We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JFGLC
751
Johnson Financial Group LLC (Colorado)
Colorado
$584K +$1.87K +12 +0.3%
CFO
752
Colony Family Offices
North Carolina
$581K
EWS
753
Evergreen Wealth Solutions
Pennsylvania
$581K +$16.4K +105 +3%
QCM
754
Qsemble Capital Management
New York
$579K
BCM
755
Brasada Capital Management
Texas
$579K +$545K +3,500 New
BP
756
Ballentine Partners
Massachusetts
$575K +$76.7K +492 +16%
CFA
757
Cahill Financial Advisors
Minnesota
$573K +$935 +6 +0.2%
CAAS
758
Capital Asset Advisory Services
Michigan
$570K +$38.8K +249 +8%
GIM
759
Goelzer Investment Management
Indiana
$568K +$9.2K +59 +2%
CSPAM
760
Cary Street Partners Asset Management
Virginia
$564K
BJL
761
Brighton Jones LLC
Washington
$561K +$528K +3,390 New
SC
762
Sonen Capital
California
$560K -$41.1K -264 -7%
P
763
Pitcairn
Pennsylvania
$559K +$12.5K +80 +2%
SFG
764
SNS Financial Group
Minnesota
$559K +$779 +5 +0.1%
TIA
765
Tandem Investment Advisors
South Carolina
$551K -$69.3K -445 -12%
HWM
766
HB Wealth Management
Georgia
$549K +$69.5K +446 +16%
BWP
767
BSW Wealth Partners
Colorado
$547K -$94K -603 -15%
SG
768
Somerset Group
Minnesota
$546K
AF
769
Affiance Financial
Minnesota
$544K +$368K +2,364 +256%
WHCI
770
W.H. Cornerstone Investments
Massachusetts
$543K +$4.36K +28 +0.9%
FLPIM
771
F.L. Putnam Investment Management
Massachusetts
$540K +$17.1K +110 +3%
PI
772
PFG Investments
New York
$540K +$508K +3,262 New
OBGC
773
O'Brien Greene & Co
Pennsylvania
$538K
MAS
774
Meeder Advisory Services
Ohio
$536K +$12.8K +82 +3%
FTDI
775
First Trust Direct Indexing
Massachusetts
$535K +$39.1K +251 +8%