We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WTA
326
Washington Trust Advisors
Massachusetts
$1.03K
PTC
327
Private Trust Company
Ohio
$1K -$624 -22 -34%
TFA
328
Transamerica Financial Advisors
Florida
$1K +$28 +1 +100%
ADL
329
Asset Dedication LLC
California
$1K +$737 +26 New
AF
330
Advisornet Financial
Minnesota
$985 +$1.11K +39 New
SIC
331
SJS Investment Consulting
Ohio
$934 +$425 +15 +68%
BIA
332
Bell Investment Advisors
California
$808 -$2.61K -92 -74%
DI
333
Disciplined Investments
Oklahoma
$808 -$85 -3 -9%
SWA
334
Sutton Wealth Advisors
Florida
$581 +$198 +7 +44%
JWM
335
Janiczek Wealth Management
Colorado
$540 -$3.37K -119 -86%
GA
336
GoalVest Advisory
New York
$530
TAM
337
Tucker Asset Management
Colorado
$502
PFBT
338
Parkside Financial Bank & Trust
Missouri
$480 -$227 -8 -30%
RWM
339
Raffa Wealth Management
District of Columbia
$480
BAAM
340
Baker Avenue Asset Management
California
$480 +$539 +19 New
BBHC
341
Brown Brothers Harriman & Co
New York
$455
CAS
342
Coppell Advisory Solutions
Texas
$455 +$510 +18 New
CASC
343
Coppell Advisory Solutions Corp
Texas
$455 +$510 +18 New
EBA
344
Eagle Bay Advisors
New York
$404
CWA
345
Clearview Wealth Advisors
Oregon
$379 -$992 -35 -70%
TWP
346
TFO Wealth Partners
Ohio
$314 +$170 +6 New
CFB
347
Cullen/Frost Bankers
Texas
$278
VCM
348
Versant Capital Management
Arizona
$253 -$57 -2 -17%
HS
349
Horan Securities
United States
$239 +$255 +9 New
LWA
350
Lowe Wealth Advisors
Maryland
$177