We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
701
Rockefeller Capital Management
New York
$26K – – –
CA
702
Claro Advisors
Massachusetts
$26K +$23.4K +794 New
PFBT
703
Parkside Financial Bank & Trust
Missouri
$25K +$2.47K +84 +11%
RWM
704
Raffa Wealth Management
District of Columbia
$24.9K – – –
SWA
705
Sutton Wealth Advisors
Florida
$24.7K +$1.18K +40 +5%
AWM
706
AllSquare Wealth Management
New York
$24K – – –
BWM
707
Baystate Wealth Management
Massachusetts
$24K – – –
OIA
708
OneDigital Investment Advisors
Kansas
$24K – – –
PK
709
Pflug Koory
Nebraska
$24K – – –
FANJ
710
Financial Architects (New Jersey)
New Jersey
$24K +$3.18K +108 +14%
PCP
711
Proficio Capital Partners
Massachusetts
$24K +$8.03K +273 +47%
RWG
712
Regal Wealth Group
California
$23K – – –
LFA
713
Legacy Financial Advisors
Kentucky
$23K +$11.5K +390 +92%
FC
714
Ferris Capital
Massachusetts
$22K -$1.47K -50 -6%
Loomis, Sayles & Company
715
Loomis, Sayles & Company
Massachusetts
$22K – – –
MA
716
MCF Advisors
Kentucky
$22K – – –
VCM
717
Vigilant Capital Management
Maine
$22K – – –
TCM
718
Tradewinds Capital Management
Washington
$21K -$21K -715 -49%
GAM
719
Gemmer Asset Management
California
$21K +$2.35K +80 +12%
WPA
720
West Paces Advisors
Georgia
$20K – – –
OFS
721
Orrstown Financial Services
Pennsylvania
$20K – – –
RFA
722
Reilly Financial Advisors
California
$20K – – –
SIAS
723
Shine Investment Advisory Services
Colorado
$20K – – –
MNBTD
724
Moody National Bank Trust Division
Texas
$20K +$20.5K +697 New
JFA
725
JNBA Financial Advisors
Minnesota
$19K -$113K -3,836 -85%