We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
751
Baltimore-Washington Financial Advisors
Maryland
$254K +$19.3K +72 +9%
JHCP
752
Jackson Hole Capital Partners
Oklahoma
$251K
DAS
753
Dynamic Advisor Solutions
Arizona
$250K +$14.2K +53 +6%
CYG
754
Clean Yield Group
Vermont
$247K
BFO
755
Boston Family Office
Massachusetts
$244K
LJHT
756
Laurie J. Hall Trustee
$241K
CTC
757
Central Trust Company
Missouri
$240K -$21.4K -80 -9%
JPWM
758
Jamison Private Wealth Management
Georgia
$237K
SWM
759
Stockman Wealth Management
Montana
$237K
CI
760
Cigna Investments
Connecticut
$236K
AO
761
Advisor OS
Illinois
$236K +$11.3K +42 +5%
ICP
762
Impact Capital Partners
Colorado
$234K -$125K -467 -36%
HSA
763
HBK Sorce Advisory
Pennsylvania
$234K -$13.4K -50 -6%
ST
764
Somerset Trust
Pennsylvania
$233K +$2.68K +10 +1%
FHWM
765
Fox Hill Wealth Management
Massachusetts
$231K +$2.95K +11 +1%
BFA
766
Beaumont Financial Advisors
Massachusetts
$229K -$268 -1 -0.1%
WAG
767
Winthrop Advisory Group
Massachusetts
$228K +$213K +795 New
P
768
Pitcairn
Pennsylvania
$228K -$67K -250 -24%
BJL
769
Brighton Jones LLC
Washington
$228K +$212K +793 New
EWM
770
Evercore Wealth Management
New York
$225K
AFP
771
Alpha Financial Partners
Kentucky
$223K +$3.48K +13 +2%
FSA
772
Franklin Street Advisors
North Carolina
$223K
ACM
773
Argyle Capital Management
Pennsylvania
$223K
BBA
774
BLB&B Advisors
Pennsylvania
$221K
RMC
775
Resources Management Corp
Connecticut
$221K -$53.6K -200 -21%