We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CA
701
Centerpoint Advisors
Massachusetts
$17K – – –
LS
702
Livforsakringsbolaget Skandia
Sweden
$16.8K – – –
OA
703
Operose Advisors
Wisconsin
$15.4K – – –
ME
704
McIlrath & Eck
Washington
$15K – – –
OPTFSNA
705
Old Point Trust & Financial Services N A
Virginia
$15K – – –
SIC
706
Salem Investment Counselors
North Carolina
$14.5K – – –
KFI
707
Key Financial Inc
Pennsylvania
$13.6K – – –
JFGIW
708
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.2K – – –
CMBA
709
C.M. Bidwell & Associates
Hawaii
$13.2K – – –
PSB
710
Piscataqua Savings Bank
New Hampshire
$13.2K – – –
WBC
711
West Branch Capital
Massachusetts
$12.7K – – –
UB
712
UMB Bank
Missouri
$12.3K – – –
AssetMark Inc
713
AssetMark Inc
California
$11.8K -$466 -1 -4%
WWP
714
WR Wealth Planners
Missouri
$11.8K +$12.1K +26 New
SIS
715
Sound Income Strategies
Florida
$10.9K +$8.86K +19 +380%
RIL
716
Rothschild Investment LLC
Illinois
$10.5K – – –
TIM
717
Tortoise Investment Management
New York
$10.5K +$932 +2 +10%
BL
718
BFSG LLC
California
$10.5K +$10.7K +23 New
SIC
719
SJS Investment Consulting
Ohio
$10K – – –
EWM
720
Evermay Wealth Management
Virginia
$10K – – –
SAM
721
Smartleaf Asset Management
Massachusetts
$9.39K +$5.59K +12 +133%
AGWCA
722
Annis Gardner Whiting Capital Advisors
Florida
$9.09K – – –
T
723
Tidemark
California
$8.63K +$8.86K +19 New
GKIM
724
GW&K Investment Management
Massachusetts
$8K – – –
AIM
725
Anchor Investment Management
South Carolina
$7.72K +$7.93K +17 New