We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HT
676
HighTower Trust
Texas
$1.02M +$24.6K +407 +3%
LNC
677
Lincoln National Corp
Pennsylvania
$1.02M +$260K +4,305 +37%
SC
678
Searle & Co
Connecticut
$1.01M
EL
679
Essex LLC
Illinois
$1.01M +$23.8K +394 +3%
RPCONE
680
Retirement Planning Company of New England
Rhode Island
$1.01M +$39.9K +662 +4%
BCP
681
Berkeley Capital Partners
Georgia
$1.01M +$499K +8,271 +110%
FPS
682
Fieldpoint Private Securities
Connecticut
$1.01M +$475K +7,870 +99%
LGF
683
LGT Group Foundation
Liechtenstein
$1.01M +$523K +8,668 +124%
OHWP
684
Oak Harbor Wealth Partners
North Carolina
$1M -$16.5K -274 -2%
LIM
685
Leavell Investment Management
Alabama
$991K -$51.9K -861 -5%
EM
686
Excalibur Management
Massachusetts
$991K +$19K +315 +2%
Carson Wealth (CWM LLC)
687
Carson Wealth (CWM LLC)
Nebraska
$988K +$318K +5,276 +52%
CCMD
688
Cypress Capital Management (Delaware)
Delaware
$984K -$5.9M -97,791 -86%
ANTB
689
AMG National Trust Bank
Colorado
$982K -$6.94K -115 -0.7%
PT
690
Plimoth Trust
Massachusetts
$971K +$6.33K +105 +0.7%
SC
691
Sawyer & Company
Massachusetts
$968K
FTDI
692
First Trust Direct Indexing
Massachusetts
$961K +$48.7K +808 +6%
WJWM
693
Williams Jones Wealth Management
New York
$960K +$210K +3,482 +30%
KLWA
694
Kelly Lawrence W & Associates
California
$959K -$154K -2,547 -14%
PAWC
695
P.A.W. Capital
Connecticut
$956K
MMHP
696
Murphy Middleton Hinkle & Parker
Georgia
$955K -$6.51K -108 -0.7%
LIM
697
Longfellow Investment Management
Massachusetts
$955K
CT
698
Chicago Trust
Illinois
$953K +$454K +7,531 +101%
IC
699
Intersect Capital
California
$946K +$310K +5,141 +53%
CAGAS
700
Capital Advisory Group Advisory Services
Minnesota
$942K +$83.2K +1,379 +10%