We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1376
WealthShield Partners
North Carolina
$221K +$640 +3 +0.3%
PI
1377
Putnam Investments
Massachusetts
$220K -$6.62K -31 -3%
PMG
1378
ProVise Management Group
Florida
$220K
AT
1379
American Trust
Kentucky
$220K +$207K +970 New
MWM
1380
Modera Wealth Management
New Jersey
$220K +$207K +972 New
BCM
1381
Buckhead Capital Management
Georgia
$219K +$1.49K +7 +0.7%
IA
1382
IFG Advisory
Georgia
$218K -$113K -528 -35%
GPA
1383
Garrison Point Advisors
California
$218K
FFWM
1384
Future Financial Wealth Management
Ohio
$216K
FNBOSM
1385
First National Bank of South Miami
Florida
$215K -$1.71K -8 -0.8%
FMTC
1386
Farmers & Merchants Trust Company
California
$215K +$4.7K +22 +2%
CPO
1387
Cerity Partners OCIO
New York
$215K +$8.75K +41 +5%
KFP
1388
KMG Fiduciary Partners
Ohio
$214K +$201K +943 New
EB
1389
Eastern Bank
Massachusetts
$213K -$37.1K -174 -16%
KFP
1390
KB Financial Partners
New Jersey
$212K -$70.6K -331 -26%
SMA
1391
Sage Mountain Advisors
Georgia
$212K +$200K +936 New
IIA
1392
IPG Investment Advisors
California
$211K +$5.33K +25 +3%
SP
1393
Successful Portfolios
Florida
$211K +$12.8K +60 +7%
RB
1394
Renasant Bank
Mississippi
$210K -$854 -4 -0.4%
AIA
1395
Angeles Investment Advisors
California
$210K
DA
1396
DSC Advisors
Illinois
$209K -$55.9K -262 -22%
MHR
1397
Matthew Hamilton Rosenberg
$209K +$10.7K +50 +6%
ATC
1398
Adirondack Trust Company
New York
$209K +$11.7K +55 +6%
SN
1399
Sittner & Nelson
Oregon
$209K +$100K +470 +104%
AIA
1400
Avalon Investment & Advisory
Texas
$208K -$16.6K -78 -8%