We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
701
Physicians Financial Services
North Carolina
$108K -$121K -3,700 -55%
FANJ
702
Financial Architects (New Jersey)
New Jersey
$108K +$6.72K +206 +7%
BBHC
703
Brown Brothers Harriman & Co
New York
$108K +$36.9K +1,133 +57%
AssetMark Inc
704
AssetMark Inc
California
$105K -$6.07K -186 -6%
LWM
705
Lenox Wealth Management
Ohio
$104K +$5.87K +180 +6%
SFS
706
Sowell Financial Services
Arkansas
$95K +$92.9K +2,848 New
FPFS
707
First Personal Financial Services
North Carolina
$93K +$87.5K +2,683 New
JIM
708
Jupiter Investment Management
United Kingdom
$89K +$84.8K +2,600 New
SBL
709
Sargent Bickham Lagudis
Colorado
$87K +$72.8K +2,234 +735%
DAM
710
Delta Asset Management
Tennessee
$82K
ST
711
Smithfield Trust
Pennsylvania
$78K
KT
712
Kanaly Trust
Texas
$73K +$10.7K +327 +18%
AAP
713
Arax Advisory Partners
Colorado
$72K +$67.8K +2,080 New
SF
714
Synovus Financial
Georgia
$69K +$32.6K +1,000 +102%
CFD
715
Creative Financial Designs
Indiana
$69K +$65.2K +2,000 New
CWM
716
Cedar Wealth Management
California
$67K
OSNBOA
717
Old Second National Bank of Aurora
Illinois
$65K -$19.1K -585 -24%
SWA
718
Sutton Wealth Advisors
Florida
$63K +$56.2K +1,722 +1,656%
TCOV
719
Trust Company of Vermont
Vermont
$63K +$54.2K +1,661 +1,051%
MIC
720
MU Investments Company
Japan
$62K -$26.7K -820 -32%
AOWM
721
Alpha Omega Wealth Management
Virginia
$59K +$29.3K +900 +113%
FPF
722
FNY Partners Fund
New York
$58K +$48.9K +1,500 New
WTB
723
Washington Trust Bank
Washington
$56K +$1.53K +47 +3%
PMFA
724
Plante Moran Financial Advisors
Michigan
$53K -$49.6K -1,522 -50%
MCM
725
McKinley Capital Management
Alaska
$50K -$224K -6,859 -83%