We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PA
626
Parallel Advisors
California
$502K +$36.9K +554 +8%
LG
627
Leuthold Group
Minnesota
$499K -$17.1K -257 -3%
BCWM
628
Bartlett & Co Wealth Management
Ohio
$498K +$133 +2 +0%
TCCM
629
Timber Creek Capital Management
Massachusetts
$494K – – –
AV
630
Alamea Verwaltungs
New Jersey
$490K +$482K +7,238 New
AC
631
Avestar Capital
New York
$482K -$104K -1,556 -18%
NFA
632
Northern Financial Advisors
Michigan
$481K +$473K +7,095 New
Bank Julius Baer & Co
633
Bank Julius Baer & Co
Switzerland
$480K +$184K +2,758 +64%
AFG
634
Atomi Financial Group
New York
$478K +$45.8K +687 +11%
QIM
635
Quantitative Investment Management
Virginia
$477K +$470K +7,048 New
CWS
636
Confluence Wealth Services
Pennsylvania
$474K +$474K +7,111 New
FHA
637
Flagship Harbor Advisors
Massachusetts
$468K -$3.07K -46 -0.7%
S
638
SignatureFD
Georgia
$468K +$19.5K +292 +4%
CIEC
639
Crédit Industriel et Commercial
France
$466K -$291K -4,370 -39%
TPCW
640
TD Private Client Wealth
New York
$466K +$30.3K +454 +7%
EHAM
641
Eagle Harbor Asset Management
Washington
$455K -$41.1K -616 -8%
UB
642
UMB Bank
Missouri
$453K +$22.5K +338 +5%
WA
643
Waverly Advisors
Alabama
$451K +$16.5K +248 +4%
EWM
644
Empirical Wealth Management
Washington
$450K +$153K +2,293 +53%
WT
645
Whittier Trust
California
$442K -$5.93K -89 -1%
DOA
646
D'Orazio & Associates
Virginia
$441K +$3.4K +51 +0.8%
BCM
647
Birmingham Capital Management
Alabama
$440K – – –
VFA
648
Valeo Financial Advisors
Indiana
$439K +$14.2K +213 +3%
MC
649
Moors & Cabot
Massachusetts
$433K +$32.4K +486 +8%
FRA
650
Frank Rimerman Advisors
California
$433K +$15.9K +239 +4%