We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
1326
Sandy Spring Bank
Maryland
$121K +$12.4K +888 +9%
AA
1327
Alta Advisers
United Kingdom
$121K +$151K +10,800 New
DCM
1328
Donaldson Capital Management
Indiana
$120K -$11.1K -795 -7%
CHAM
1329
Clear Harbor Asset Management
Connecticut
$119K – – –
CWA
1330
Centennial Wealth Advisory
Michigan
$119K +$196 +14 +0.1%
PCS
1331
Personal CFO Solutions
New Jersey
$119K +$4.48K +320 +3%
RWB
1332
RMR Wealth Builders
New Jersey
$119K +$148K +10,596 New
CI
1333
CX Institutional
Indiana
$118K -$350 -25 -0.2%
TFA
1334
Teamwork Financial Advisors
Texas
$118K +$1.78K +127 +1%
LCM
1335
LVM Capital Management
Michigan
$118K +$147K +10,532 New
MCA
1336
Millennium Capital Advisors
Arkansas
$118K -$4.9K -350 -3%
WE
1337
Wealth Effects
Massachusetts
$117K -$34.2K -2,442 -19%
CT
1338
Cambridge Trust
Massachusetts
$117K -$1.65K -118 -1%
WIA
1339
World Investment Advisors
California
$117K +$146K +10,432 New
ACM
1340
Aljian Capital Management
Nevada
$116K -$149K -10,642 -51%
KCIA
1341
Kingsbury Capital Investment Advisors
Illinois
$116K +$700 +50 +0.5%
AFG
1342
Allegheny Financial Group
Pennsylvania
$115K -$1.57K -112 -1%
Cohen & Steers
1343
Cohen & Steers
New York
$115K – – –
FDS
1344
First Dallas Securities
Texas
$115K +$144K +10,275 New
KP
1345
Keel Point
Alabama
$115K +$144K +10,277 New
SIAG
1346
Safeguard Investment Advisory Group
California
$114K -$29.3K -2,095 -17%
LWM
1347
Liberty Wealth Management
California
$114K -$10.2K -727 -7%
KC
1348
Kingfisher Capital
North Carolina
$114K +$84 +6 +0.1%
VCP
1349
Verus Capital Partners
Arizona
$114K +$142K +10,142 New
BC
1350
Barrett & Company
Rhode Island
$114K +$137K +9,783 New