We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
526
Central Trust Company
Missouri
$3K -$854 -10 -25%
BAM
527
Barrett Asset Management
New York
$3K – – –
BBHC
528
Brown Brothers Harriman & Co
New York
$3K – – –
CAC
529
Certified Advisory Corp
Florida
$3K – – –
SWM
530
Selective Wealth Management
Virginia
$3K – – –
EWA
531
Evolution Wealth Advisors
Florida
$3K +$1.2K +14 +54%
TCWM
532
Total Clarity Wealth Management
Illinois
$3K +$2.56K +30 New
WT
533
Whittier Trust
California
$3K +$3.08K +36 New
MIM
534
Macroview Investment Management
Maryland
$3K +$3.16K +37 New
SWA
535
Sutton Wealth Advisors
Florida
$2.1K – – –
BL
536
Balentine LLC
Georgia
$2K -$2.31K -27 -59%
IA
537
IFP Advisors
Florida
$2K -$1.88K -22 -48%
SF
538
Synovus Financial
Georgia
$2K -$1.28K -15 -45%
BWM
539
Baystate Wealth Management
Massachusetts
$2K – – –
EIP
540
Ellis Investment Partners
Pennsylvania
$2K – – –
LWM
541
Lenox Wealth Management
Ohio
$2K – – –
WCM
542
Wealthcare Capital Management
Virginia
$2K +$1.97K +23 New
ADL
543
Asset Dedication LLC
California
$2K +$2.22K +26 New
RWM
544
Raffa Wealth Management
District of Columbia
$1.14K – – –
TFO
545
Tarbox Family Office
California
$1K -$854 -10 -63%
CAM
546
ClariVest Asset Management
California
$1K – – –
FPFS
547
First Personal Financial Services
North Carolina
$1K – – –
GRP
548
Global Retirement Partners
California
$1K – – –
Kayne Anderson Rudnick Investment Management
549
Kayne Anderson Rudnick Investment Management
California
$1K – – –
PCG
550
Private Capital Group
Connecticut
$1K – – –