We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BBI
701
Baxter Bros Inc
Connecticut
$292K
HWA
702
Heritage Wealth Advisors
Virginia
$291K
PWMAG
703
Pinnacle Wealth Management Advisory Group
New Jersey
$291K +$276K +621 New
CT
704
Caldwell Trust
Florida
$291K
GWM
705
Geneos Wealth Management
Colorado
$288K
SA
706
Syntax Advisors
New York
$286K -$445 -1 -0.2%
VCG
707
Vantage Consulting Group
Virginia
$286K -$445 -1 -0.2%
IAN
708
Integrated Advisors Network
Texas
$284K +$270K +607 New
WFS
709
Walker Financial Services
Kentucky
$281K +$267K +601 New
BFS
710
Bard Financial Services
Connecticut
$281K
KWA
711
KCS Wealth Advisory
California
$281K
LIA
712
LBMC Investment Advisors
Tennessee
$281K
PCM
713
Penserra Capital Management
California
$277K -$21.4K -48 -7%
BSW
714
Buckingham Strategic Wealth
Missouri
$277K +$48.5K +109 +23%
HPWM
715
Highland Private Wealth Management
Washington
$273K -$2.23K -5 -0.9%
WPW
716
Waldron Private Wealth
Pennsylvania
$273K +$32K +72 +14%
BBA
717
BLB&B Advisors
Pennsylvania
$271K
CSIA
718
Charles Schwab Investment Advisory
California
$271K +$1.33K +3 +0.5%
ST
719
Sabal Trust
Florida
$269K -$37.8K -85 -13%
CP
720
Covenant Partners
Tennessee
$268K
HIP
721
Harrell Investment Partners
Texas
$264K
EWA
722
Exencial Wealth Advisors
Oklahoma
$264K +$5.78K +13 +2%
SWA
723
SFMG Wealth Advisors
Texas
$264K +$251K +563 New
SIA
724
Schechter Investment Advisors
Michigan
$263K +$250K +562 New
TAM
725
Todd Asset Management
Kentucky
$263K +$250K +562 New