – –
PCTC
617
Perkins Coie Trust Company
Washington
$70K – – –
TPWA
618
TRUE Private Wealth Advisors
Oregon
$70K +$67.4K +703 New
PK
619
Pflug Koory
Nebraska
$69K – – –
OFS
620
Orrstown Financial Services
Pennsylvania
$67K -$46.4K -484 -42%
PCA
621
Providence Capital Advisors
North Carolina
$66K -$28.8K -300 -31%
NFG
622
Next Financial Group
Texas
$66K +$53.3K +556 +556%
ARMT
623
Amica Retiree Medical Trust
Rhode Island
$66K +$62.9K +656 New
LA
624
Legacy Advisors
Pennsylvania
$60K – – –
MMG
625
Monetary Management Group
Missouri
$60K – – –