We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
801
Concourse Financial Group Securities
Alabama
$188K +$3.8K +69 +2%
IAIM
802
International Assets Investment Management
Florida
$178K -$1.15M -20,840 -19%
HB
803
Horizon Bancorp
Indiana
$172K +$181K +3,294 New
VIM
804
Veritas Investment Management
United Kingdom
$171K – – –
JFGIW
805
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$169K +$33.9K +615 +23%
TPCW
806
TD Private Client Wealth
New York
$166K -$25.2K -458 -13%
HPC
807
HM Payson & Co
Maine
$165K – – –
WTC
808
WhitTier Trust Company
Nevada
$162K +$2.81K +51 +2%
APA
809
American Portfolios Advisors
New York
$156K +$3.47K +63 +2%
CAW
810
Cornerstone Advisors (Washington)
Washington
$152K +$14.7K +267 +10%
HI
811
Human Investing
Oregon
$150K +$7.99K +145 +5%
CIAS
812
CBIZ Investment Advisory Services
Ohio
$146K – – –
FHA
813
Flagship Harbor Advisors
Massachusetts
$138K +$136K +2,477 +1,304%
BDWM
814
Brewin Dolphin Wealth Management
Ireland
$130K – – –
NL
815
NKCFO LLC
Illinois
$130K +$138K +2,500 New
ADL
816
Asset Dedication LLC
California
$128K +$2.09K +38 +2%
EW
817
Evoke Wealth
California
$119K -$881 -16 -0.7%
BCA
818
Berman Capital Advisors
Georgia
$116K -$6.78K -123 -5%
T
819
TOBAM
France
$115K +$122K +2,208 New
LWCFA
820
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$114K -$6K -109 -5%
FWM
821
Focused Wealth Management
New York
$113K +$120K +2,175 New
AAP
822
Arax Advisory Partners
Colorado
$101K – – –
AIM
823
Acropolis Investment Management
Missouri
$101K +$107K +1,938 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
824
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$101K +$107K +1,948 New
HMS
825
Hanseatic Management Services
New Mexico
$97K -$9.2K -167 -8%