We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
701
Ferguson Wellman Capital Management
Oregon
$646K +$580K +4,609 New
WAM
702
Wealthspire Advisors (Maryland)
Maryland
$644K +$6.42K +51 +1%
WA
703
WBH Advisory
Maryland
$639K -$139K -1,108 -20%
IAA
704
Independent Advisor Alliance
North Carolina
$634K -$130K -1,034 -19%
CIP
705
Capital Insight Partners
Arizona
$634K +$569K +4,523 New
PTC
706
Private Trust Company
Ohio
$633K -$249K -1,981 -33%
SC
707
Sawyer & Company
Massachusetts
$633K
SMC
708
Smith, Moore & Co
Missouri
$629K -$53.5K -425 -9%
DWT
709
Dorsey & Whitney Trust
South Dakota
$625K -$50.3K -400 -8%
EW
710
Evoke Wealth
California
$624K -$38K -302 -6%
MFG
711
MidWestOne Financial Group
Iowa
$623K -$21.9K -174 -4%
MFG
712
Monte Financial Group
Connecticut
$622K +$44.7K +355 +9%
LNC
713
Lincoln National Corp
Pennsylvania
$620K +$27.8K +221 +5%
QI
714
QS Investors
New York
$616K -$27K -215 -5%
AIC
715
Ameritas Investment Company
Nebraska
$610K +$2.52K +20 +0.5%
SPIA
716
Steward Partners Investment Advisory
New York
$603K +$72.2K +574 +15%
Acadian Asset Management
717
Acadian Asset Management
Massachusetts
$601K +$452K +3,594 +519%
MFS
718
Mirabella Financial Services
United Kingdom
$598K +$537K +4,267 New
NAM
719
North American Management
Massachusetts
$595K
BRWM
720
B. Riley Wealth Management
Tennessee
$594K -$206K -1,639 -28%
LNWWM
721
Laird Norton Wetherby Wealth Management
California
$593K -$33.3K -265 -6%
TCM
722
TD Capital Management
Tennessee
$591K +$95.6K +760 +22%
CNAM
723
Campbell Newman Asset Management
Wisconsin
$587K -$1.38K -11 -0.3%
WT
724
Whittier Trust
California
$585K -$141K -1,119 -21%
IP
725
Intellectus Partners
California
$585K +$18.2K +145 +4%