We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PBO
776
Peoples Bank (Ohio)
Ohio
$352K -$7.27K -135 -2%
AIP
777
Ameritas Investment Partners
Nebraska
$352K -$16.7K -310 -4%
RFA
778
ROI Financial Advisors
Oregon
$349K -$754 -14 -0.2%
CI
779
Cigna Investments
Connecticut
$348K
SAM
780
Smartleaf Asset Management
Massachusetts
$347K +$203K +3,769 +116%
BWM
781
Birchcreek Wealth Management
Ohio
$347K +$146K +2,720 +64%
PA
782
Procyon Advisors
Connecticut
$345K -$153K -2,843 -29%
NP
783
NorthRock Partners
Minnesota
$345K +$11.1K +207 +3%
EFG
784
Everhart Financial Group
Ohio
$342K +$114K +2,124 +45%
OFG
785
OmniStar Financial Group
North Carolina
$341K -$314K -5,834 -46%
CIS
786
Custom Index Systems
New York
$337K -$68.4K -1,270 -16%
VNA
787
Valley National Advisers
Pennsylvania
$333K -$25.4K -471 -7%
DWT
788
Dorsey & Whitney Trust
South Dakota
$332K -$14.2K -264 -4%
CWM
789
Compass Wealth Management
Connecticut
$332K
CWS
790
Confluence Wealth Services
Pennsylvania
$331K -$40.2K -746 -10%
STA
791
Summit Trail Advisors
New York
$329K -$26.1K -484 -7%
FTC
792
Farmers Trust Company
Ohio
$328K
BMCM
793
Burns Matteson Capital Management
New York
$326K +$352K +6,534 New
CCA
794
Checchi Capital Advisers
California
$326K -$8.02K -149 -2%
CWA
795
Canvas Wealth Advisors
Kansas
$326K
FIM
796
Freedom Investment Management
Connecticut
$325K -$58.1K -1,079 -14%
BFC
797
Bedel Financial Consulting
Indiana
$324K
FWP
798
FAS Wealth Partners
Kansas
$323K +$592 +11 +0.2%
LFA
799
Legacy Financial Advisors
Kentucky
$323K -$4.15K -77 -1%
AWM
800
Axxcess Wealth Management
California
$323K -$61.4K -1,140 -15%