We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GBT
351
Grove Bank & Trust
Florida
$743K -$117K -2,118 -13%
FHA
352
Flagship Harbor Advisors
Massachusetts
$742K -$7.51K -136 -1%
CTC
353
Central Trust Company
Missouri
$736K +$217K +3,924 +41%
SFM
354
Signet Financial Management
New Jersey
$729K -$5.36K -97 -0.7%
VCS
355
Vaughan & Co Securities
New Jersey
$726K -$8.83K -160 -1%
HKAM
356
Horizon Kinetics Asset Management
New York
$703K – – –
CG
357
Caprock Group
Idaho
$703K +$46.4K +840 +7%
APA
358
American Portfolios Advisors
New York
$699K -$38.4K -695 -5%
IRC
359
Investors Research Corp
Georgia
$696K – – –
LCM
360
Logan Capital Management
Pennsylvania
$691K – – –
EI
361
Ellevest Inc
New York
$689K +$88.7K +1,606 +15%
TC
362
Trilogy Capital
California
$688K +$698K +12,648 New
ACA
363
Anchor Capital Advisors
Massachusetts
$685K -$16.9K -306 -2%
JIC
364
Johnson Investment Counsel
Ohio
$684K +$10.1K +183 +1%
TCPWM
365
Traverso Chambers Private Wealth Management
California
$680K +$17.9K +325 +3%
SW
366
SVB Wealth
Massachusetts
$680K +$78.2K +1,417 +13%
SSG
367
Summit Securities Group
New York
$679K +$490K +8,880 +247%
NWM
368
Northcape Wealth Management
New York
$673K -$91.8K -1,662 -12%
TBA
369
Tower Bridge Advisors
Pennsylvania
$670K +$9.88K +179 +1%
BSW
370
Buckingham Strategic Wealth
Missouri
$669K +$3.26K +59 +0.5%
RIG
371
Roosevelt Investment Group
New York
$659K +$9K +163 +1%
ACA
372
Atlas Capital Advisors
Wyoming
$658K -$3.48K -63 -0.5%
RFM
373
Royal Fund Management
Florida
$658K +$273K +4,949 +69%
LWM
374
Loveless Wealth Management
Montana
$653K +$18.5K +336 +3%
AAS
375
Ameritas Advisory Services
Nebraska
$651K -$47.6K -862 -7%