We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MC
626
Moors & Cabot
Massachusetts
$285K +$7.25K +209 +3%
UR
627
USCA RIA
Texas
$280K +$451 +13 +0.2%
CG
628
Caprock Group
Idaho
$278K +$260K +7,482 New
BIA
629
Bigelow Investment Advisors
Maine
$275K +$4.79K +138 +2%
DA
630
DSC Advisors
Illinois
$275K +$257K +7,413 New
WSTAM
631
Wilbanks Smith & Thomas Asset Management
Virginia
$273K +$255K +7,343 New
HAG
632
HighPoint Advisor Group
Illinois
$271K +$833 +24 +0.3%
Carson Wealth (CWM LLC)
633
Carson Wealth (CWM LLC)
Nebraska
$268K -$8.59M -247,488 -98%
PGIM
634
Pacific Global Investment Management
California
$266K +$249K +7,165 New
CAM
635
Close Asset Management
United Kingdom
$264K +$241K +6,950 +4,212%
BP
636
Ballentine Partners
Massachusetts
$263K +$16K +461 +7%
FMWA
637
Forvis Mazars Wealth Advisors
Missouri
$261K -$16.4K -474 -6%
BC
638
Brinker Capital
Pennsylvania
$260K +$243K +6,996 New
BCM
639
Birmingham Capital Management
Alabama
$260K +$243K +7,000 New
NSAM
640
North Star Asset Management
Wisconsin
$259K +$242K +6,975 New
MCM
641
Manchester Capital Management
Vermont
$258K
WAM
642
Wealthspire Advisors (Maryland)
Maryland
$255K -$22.4K -647 -9%
WF
643
Welch & Forbes
Massachusetts
$253K +$237K +6,818 New
ASN
644
Advisory Services Network
Georgia
$251K +$66K +1,901 +39%
OWA
645
One Wealth Advisors
California
$251K +$234K +6,756 New
AWA
646
Arete Wealth Advisors
Illinois
$251K +$235K +6,761 New
SC
647
Savant Capital
Illinois
$249K +$233K +6,712 New
PSUF
648
People's United Financial
Connecticut
$248K +$232K +6,675 New
BJL
649
Brighton Jones LLC
Washington
$246K -$42.6K -1,227 -16%
OBGC
650
O'Brien Greene & Co
Pennsylvania
$243K +$228K +6,558 New