We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BP
651
Ballentine Partners
Massachusetts
$246K +$224K +1,597 New
CFS
652
Cannon Financial Strategists
Georgia
$245K -$6.45K -46 -3%
CF
653
Copperwynd Financial
Arizona
$245K +$14.6K +104 +7%
CIBC World Market
654
CIBC World Market
Ontario, Canada
$244K +$4.34K +31 +2%
LWM
655
Lakeridge Wealth Management
Ohio
$242K +$221K +1,574 New
CCA
656
Checchi Capital Advisers
California
$241K +$220K +1,570 New
APG
657
Abacus Planning Group
South Carolina
$234K -$2.66K -19 -1%
AWA
658
Arkadios Wealth Advisors
Georgia
$233K -$18.2K -130 -8%
BFPW
659
BOK Financial Private Wealth
Colorado
$231K
SC
660
Searle & Co
Connecticut
$231K +$210K +1,500 New
OFG
661
Oxford Financial Group
Indiana
$228K -$9.81K -70 -5%
CI
662
Cigna Investments
Connecticut
$227K
UM
663
UniSuper Management
Australia
$225K +$64.9K +463 +46%
PMFA
664
Plante Moran Financial Advisors
Michigan
$224K +$8.41K +60 +4%
BIM
665
Baldwin Investment Management
Pennsylvania
$223K
CCIA
666
Campbell & Co Investment Adviser
Maryland
$222K +$203K +1,446 New
NB
667
NBT Bank
New York
$221K +$201K +1,434 New
SWM
668
SeaCrest Wealth Management
New York
$220K +$3.22K +23 +2%
VFA
669
Valeo Financial Advisors
Indiana
$219K +$200K +1,427 New
SWS
670
SYSTM Wealth Solutions
Illinois
$219K -$252K -1,801 -56%
PPWP
671
Premier Path Wealth Partners
New Jersey
$218K +$205K +1,463 New
HCM
672
Howland Capital Management
Massachusetts
$217K +$197K +1,408 New
EE
673
EWG Elevate
California
$216K +$197K +1,405 New
LCM
674
Logan Capital Management
Pennsylvania
$215K
AAP
675
Aristotle Atlantic Partners
Florida
$215K +$196K +1,400 New