We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
501
Boston Family Office
Massachusetts
$279K – – –
PGA
502
Premia Global Advisors
Florida
$278K – – –
MA
503
Mutual Advisors
Nebraska
$276K +$263K +5,657 New
PP
504
Palladium Partners
Virginia
$272K – – –
WEC
505
Winslow Evans & Crocker
Massachusetts
$272K – – –
RG
506
Rathbones Group
United Kingdom
$269K -$29.8K -640 -10%
SCM
507
SOL Capital Management
Maryland
$269K -$9.31K -200 -4%
GTAM
508
Global Trust Asset Management
Florida
$268K -$3.91K -84 -2%
BDF
509
Balasa Dinverno & Foltz
$268K -$3.03K -65 -1%
CA
510
Cetera Advisors
Colorado
$267K +$14.6K +313 +6%
Mariner
511
Mariner
Kansas
$267K +$255K +5,468 New
PHS
512
Pekin Hardy Strauss
Illinois
$265K – – –
V
513
Veritable
Delaware
$265K +$253K +5,430 New
DAS
514
Dynamic Advisor Solutions
Arizona
$263K +$250K +5,377 New
PWM
515
Perigon Wealth Management
California
$261K – – –
GAM
516
Garrison Asset Management
Arkansas
$260K – – –
FMTCOCP
517
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$257K – – –
PTC
518
Private Trust Company
Ohio
$257K -$17K -364 -6%
CCM
519
Compton Capital Management
Rhode Island
$256K – – –
CNBT
520
Canandaigua National Bank & Trust
New York
$254K -$328K -7,045 -58%
FC
521
FCA Corp
Texas
$254K – – –
LBC
522
Lowe Brockenbrough & Co
Virginia
$251K – – –
CS
523
Credential Securities
$250K +$239K +5,123 New
FIAS
524
FinTrust Investment Advisory Services
South Carolina
$248K -$65.3K -1,402 -22%
WP
525
WealthSource Partners
California
$246K +$19K +408 +9%