We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
626
Lido Advisors
California
$585K +$86.8K +440 +15%
WWM
627
Western Wealth Management
Colorado
$578K -$37.3K -189 -5%
GP
628
Girard Partners
Pennsylvania
$572K -$30.2K -153 -4%
MCM
629
Monarch Capital Management
Indiana
$560K -$59.2K -300 -8%
LRPA
630
L. Roy Papp & Associates
Arizona
$559K
PFPT
631
Pinnacle Financial Partners (Tennessee)
Tennessee
$554K +$177K +896 +39%
UCFA
632
United Capital Financial Advisors
Texas
$550K -$650K -3,296 -51%
BBA
633
BLB&B Advisors
Pennsylvania
$543K -$49.5K -251 -7%
GWM
634
Geneos Wealth Management
Colorado
$542K -$30.6K -155 -5%
FC
635
Ferris Capital
Massachusetts
$540K -$6.51K -33 -1%
GT
636
Greenleaf Trust
Michigan
$537K +$8.29K +42 +1%
BPCA
637
Bank Pictet & Cie (Asia)
Singapore
$533K
CWA
638
Clarus Wealth Advisors
Arizona
$531K +$592 +3 +0.1%
CT
639
Caldwell Trust
Florida
$527K -$789 -4 -0.1%
SFS
640
Sowell Financial Services
Arkansas
$527K +$13K +66 +2%
GVAG
641
Great Valley Advisor Group
Delaware
$523K +$151K +766 +34%
CA
642
Clearstead Advisors
Ohio
$520K +$14.8K +75 +3%
NAM
643
Nexpoint Asset Management
Texas
$519K
CCA
644
Checchi Capital Advisers
California
$518K +$38.1K +193 +7%
DWT
645
Dorsey & Whitney Trust
South Dakota
$517K +$5.92K +30 +1%
MCCP
646
Mission Creek Capital Partners
California
$512K -$67.1K -340 -10%
FFA
647
First Foundation Advisors
California
$511K -$913K -4,627 -61%
MSS
648
Mitchell Sinkler & Starr
Pennsylvania
$509K
LNB
649
Ledyard National Bank
$507K -$82.9K -420 -13%
DBT
650
Dubuque Bank & Trust
Iowa
$503K +$152K +770 +36%