We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KS
1526
Karpas Strategies
Connecticut
$432K
OSNBOA
1527
Old Second National Bank of Aurora
Illinois
$431K -$4.22K -29 -1%
BFA
1528
Beaumont Financial Advisors
Massachusetts
$430K +$17.6K +121 +4%
AssetMark Inc
1529
AssetMark Inc
California
$430K +$79.5K +547 +23%
GLI
1530
Guardian Life Insurance
New York
$430K +$127K +875 +42%
WAG
1531
Winthrop Advisory Group
Massachusetts
$428K +$397K +2,732 New
AEPG
1532
American Economic Planning Group
New Jersey
$427K -$7.71K -53 -2%
AIM
1533
Avity Investment Management
Connecticut
$427K +$41K +282 +11%
PG
1534
Patten Group
Tennessee
$425K +$41.9K +288 +11%
QPWM
1535
Quadrant Private Wealth Management
Pennsylvania
$424K +$420K +2,890 New
ACG
1536
Allen Capital Group
Nebraska
$424K +$420K +2,891 New
BCM
1537
Breiter Capital Management
Florida
$422K +$418K +2,877 New
CPC
1538
Cookson Peirce & Co
Pennsylvania
$422K +$418K +2,877 New
DWM
1539
Destination Wealth Management
California
$421K -$131K -904 -24%
AWM
1540
Altavista Wealth Management
North Carolina
$421K +$116K +799 +39%
PS
1541
Portfolio Strategies
New York
$420K +$417K +2,865 New
LCM
1542
LVM Capital Management
Michigan
$419K -$35.6K -245 -8%
IAS
1543
IMA Advisory Services
Colorado
$418K
LCP
1544
Legacy Capital Partners
Wisconsin
$418K
DJSG
1545
D.J. St. Germain
Massachusetts
$418K +$161K +1,106 +64%
FUBT
1546
First United Bank & Trust
Maryland
$416K -$9.16K -63 -2%
RWM
1547
Ritholtz Wealth Management
New York
$416K +$413K +2,838 New
CL
1548
CPWM LLC
Washington
$415K +$83K +571 +25%
MCMT
1549
Moon Capital Management (Tennessee)
Tennessee
$414K
Eagle Capital Management (New York)
1550
Eagle Capital Management (New York)
New York
$414K