We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ST
701
Spinnaker Trust
Maine
$283K -$10.7K -400 -4%
AAIS
702
ABN AMRO Investment Solutions
$279K – – –
GVAG
703
Great Valley Advisor Group
Delaware
$277K +$9.59K +360 +4%
CA
704
Calton & Associates
Florida
$276K +$8.66K +325 +3%
EWA
705
EverSource Wealth Advisors
Alabama
$276K +$54.4K +2,043 +25%
BCWM
706
Bartlett & Co Wealth Management
Ohio
$273K -$1.04K -39 -0.4%
WF
707
Welch & Forbes
Massachusetts
$272K – – –
ACA
708
Aptus Capital Advisors
Alabama
$272K +$266K +9,977 New
WCWM
709
Willow Creek Wealth Management
California
$270K +$264K +9,900 New
DADC
710
D.A. Davidson & Co
Montana
$269K +$263K +9,866 New
OC
711
Oakworth Capital
Alabama
$268K – – –
MOS
712
MGO One Seven
Ohio
$267K +$262K +9,821 New
Empower Advisory Group
713
Empower Advisory Group
Colorado
$267K +$3.68K +138 +1%
OL
714
Optas LLC
Texas
$267K -$1.41K -53 -0.5%
PFA
715
Pure Financial Advisors
California
$267K -$8.69K -326 -3%
FFM
716
Forum Financial Management
Illinois
$267K -$92.4K -3,466 -26%
OR
717
Olympiad Research
Connecticut
$266K +$261K +9,786 New
SVWAG
718
Sound View Wealth Advisors Group
Georgia
$265K +$36.9K +1,384 +17%
FAB
719
First American Bank
Illinois
$264K -$6.1K -229 -2%
Balyasny Asset Management
720
Balyasny Asset Management
Illinois
$264K -$609K -22,861 -70%
PWPS
721
Pinnacle Wealth Planning Services
Ohio
$264K +$258K +9,695 New
AWM
722
Angeles Wealth Management
California
$264K -$6K -225 -2%
GXJ
723
Global X Japan
Japan
$264K +$208K +7,787 +412%
AWM
724
Adams Wealth Management
Utah
$262K -$27.3K -1,026 -10%
CI
725
CacheTech Inc
Utah
$262K -$27.3K -1,026 -10%