We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
601
Essex Financial Services
Connecticut
$815K
OAM
602
Oppenheimer Asset Management
New York
$814K +$4.21K +17 +0.6%
PGWM
603
Parisi Gray Wealth Management
New Jersey
$806K -$1.24K -5 -0.2%
SIC
604
Salem Investment Counselors
North Carolina
$806K +$18.3K +74 +3%
BWM
605
BerganKDV Wealth Management
Minnesota
$797K -$135K -547 -16%
BAM
606
Belpointe Asset Management
Nevada
$796K -$77.7K -314 -10%
CCG
607
Cypress Capital Group
Florida
$794K -$266K -1,074 -27%
JGUA
608
John G. Ullman & Associates
New York
$794K +$495 +2 +0.1%
CPIA
609
Cornell Pochily Investment Advisors
New York
$791K -$7.18K -29 -1%
HIA
610
Harbor Investment Advisory
Maryland
$789K +$48.3K +195 +7%
CCT
611
Chemung Canal Trust
New York
$787K
GT
612
Greenleaf Trust
Michigan
$786K -$573K -2,314 -44%
SC
613
Saybrook Capital
North Carolina
$786K
EWM
614
Empirical Wealth Management
Washington
$781K +$716K +2,891 New
HI
615
Horizon Investments
North Carolina
$773K -$25K -101 -3%
AAM
616
Azzad Asset Management
Virginia
$772K -$86.6K -350 -11%
OIA
617
Optimum Investment Advisors
Illinois
$770K
KRSITF
618
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$768K -$32.2K -130 -4%
TCOV
619
Trust Company of Vermont
Vermont
$765K +$2.97K +12 +0.4%
TIA
620
Trust Investment Advisors
Indiana
$753K +$12.1K +49 +2%
AP
621
Advisor Partners
California
$748K -$95.1K -384 -12%
Lido Advisors
622
Lido Advisors
California
$748K +$441K +1,781 +180%
BAM
623
Boyar Asset Management
New York
$739K +$16.3K +66 +2%
CBB
624
Citizens Business Bank
California
$723K
CW
625
Connectus Wealth
Ohio
$716K +$657K +2,653 New