We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1426
Annex Advisory Services
Wisconsin
$686K +$426K +3,154 +185%
ATWA
1427
Arbor Trust Wealth Advisors
Michigan
$684K +$20.2K +150 +3%
RBFC
1428
Roman Butler Fullerton & Co
Missouri
$683K +$1.49K +11 +0.2%
EHC
1429
Everett Harris & Co
California
$682K -$14.7K -109 -2%
YWP
1430
YorkBridge Wealth Partners
New York
$681K – – –
WAG
1431
Winthrop Advisory Group
Massachusetts
$680K +$11.1K +82 +2%
OPCM
1432
Osborne Partners Capital Management
California
$679K -$675 -5 -0.1%
EA
1433
Emerald Advisors
Washington
$678K -$42.9K -318 -6%
CA
1434
Continuum Advisory
Idaho
$678K +$21.1K +156 +3%
SQA
1435
Simon Quick Advisors
New Jersey
$676K +$633K +4,691 +1,139%
PFM
1436
Parsec Financial Management
North Carolina
$675K -$154K -1,144 -19%
AP
1437
Advisors Preferred
Maryland
$675K +$646K +4,783 New
BEC
1438
Blue Edge Capital
Virginia
$673K – – –
CSB
1439
City State Bank
Iowa
$669K -$113K -835 -15%
PG
1440
Patten Group
Tennessee
$668K +$34.1K +253 +6%
AA
1441
Addison Advisors
Vermont
$667K +$2.7K +20 +0.4%
WAOI
1442
Wealth Advisors of Iowa
Iowa
$666K +$41.7K +309 +7%
CF
1443
Copperwynd Financial
Arizona
$665K -$5.53K -41 -0.9%
WA
1444
WBH Advisory
Maryland
$664K +$5.13K +38 +0.8%
RIM
1445
Reynolds Investment Management
South Carolina
$663K -$7.02K -52 -1%
CCC
1446
Chelsea Counsel Company
California
$663K – – –
GD
1447
Grandfield & Dodd
New York
$660K – – –
MF
1448
Manchester Financial
California
$658K -$44K -326 -7%
NFC
1449
Northeast Financial Consultants
Connecticut
$656K +$675 +5 +0.1%
EI
1450
Ellevest Inc
New York
$656K +$144K +1,069 +30%