We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
651
Lincoln National Corp
Pennsylvania
$302K +$279K +1,328 New
IFWM
652
Institute for Wealth Management
Colorado
$301K -$8.4K -40 -3%
SI
653
Symmetry Investments
Jersey
$299K +$277K +1,317 New
CWM
654
Compass Wealth Management
Connecticut
$298K -$96K -457 -26%
BM
655
Belfer Management
New York
$298K
TCA
656
Transcend Capital Advisors
New Jersey
$297K -$44.7K -213 -14%
PFS
657
Physicians Financial Services
North Carolina
$296K
HCC
658
Hirtle Callaghan & Co
Pennsylvania
$295K
RWA
659
River Wealth Advisors
Pennsylvania
$295K -$77.7K -370 -22%
CWM
660
Chesapeake Wealth Management
Virginia
$295K
SCM
661
SKBA Capital Management
California
$293K -$21K -100 -7%
ACM
662
Allred Capital Management
Texas
$292K -$630 -3 -0.2%
MWM
663
Modera Wealth Management
New Jersey
$291K +$52.5K +250 +24%
HI
664
Horizon Investments
North Carolina
$290K +$3.99K +19 +2%
FFM
665
Forum Financial Management
Illinois
$288K
APWM
666
Argonautica Private Wealth Management
Massachusetts
$288K
CIA
667
Capital Investment Advisors
Georgia
$287K -$1.26K -6 -0.5%
VanEck Associates
668
VanEck Associates
New York
$285K -$1.17M -5,550 -82%
MAWA
669
Moss Adams Wealth Advisors
Washington
$285K -$2.73K -13 -1%
CIA
670
Choate Investment Advisors
Massachusetts
$285K +$21.8K +104 +9%
EI
671
Ethic Inc
New York
$284K +$262K +1,249 New
HI
672
Harbour Investments
Wisconsin
$283K +$7.56K +36 +3%
EWM
673
Evercore Wealth Management
New York
$283K +$3.99K +19 +2%
ESB
674
Essex Savings Bank
Connecticut
$282K
S
675
SignatureFD
Georgia
$282K +$55.7K +265 +27%