We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
626
Laird Norton Wetherby Wealth Management
California
$739K +$133 +11 +0%
CWS
627
Cypress Wealth Services
California
$738K +$388 +32 +0.1%
VWA
628
Visionary Wealth Advisors
Illinois
$738K -$11K -904 -2%
Brown Advisory
629
Brown Advisory
Maryland
$737K -$151K -12,451 -18%
SI
630
Stephens Inc
Arkansas
$734K -$35K -2,886 -5%
TPA
631
Trivium Point Advisory
Connecticut
$728K +$39.7K +3,275 +6%
TNBTD
632
Trustmark National Bank Trust Department
Mississippi
$728K -$36.8K -3,038 -5%
FFM
633
Forum Financial Management
Illinois
$727K -$15.9K -1,308 -2%
MFG
634
Merit Financial Group
Georgia
$727K +$95.9K +7,913 +16%
EWM
635
Empirical Wealth Management
Washington
$727K +$52.2K +4,308 +9%
HCM
636
Hollencrest Capital Management
California
$726K
NEWAS
637
N.E.W. Advisory Services
Wisconsin
$719K -$18.9K -1,556 -3%
AMIM
638
Aull & Monroe Investment Management
Alabama
$718K -$2.01K -166 -0.3%
EAM
639
Erste Asset Management
Austria
$718K +$667K +55,000 New
ACM
640
Advance Capital Management
Michigan
$716K -$11.3K -934 -2%
RIL
641
Rothschild Investment LLC
Illinois
$714K +$9.15K +755 +1%
P
642
Pitcairn
Pennsylvania
$707K +$41.9K +3,460 +7%
LGA
643
Lebenthal Global Advisors
New York
$706K +$34.1K +2,817 +6%
TG
644
TCW Group
California
$703K -$110K -9,101 -15%
SCTC
645
Sanibel Captiva Trust Company
Florida
$703K
CF
646
Centaurus Financial
California
$702K +$17.2K +1,419 +3%
SPA
647
Sentinel Pension Advisors
Massachusetts
$698K -$812 -67 -0.1%
FHA
648
Flagship Harbor Advisors
Massachusetts
$697K +$9.13K +753 +1%
CWP
649
Capital Wealth Planning
Florida
$696K +$636K +52,433 New
CG
650
Cutler Group
California
$695K -$5.72M -471,947 -90%