We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HT
676
Heritage Trust
Oklahoma
$448K – – –
LWAC
677
Laurel Wealth Advisors (California)
California
$447K +$388K +11,850 New
NFG
678
Next Financial Group
Texas
$446K -$123K -3,751 -24%
CSA
679
Cottage Street Advisors
Massachusetts
$436K +$379K +11,579 New
BAM
680
Belpointe Asset Management
Nevada
$433K +$12.2K +373 +3%
BL
681
Balentine LLC
Georgia
$433K +$73.6K +2,252 +24%
LG
682
Leuthold Group
Minnesota
$431K -$4.25K -130 -1%
PCA
683
Personal Capital Advisors
California
$429K +$10.3K +316 +3%
SIM
684
Sentry Investment Management
Wisconsin
$428K – – –
AAM
685
Auxier Asset Management
Oregon
$427K – – –
EFM
686
E Fund Management
China
$423K -$54.6K -1,669 -13%
CP
687
Capital Planning
Washington
$423K – – –
B
688
Bailard
California
$417K -$4.28K -131 -1%
CCM
689
Coldstream Capital Management
Washington
$417K +$362K +11,061 New
IP
690
Innovative Portfolios
Indiana
$414K – – –
CAM
691
Columbia Asset Management
Michigan
$411K – – –
TIA
692
Tiemann Investment Advisors
California
$411K – – –
OPA
693
Old Port Advisors
Maine
$411K +$3.69K +113 +1%
JWCA
694
J.W. Cole Advisors
Florida
$410K -$227K -6,936 -39%
BOTW
695
Bank of the West
California
$407K -$42.8K -1,310 -11%
CIAS
696
Capital Investment Advisory Services
North Carolina
$407K -$32K -980 -8%
MA
697
MUFG Americas
New York
$404K +$69.7K +2,132 +25%
IWM
698
IHT Wealth Management
Illinois
$402K -$21K -642 -6%
GWM
699
Geneos Wealth Management
Colorado
$402K -$2.22K -68 -0.6%
MMA
700
Miracle Mile Advisors
California
$402K +$349K +10,673 New