We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
P
101
Pitcairn
Pennsylvania
$253K -$17.9K -760 -7%
JIC
102
Johnson Investment Counsel
Ohio
$251K
PWPS
103
Pinnacle Wealth Planning Services
Ohio
$239K
DWT
104
Dorsey & Whitney Trust
South Dakota
$235K -$823 -35 -0.3%
BP
105
Ballentine Partners
Massachusetts
$234K -$705 -30 -0.3%
AG
106
Ascent Group
Virginia
$226K -$235 -10 -0.1%
UCFA
107
United Capital Financial Advisors
Texas
$225K -$9.17K -390 -4%
PA
108
Parallel Advisors
California
$214K -$2.58K -110 -1%
RJFSA
109
Raymond James Financial Services Advisors
Florida
$210K -$18.1K -770 -8%
LPL Financial
110
LPL Financial
California
$207K +$209K +8,905 New
GWM
111
Gitterman Wealth Management
New Jersey
$205K +$207K +8,825 New
KOCAA
112
Knights of Columbus Asset Advisors
Connecticut
$189K -$25.7K -1,095 -12%
GI
113
GAMMA Investing
California
$178K +$55.6K +2,365 +45%
WTC
114
WhitTier Trust Company
Nevada
$167K +$35.8K +1,525 +27%
Osaic Holdings
115
Osaic Holdings
Arizona
$129K -$69.2K -2,945 -35%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$109K -$2.23K -95 -2%
HNB
117
Huntington National Bank
Ohio
$104K -$1.88K -80 -2%
WSFS
118
Wilmington Savings Fund Society
Delaware
$79.7K +$80.7K +3,435 New
ACA
119
Atlas Capital Advisors
Wyoming
$71.6K +$4.82K +205 +7%
CH
120
Cromwell Holdings
Wyoming
$70.8K
EWA
121
EverSource Wealth Advisors
Alabama
$70.4K +$11.6K +495 +19%
FFA
122
Farther Finance Advisors
California
$54K +$470 +20 +0.9%
SAM
123
Smartleaf Asset Management
Massachusetts
$39.8K +$29.7K +1,265 +316%
LC
124
Lindbrook Capital
California
$38.5K -$48.8K -2,075 -56%
IAIM
125
International Assets Investment Management
Florida
$36.7K +$37.1K +1,580 New