We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CF
601
CenterStar Fund
Illinois
$209K
AUB
602
Atlantic Union Bankshares
Virginia
$208K +$202K +3,826 New
LNC
603
Lincoln National Corp
Pennsylvania
$208K +$203K +3,846 New
WA
604
Wealth Architects
California
$206K +$201K +3,806 New
TCM
605
Texan Capital Management
Texas
$202K -$80.6K -1,530 -29%
SGAM
606
Smith Group Asset Management
Texas
$201K -$16.9K -320 -8%
FCM
607
Forester Capital Management
Illinois
$201K
CCFCSB
608
Cape Cod Five Cents Savings Bank
Massachusetts
$201K +$195K +3,698 New
CGT
609
Capital Guardian Trust
California
$199K -$2.11K -40 -1%
CFA
610
CT Financial Advisors
Pennsylvania
$191K
RWA
611
Ropes Wealth Advisors
Massachusetts
$191K +$18.2K +345 +11%
MSFP
612
Mark Sheptoff Financial Planning
Connecticut
$186K
LIA
613
LS Investment Advisors
Michigan
$185K +$113K +2,144 +168%
Schroder Investment Management Group
614
Schroder Investment Management Group
United Kingdom
$180K
ECM
615
Estabrook Capital Management
New York
$178K
CFS
616
Commonwealth Financial Services
West Virginia
$174K -$17.6K -335 -9%
WA
617
WFG Advisors
Texas
$167K +$52.4K +994 +48%
IWC
618
Integrated Wealth Counsel
California
$165K
SJIM
619
St. Johns Investment Management
Florida
$156K
LWCFA
620
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$155K -$2.53K -48 -2%
BIG
621
Bellwether Investment Group
Tennessee
$150K +$146K +2,777 New
CG
622
Cutler Group
California
$143K +$114K +2,160 +450%
ASN
623
Advisory Services Network
Georgia
$140K -$33.8K -641 -20%
KTC
624
Kistler-Tiffany Companies
Pennsylvania
$136K -$24.7K -469 -16%
S
625
SignatureFD
Georgia
$131K +$25.6K +486 +25%