We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VA
701
VestGen Advisors
Illinois
$208K +$192K +9,864 New
BCWM
702
Bartlett & Co Wealth Management
Ohio
$206K +$875 +45 +0.5%
FAFN
703
First Affirmative Financial Network
Colorado
$206K +$209K +10,733 New
AA
704
Auxano Advisors
Washington
$206K +$27.7K +1,422 +15%
JTF
705
J. Team Financial
Texas
$206K -$36.4K -1,872 -15%
MF
706
Manchester Financial
California
$205K +$208K +10,680 New
WA
707
Waddell & Associates
Tennessee
$204K +$5.33K +274 +3%
TAM
708
Trust Asset Management
Texas
$204K
GF
709
Gabelli Funds
New York
$202K
WPC
710
Wedmont Private Capital
Pennsylvania
$201K +$207K +10,667 New
EPW
711
Evolve Private Wealth
California
$201K -$118K -6,044 -37%
IF
712
Intrua Financial
Texas
$197K +$200K +10,263 New
BC
713
Barnett & Company
Tennessee
$197K -$1.12M -57,625 -85%
MBT
714
Montecito Bank & Trust
California
$196K -$54.9K -2,824 -22%
EWA
715
EverSource Wealth Advisors
Alabama
$195K -$67K -3,444 -25%
MWM
716
Maridea Wealth Management
New York
$194K +$196K +10,095 New
AIP
717
Avail Investment Partners
Pennsylvania
$193K +$195K +10,046 New
WF
718
Welch & Forbes
Massachusetts
$192K
ERSOT
719
Employees Retirement System of Texas
Texas
$192K -$197K -10,126 -50%
PAM
720
Parvin Asset Management
South Dakota
$191K +$193K +9,950 New
ECM
721
Estabrook Capital Management
New York
$181K
VCM
722
Versant Capital Management
Arizona
$179K +$42.2K +2,168 +30%
ACA
723
Atlas Capital Advisors
Wyoming
$179K -$181K -9,296 -50%
BIAS
724
Beacon Investment Advisory Services
New Jersey
$178K +$180K +9,242 New
OC
725
Oakworth Capital
Alabama
$175K