We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SW
601
SVB Wealth
Massachusetts
$867K +$222K +989 +34%
MIH
602
Meitav Investment House
Israel
$864K
BS
603
Boenning & Scattergood
Pennsylvania
$860K +$224 +1 +0%
TRIA
604
Trail Ridge Investment Advisors
Colorado
$859K
DI
605
Diligent Investors
California
$855K
SP
606
Symmetry Partners
Connecticut
$851K
BCWM
607
Bartlett & Co Wealth Management
Ohio
$841K -$5.38K -24 -0.6%
BC
608
Bartlett & Co
Ohio
$841K -$5.38K -24 -0.6%
NAMP
609
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$838K
ZIMP
610
Zimmermann Investment Management & Planning
Pennsylvania
$838K +$11.2K +50 +1%
WFAG
611
Wescott Financial Advisory Group
Pennsylvania
$827K +$22.4K +100 +3%
FMB
612
Field & Main Bank
Kentucky
$818K +$28K +125 +3%
VCA
613
Verdence Capital Advisors
Maryland
$815K -$90.1K -402 -10%
HL
614
HeadInvest LLC
Maine
$806K -$28K -125 -3%
XT
615
XTX Topco
Cayman Islands
$802K -$674K -3,006 -45%
JCM
616
Jacobi Capital Management
Pennsylvania
$801K -$4.71K -21 -0.6%
APA
617
American Portfolios Advisors
New York
$801K +$163K +726 +25%
WFI
618
West Family Investments
California
$800K +$8.29K +37 +1%
HSA
619
HBK Sorce Advisory
Pennsylvania
$793K +$54.5K +243 +7%
WA
620
WBH Advisory
Maryland
$792K -$52.4K -234 -6%
FTC
621
Farmers Trust Company
Ohio
$791K
AG
622
AIA Group
Hong Kong
$785K -$491K -2,193 -38%
EF
623
Empirical Finance
Pennsylvania
$781K +$130K +578 +19%
BCI
624
Brinker Capital Investments
Pennsylvania
$779K +$15.9K +71 +2%
SVWAG
625
Sound View Wealth Advisors Group
Georgia
$775K +$224 +1 +0%