We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
651
Jacobi Capital Management
Pennsylvania
$100K -$104K -3,538 -50%
WTC
652
WhitTier Trust Company
Nevada
$96K +$823 +28 +0.8%
TCA
653
Teewinot Capital Advisers
New York
$93K – – –
VIM
654
Veritas Investment Management
United Kingdom
$92K – – –
M
655
MOTCO
Texas
$90K – – –
RFC
656
Regions Financial Corp
Alabama
$86K -$6.23K -212 -6%
YWP
657
YorkBridge Wealth Partners
New York
$83K -$21.7K -737 -20%
CJA
658
C-J Advisory
California
$81K – – –
WTB
659
Washington Trust Bank
Washington
$79K – – –
PA
660
Parallel Advisors
California
$77K +$5.82K +198 +8%
AAP
661
Arax Advisory Partners
Colorado
$76K +$21.6K +733 +37%
GLI
662
Guardian Life Insurance
New York
$74K +$323 +11 +0.4%
ADL
663
Asset Dedication LLC
California
$73K -$14.1K -478 -15%
KA
664
Kaizen Advisory
Illinois
$71K +$7.35K +250 +11%
BFEC
665
Benjamin F. Edwards & Company
Missouri
$66K +$12.6K +427 +22%
LWCFA
666
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$65K +$20.6K +700 +43%
JA
667
JOYN Advisors
Georgia
$65K +$26.6K +905 +64%
EWA
668
ERTS Wealth Advisors
Michigan
$65K +$68.1K +2,315 New
FCA
669
FinTrust Capital Advisors
South Carolina
$51K +$53.7K +1,827 New
VFA
670
Valeo Financial Advisors
Indiana
$49K -$38.8K -1,319 -43%
FAM
671
Fred Alger Management
New York
$48K -$10.6K -362 -18%
SWP
672
Strategic Wealth Partners
Ohio
$48K -$3.68K -125 -7%
CAGAS
673
Capital Advisory Group Advisory Services
Minnesota
$45K – – –
FGC
674
Financial Gravity Companies
Texas
$42K +$36.3K +1,234 New
BCA
675
Berman Capital Advisors
Georgia
$41K +$44K +1,497 New