We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CA
701
Claro Advisors
Massachusetts
$662K +$94.8K +411 +17%
HAIM
702
Hunter Associates Investment Management
Pennsylvania
$661K
WSTAM
703
Wilbanks Smith & Thomas Asset Management
Virginia
$659K +$231 +1 +0%
PIMG
704
Patriot Investment Management Group
Tennessee
$659K -$922 -4 -0.1%
CFO
705
Colony Family Offices
North Carolina
$647K -$124K -539 -16%
FB
706
Fulton Bank
Pennsylvania
$643K -$3.69K -16 -0.6%
WEPOG
707
Wealth Enhancement & Preservation of GA
Georgia
$640K +$183K +792 +40%
WA
708
WealthTrust Axiom
Pennsylvania
$639K
ZB
709
Zions Bancorporation
Utah
$639K +$233K +1,010 +58%
FAT
710
First American Trust
California
$639K
JWCA
711
J.W. Cole Advisors
Florida
$636K -$47.3K -205 -7%
AM
712
AGF Management
Ontario, Canada
$625K +$622K +2,699 New
TCOV
713
Trust Company of Vermont
Vermont
$625K -$4.61K -20 -0.7%
GT
714
Glenview Trust
Kentucky
$623K
FG
715
Foster Group
Iowa
$617K +$3K +13 +0.5%
SA
716
SL Advisors
New Jersey
$616K
AWAG
717
ARS Wealth Advisors Group
Florida
$613K -$12.7K -55 -2%
AM
718
Atwater Malick
Pennsylvania
$609K
CP
719
Coho Partners
Pennsylvania
$606K
HI
720
Hudock Inc
Pennsylvania
$604K +$1.15K +5 +0.2%
PL
721
Parthenon LLC
Kentucky
$602K
RSWM
722
Robertson Stephens Wealth Management
California
$599K -$5.99K -26 -1%
CAM
723
Columbia Asset Management
Michigan
$599K
OWP
724
Obermeyer Wealth Partners
Colorado
$597K
CWM
725
Congress Wealth Management
Massachusetts
$592K +$104K +451 +21%