We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
501
Trust Company of Vermont
Vermont
$22K -$16.3K -187 -42%
GRP
502
Global Retirement Partners
California
$21K – – –
BWM
503
Baystate Wealth Management
Massachusetts
$21K +$87 +1 +0.5%
JFGIW
504
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K -$13.1K -151 -40%
GWM
505
Geneos Wealth Management
Colorado
$18K – – –
RFA
506
Reilly Financial Advisors
California
$18K +$871 +10 +5%
VCM
507
Versant Capital Management
Arizona
$18K +$10.5K +121 +121%
SLF
508
Sun Life Financial
Ontario, Canada
$17K -$11K -126 -39%
CIM
509
Contravisory Investment Management
Massachusetts
$17K – – –
WAS
510
WESPAC Advisors SoCal
California
$17K – – –
CBT
511
Capital Bank & Trust
California
$16K -$8.01K -92 -33%
RIA
512
Realta Investment Advisors
Delaware
$16K +$15.6K +179 New
GAM
513
Gemmer Asset Management
California
$15K – – –
HFM
514
Hartford Financial Management
Connecticut
$15K – – –
CFA
515
Carroll Financial Associates
North Carolina
$15K +$2.87K +33 +22%
HWA
516
Heritage Wealth Advisors
Virginia
$15K – – –
CB
517
Community Bank
New York
$14K -$6.79K -78 -32%
PI
518
PineBridge Investments
New York
$14K +$14.2K +163 New
TFS
519
TrustCore Financial Services
Tennessee
$14K +$14.6K +168 New
CWM
520
Cranbrook Wealth Management
Michigan
$13K – – –
SCM
521
Shelton Capital Management
Colorado
$12.2K -$973K -11,179 -91%
ACM
522
AUA Capital Management
Pennsylvania
$12K – – –
FCB
523
First Command Bank
Texas
$12K – – –
FCFS
524
First Command Financial Services
Texas
$12K – – –
AA
525
Advisory Alpha
Michigan
$11.9K +$10.3K +118 New