We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ORC
301
O'Rourke & Company
Massachusetts
$1.16M +$1.1M +21,088 New
AWM
302
Altium Wealth Management
New York
$1.16M +$209K +4,014 +24%
KWA
303
KCS Wealth Advisory
California
$1.15M +$58K +1,115 +6%
GCA
304
Greenwood Capital Associates
South Carolina
$1.14M +$150K +2,893 +16%
IBOK
305
Independence Bank of Kentucky
Kentucky
$1.13M -$218K -4,197 -17%
BCAM
306
Boston Common Asset Management
Massachusetts
$1.12M -$1.25K -24 -0.1%
EH
307
Equitable Holdings
New York
$1.1M +$145K +2,789 +16%
Kayne Anderson Rudnick Investment Management
308
Kayne Anderson Rudnick Investment Management
California
$1.1M -$5.77K -111 -0.6%
SWP
309
Stratos Wealth Partners
Ohio
$1.1M +$212K +4,079 +26%
JFL
310
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.09M -$49.9K -960 -5%
AC
311
Arjuna Capital
North Carolina
$1.09M +$1.03M +19,810 New
CIA
312
Choate Investment Advisors
Massachusetts
$1.09M – – –
AF
313
Advisornet Financial
Minnesota
$1.07M -$280K -5,384 -22%
LWCFA
314
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.05M +$172K +3,304 +21%
HCWM
315
Harrison & Co Wealth Management
Virginia
$1.02M +$963K +18,522 New
LFAS
316
Level Four Advisory Services
Texas
$1.02M +$229K +4,406 +31%
PWP
317
Principle Wealth Partners
Connecticut
$1.01M -$213K -4,104 -18%
HI
318
Human Investing
Oregon
$1M -$8.22K -158 -0.9%
TNA
319
True North Advisors
Texas
$1M – – –
BIG
320
Boothe Investment Group
Delaware
$982K +$18.7K +360 +2%
A
321
Astrantus
Cyprus
$982K +$926K +17,806 New
HT
322
HAP Trading
New York
$981K -$225K -4,316 -20%
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
$978K -$341K -6,558 -27%
TWP
324
Tempus Wealth Planning
California
$966K +$606K +11,653 +199%
PAS
325
Park Avenue Securities
New York
$956K +$408K +7,844 +83%