We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GW
701
GW & Wade
Massachusetts
$225K +$213K +6,239 New
SIC
702
Sigma Investment Counselors
Michigan
$225K +$214K +6,252 New
PP
703
Patron Partners
Texas
$225K +$214K +6,264 New
BWP
704
BSW Wealth Partners
Colorado
$224K +$212K +6,217 New
AAM
705
Advisors Asset Management
Colorado
$221K +$29.2K +854 +16%
ACG
706
Allen Capital Group
Nebraska
$219K +$208K +6,089 New
AAS
707
Avantax Advisory Services
Texas
$217K +$206K +6,016 New
LOAME
708
Lombard Odier Asset Management (Europe)
United Kingdom
$216K -$607K -17,778 -75%
PPW
709
Parcion Private Wealth
Washington
$216K +$205K +6,000 New
CCM
710
Coldstream Capital Management
Washington
$215K -$18.9K -552 -8%
FWM
711
Frontier Wealth Management
Missouri
$215K +$204K +5,971 New
CIA
712
Capital Investment Advisors
Georgia
$215K +$204K +5,977 New
CPO
713
Cerity Partners OCIO
New York
$213K -$144K -4,227 -42%
MWPCG
714
Measured Wealth Private Client Group
New Hampshire
$213K +$202K +5,919 New
AF
715
Allworth Financial
California
$212K +$65.7K +1,923 +48%
MA
716
Mutual Advisors
Nebraska
$211K +$201K +5,869 New
VDI
717
Vaughan David Investments
Illinois
$210K -$55.5K -1,625 -22%
LFA
718
Legacy Financial Advisors
Kentucky
$209K +$199K +5,820 New
CL
719
CPWM LLC
Washington
$208K +$197K +5,770 New
FIM
720
Fruth Investment Management
Texas
$205K +$195K +5,700 New
HFAS
721
Hummer Financial Advisory Services
Illinois
$203K +$192K +5,630 New
IC
722
IEQ Capital
California
$203K +$193K +5,644 New
CNB
723
Camden National Bank
Maine
$201K +$191K +5,585 New
CNC
724
Camden National Corporation
Maine
$201K +$191K +5,585 New
BFC
725
Bedel Financial Consulting
Indiana
$197K +$131K +3,839 +235%