We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IP
601
Innovative Portfolios
Indiana
$294K +$17K +115 +6%
BOPW
602
Brandywine Oak Private Wealth
Pennsylvania
$290K +$285K +1,929 New
WCM
603
Weld Capital Management
New York
$289K +$283K +1,920 New
NIA
604
Northstar Investment Advisors
Colorado
$288K
CAAS
605
Capital Asset Advisory Services
Michigan
$286K -$14.5K -98 -5%
WB
606
Webster Bank
Connecticut
$286K
Cetera Investment Advisers
607
Cetera Investment Advisers
Illinois
$285K +$26.3K +178 +10%
BFPW
608
BOK Financial Private Wealth
Colorado
$284K +$9.88K +67 +4%
EM
609
Excalibur Management
Massachusetts
$283K -$1.48K -10 -0.5%
MKC
610
M. Kraus & Co
Vermont
$281K
S
611
SignatureFD
Georgia
$281K +$15.8K +107 +6%
QCG
612
Quadrant Capital Group
Ohio
$281K +$53.1K +360 +24%
EGA
613
Eagle Global Advisors
Texas
$278K
IF
614
Insight Folios
North Carolina
$277K +$271K +1,839 New
CI
615
Conning Inc
Connecticut
$276K -$25.5K -173 -9%
WCA
616
Westover Capital Advisors
Delaware
$276K
SYBT
617
Stock Yards Bank & Trust
Kentucky
$275K
BAM
618
Blueshift Asset Management
New Jersey
$270K +$265K +1,795 New
IWC
619
Integrated Wealth Concepts
Massachusetts
$268K -$3.54K -24 -1%
CG
620
Caprock Group
Idaho
$265K +$34.7K +235 +15%
CFG
621
Citizens Financial Group
Rhode Island
$264K
CAM
622
Cubic Asset Management
Massachusetts
$263K
PCM
623
Parsons Capital Management
Rhode Island
$262K
IC
624
IEQ Capital
California
$262K +$36.7K +249 +17%
CC
625
Cornerstone Capital
California
$261K