We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
501
RPG Investment Advisory
California
$22K – – –
SCM
502
Silvant Capital Management
Georgia
$22K – – –
IIM
503
Ipswich Investment Management
Massachusetts
$22K +$24.6K +265 New
MA
504
MUFG Americas
New York
$21K – – –
CB
505
Community Bank
New York
$20K – – –
GRP
506
Global Retirement Partners
California
$20K – – –
DWM
507
Doyle Wealth Management
Florida
$20K +$23.3K +250 New
FPFS
508
First Personal Financial Services
North Carolina
$18K -$6.88K -74 -25%
GWM
509
Geneos Wealth Management
Colorado
$18K – – –
BWM
510
Baystate Wealth Management
Massachusetts
$18K +$186 +2 +1%
CIM
511
Contravisory Investment Management
Massachusetts
$16K – – –
HT
512
Heritage Trust
Oklahoma
$16K – – –
RFA
513
Reilly Financial Advisors
California
$16K – – –
WAS
514
WESPAC Advisors SoCal
California
$16K – – –
WT
515
Whittier Trust
California
$16K +$18.6K +200 New
GAM
516
Gemmer Asset Management
California
$14K – – –
HFM
517
Hartford Financial Management
Connecticut
$14K – – –
HWA
518
Heritage Wealth Advisors
Virginia
$14K – – –
ACM
519
AUA Capital Management
Pennsylvania
$12K – – –
CFA
520
Carroll Financial Associates
North Carolina
$12K – – –
CWM
521
Cranbrook Wealth Management
Michigan
$12K – – –
FCB
522
First Command Bank
Texas
$11K – – –
FCFS
523
First Command Financial Services
Texas
$11K – – –
LPWM
524
Lake Point Wealth Management
Texas
$11K +$12.4K +133 New
RE
525
RBC Europe
United Kingdom
$10.6K – – –