We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
676
Valley National Advisers
Pennsylvania
$58K – – –
WB
677
Webster Bank
Connecticut
$57K – – –
TFS
678
TrustCore Financial Services
Tennessee
$57K +$652 +13 +1%
SC
679
Sawyer & Company
Massachusetts
$56K – – –
AF
680
Allworth Financial
California
$55K +$20.8K +415 +60%
WTC
681
WhitTier Trust Company
Nevada
$54K – – –
PW
682
Price Wealth
Texas
$53K – – –
MWM
683
Meridian Wealth Management
Kentucky
$52K +$52.2K +1,040 New
CIM
684
Contravisory Investment Management
Massachusetts
$51K – – –
PCM
685
Princeton Capital Management
New Jersey
$51K – – –
AC
686
Avestar Capital
New York
$50K +$100 +2 +0.2%
WIM
687
Westside Investment Management
California
$50K +$50.6K +1,008 New
PFO
688
Pathstone Family Office
New Jersey
$48K -$7.13K -142 -13%
TL
689
TrueWealth LLC
Georgia
$48K -$2.51K -50 -5%
MSFP
690
Mark Sheptoff Financial Planning
Connecticut
$48K – – –
MCM
691
Manchester Capital Management
Vermont
$44K – – –
Nisa Investment Advisors
692
Nisa Investment Advisors
Missouri
$44K – – –
BL
693
Balentine LLC
Georgia
$43K -$3.71K -74 -8%
JFGIW
694
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41K – – –
WAS
695
Winch Advisory Services
Wisconsin
$41K +$602 +12 +1%
PCMK
696
Paragon Capital Management (Kansas)
Kansas
$40K – – –
PFGIA
697
Patriot Financial Group Insurance Agency
Massachusetts
$39K -$45.8K -912 -54%
GCM
698
Gables Capital Management
Florida
$39K -$10K -200 -21%
CCM
699
Cribstone Capital Management
Maine
$39K -$4.01K -80 -9%
OSNBOA
700
Old Second National Bank of Aurora
Illinois
$39K – – –