We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
376
Bessemer Group
New Jersey
$674K +$42.9K +824 +7%
TCPWM
377
Traverso Chambers Private Wealth Management
California
$673K +$22.7K +437 +4%
AAS
378
Ameritas Advisory Services
Nebraska
$664K +$627K +12,045 New
ACA
379
Atlas Capital Advisors
Wyoming
$664K +$616K +11,834 +5,801%
CCA
380
Checchi Capital Advisers
California
$655K +$11.7K +225 +2%
ABLA
381
Alan B. Lancz & Associates
Ohio
$654K +$617K +11,860 New
JWS
382
Juncture Wealth Strategies
Arizona
$653K -$4.16K -80 -0.7%
MNBTD
383
Moody National Bank Trust Division
Texas
$652K -$1.69M -32,568 -73%
MIP
384
Marietta Investment Partners
Wisconsin
$647K
BI
385
Ballast Inc
Kentucky
$645K -$5.25K -101 -0.9%
CF
386
Centaurus Financial
California
$636K +$25.5K +491 +4%
BL
387
Balentine LLC
Georgia
$634K +$236K +4,535 +65%
APA
388
American Portfolios Advisors
New York
$632K +$127K +2,440 +27%
LWM
389
Loveless Wealth Management
Montana
$630K -$3.33K -64 -0.6%
SWM
390
Spire Wealth Management
Virginia
$628K +$82.7K +1,589 +16%
GG
391
Gleason Group
Kentucky
$627K +$7.65K +147 +1%
FT
392
Fiduciary Trust
Massachusetts
$623K -$7.75K -149 -1%
KPWS
393
Kestra Private Wealth Services
Texas
$620K +$151K +2,900 +35%
CFB
394
Cullen/Frost Bankers
Texas
$613K -$170K -3,273 -23%
EM
395
Excalibur Management
Massachusetts
$612K -$12.2K -234 -2%
HIMCH
396
Hartford Investment Management Co (HIMCO)
Connecticut
$607K
PFPT
397
Pinnacle Financial Partners (Tennessee)
Tennessee
$604K
RIG
398
Roosevelt Investment Group
New York
$602K +$568K +10,917 New
GVAG
399
Great Valley Advisor Group
Delaware
$600K -$98.8K -1,900 -15%
EHC
400
Everett Harris & Co
California
$597K