We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
701
Principle Wealth Partners
Connecticut
$335K +$177 +1 +0.1%
MFS
702
Mirabella Financial Services
United Kingdom
$331K +$346K +1,958 New
CW
703
CreativeOne Wealth
Kansas
$330K +$93.8K +531 +37%
HCM
704
Hall Capital Management
Rhode Island
$326K
MAFM
705
Mid Atlantic Financial Management
Pennsylvania
$326K +$17.7K +100 +5%
TF
706
Tompkins Financial
New York
$326K +$340K +1,924 New
MA
707
Mutual Advisors
Nebraska
$325K -$18.9K -107 -5%
SCA
708
Sippican Capital Advisors
Massachusetts
$322K
GD
709
Grandfield & Dodd
New York
$320K
WP
710
WMS Partners
Maryland
$317K -$17.7K -100 -5%
ESB
711
Essex Savings Bank
Connecticut
$316K
PFS
712
Prospera Financial Services
Texas
$315K -$68.6K -388 -17%
FRA
713
Front Row Advisors
California
$313K
AOWM
714
Alpha Omega Wealth Management
Virginia
$312K -$39.6K -224 -11%
EF
715
Empirical Finance
Pennsylvania
$311K +$18.6K +105 +6%
NIC
716
Northwest Investment Counselors
Oregon
$310K
PHK
717
Point72 Hong Kong
Hong Kong
$310K +$324K +1,834 New
EFS
718
Essex Financial Services
Connecticut
$307K
AFC
719
AFT Forsyth & Company
Florida
$306K
MA
720
MUFG Americas
New York
$303K
TF
721
Trek Financial
Arizona
$303K +$6.01K +34 +2%
CI
722
Conning Inc
Connecticut
$302K -$23K -130 -7%
ESBC
723
E.S. Barr & Co
Kentucky
$302K
CAM
724
Cresset Asset Management
Illinois
$302K +$52.3K +296 +20%
CHAM
725
Clear Harbor Asset Management
Connecticut
$298K