We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
451
Jaffetilchin Investment Partners
Florida
$613K -$109K -1,140 -17%
NFC
452
Northeast Financial Consultants
Connecticut
$603K
RWB
453
RMR Wealth Builders
New Jersey
$600K
LS
454
Livforsakringsbolaget Skandia
Sweden
$598K
SWM
455
Spire Wealth Management
Virginia
$596K +$24.6K +256 +5%
Cerity Partners
456
Cerity Partners
New York
$594K +$6.15K +64 +1%
OGF
457
Orin Green Financial
California
$590K
BJL
458
Brighton Jones LLC
Washington
$590K +$63K +656 +13%
CCP
459
Corient Capital Partners
California
$585K +$54.9K +572 +12%
PCM
460
Princeton Capital Management
New Jersey
$585K +$133K +1,380 +34%
Acadian Asset Management
461
Acadian Asset Management
Massachusetts
$574K +$268K +2,788 +108%
SW
462
SkyOak Wealth
Michigan
$559K
S
463
SignatureFD
Georgia
$558K +$42.6K +444 +9%
AWA
464
Alta Wealth Advisors
Massachusetts
$552K +$5.76K +60 +1%
EIM
465
Essex Investment Management
Massachusetts
$551K -$9.22K -96 -2%
AI
466
AXS Investments
New York
$549K +$85.3K +888 +21%
AI
467
Accredited Investors
Minnesota
$544K -$21.9K -228 -4%
NERM
468
New England Research & Management
Illinois
$544K -$9.6K -100 -2%
CAAS
469
Capital Asset Advisory Services
Michigan
$543K +$488K +5,084 New
DAM
470
Draper Asset Management
New York
$540K -$129K -1,344 -21%
CIP
471
Chartwell Investment Partners
Pennsylvania
$516K
ZB
472
Zions Bancorporation
Utah
$512K +$412K +4,288 +851%
ATC
473
Argent Trust Co
Tennessee
$503K +$21.1K +220 +5%
PSUF
474
People's United Financial
Connecticut
$495K -$73.8K -768 -14%
SPIA
475
Steward Partners Investment Advisory
New York
$495K +$16.1K +168 +4%