We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
676
Capstone Investment Advisors
New York
$50K -$900K -13,907 -95%
LB
677
Legacy Bridge
Iowa
$46K – – –
PFGIA
678
Patriot Financial Group Insurance Agency
Massachusetts
$45K – – –
TSW
679
Thompson Siegel & Walmsley
Virginia
$45K – – –
FP
680
Financial Perspectives
Minnesota
$40.7K – – –
COCM
681
Charter Oak Capital Management
New Hampshire
$38K – – –
SWA
682
SOA Wealth Advisors
New York
$38K – – –
SC
683
Steph & Co
Wisconsin
$38K +$34.6K +535 New
CFA
684
Carroll Financial Associates
North Carolina
$37K +$906 +14 +3%
GWS
685
Glassman Wealth Services
Virginia
$36K +$323 +5 +1%
LWA
686
Lenox Wealth Advisors
New York
$36K +$1.23K +19 +4%
BBHC
687
Brown Brothers Harriman & Co
New York
$33K -$13.1K -203 -30%
FRA
688
Front Row Advisors
California
$33K -$711 -11 -2%
AWM
689
Accel Wealth Management
Iowa
$32K +$65 +1 +0.2%
CWS
690
Confluence Wealth Services
Pennsylvania
$31K +$29.4K +454 New
CCM
691
Covington Capital Management
California
$29K – – –
IUHSA
692
Itau Unibanco Holding S.A.
Brazil
$28K -$2.72K -42 -10%
WTA
693
Washington Trust Advisors
Massachusetts
$28K +$26.1K +404 New
FF
694
FourThought Financial
Florida
$27K -$11.6K -179 -32%
LC
695
Lindbrook Capital
California
$26K +$906 +14 +4%
FMII
696
Farmers & Merchants Investments Inc
Nebraska
$25K – – –
CA
697
Clearstead Advisors
Ohio
$23K -$323 -5 -1%
BIA
698
Bell Investment Advisors
California
$22K – – –
TFA
699
Toth Financial Advisory
Virginia
$22K +$65 +1 +0.3%
GWM
700
Geneos Wealth Management
Colorado
$21K -$65 -1 -0.3%