We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
1101
L2 Asset Management
Massachusetts
$523K -$469K -1,233 -98%
North Star Asset Management
1102
North Star Asset Management
Wisconsin
$522K -$47.6K -125 -8%
I
1103
InceptionR
California
$522K -$585K -1,536 -52%
SSW
1104
Smith Shellnut Wilson
Mississippi
$521K – – –
EBT
1105
Enterprise Bank & Trust
Massachusetts
$518K -$3.81K -10 -0.7%
GWSG
1106
GPS Wealth Strategies Group
Colorado
$516K -$1.9K -5 -0.4%
GWM
1107
GDS Wealth Management
Texas
$516K -$7.99K -21 -1%
FPCP
1108
Fort Point Capital Partners
California
$516K +$9.89K +26 +2%
MW
1109
Marcum Wealth
Ohio
$513K -$29.3K -77 -5%
KFP
1110
KB Financial Partners
New Jersey
$512K -$16K -42 -3%
CHAM
1111
Clear Harbor Asset Management
Connecticut
$512K – – –
LW
1112
Linscomb Wealth
Texas
$510K +$39.2K +103 +8%
MPCG
1113
Matrix Private Capital Group
New York
$507K – – –
HBK Sorce Advisory
1114
HBK Sorce Advisory
Pennsylvania
$506K +$63.2K +166 +14%
First Citizens Bank & Trust
1115
First Citizens Bank & Trust
North Carolina
$503K +$29.7K +78 +6%
Douglas Lane & Associates
1116
Douglas Lane & Associates
New York
$502K +$33.5K +88 +7%
AR
1117
Advisory Research
Illinois
$495K -$4.19K -11 -0.8%
GDP
1118
Great Diamond Partners
Maine
$494K -$30.8K -81 -6%
ALPS Advisors
1119
ALPS Advisors
Colorado
$493K -$22.1K -58 -4%
Partners Capital Investment Group
1120
Partners Capital Investment Group
Massachusetts
$493K +$280K +736 +125%
SIC
1121
Samalin Investment Counsel
New York
$493K -$5.71K -15 -1%
Salem Investment Counselors
1122
Salem Investment Counselors
North Carolina
$489K – – –
Colony Group
1123
Colony Group
Massachusetts
$487K -$23.9M -62,814 -98%
AP
1124
Appleton Partners
Massachusetts
$487K – – –
PB
1125
Pinnacle Bancorp
Nebraska
$486K +$497K +1,306 New