We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
1026
Tarbox Family Office
California
$206K +$626 +2 +0.3%
SIM
1027
Sonora Investment Management
Arizona
$205K
JF
1028
JSF Financial
California
$204K +$196K +626 New
WFA
1029
Wade Financial Advisory
California
$203K -$43.8K -140 -18%
WPW
1030
Waldron Private Wealth
Pennsylvania
$202K +$194K +621 New
FANJ
1031
Financial Architects (New Jersey)
New Jersey
$201K
SSB
1032
Sandy Spring Bank
Maryland
$199K -$13.8K -44 -7%
SBL
1033
Sargent Bickham Lagudis
Colorado
$197K -$9.07K -29 -5%
TPWA
1034
TRUE Private Wealth Advisors
Oregon
$196K
ADL
1035
Asset Dedication LLC
California
$193K +$74.2K +237 +67%
HB
1036
Horizon Bancorp
Indiana
$192K -$8.45K -27 -4%
CMA
1037
Cedar Mountain Advisors
Oregon
$187K +$313 +1 +0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1038
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$183K -$205K -654 -54%
AssetMark Inc
1039
AssetMark Inc
California
$178K -$8.76K -28 -5%
RTC
1040
Riverview Trust Company
Washington
$174K -$219K -699 -57%
ACM
1041
Aubrey Capital Management
United Kingdom
$163K +$156K +500 New
LWM
1042
Liberty Wealth Management
California
$163K
FCH
1043
Freestone Capital Holdings
Washington
$160K +$154K +491 New
CHAM
1044
Clear Harbor Asset Management
Connecticut
$158K +$151K +483 New
BCA
1045
Berman Capital Advisors
Georgia
$156K +$626 +2 +0.4%
PAI
1046
Pittenger & Anderson Inc
Nebraska
$155K +$31.3K +100 +27%
HR
1047
Howe & Rusling
New York
$153K
JFGIW
1048
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151K +$47.2K +151 +48%
SFSIG
1049
San Francisco Sentry Investment Group
California
$146K -$31.3K -100 -18%
PFBT
1050
Parkside Financial Bank & Trust
Missouri
$143K +$6.57K +21 +5%