We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FMT
601
First Mercantile Trust
Tennessee
$320K -$70.4K -317 -19%
APG
602
Abacus Planning Group
South Carolina
$316K -$44.4K -200 -13%
CCA
603
Checchi Capital Advisers
California
$314K +$7.56K +34 +3%
MCM
604
Maple Capital Management
Vermont
$312K -$25.6K -115 -8%
LOPW
605
Live Oak Private Wealth
North Carolina
$312K +$292K +1,314 New
PFA
606
Pathway Financial Advisors
Vermont
$308K +$267K +1,200 New
Carson Wealth (CWM LLC)
607
Carson Wealth (CWM LLC)
Nebraska
$304K
PAS
608
Park Avenue Securities
New York
$301K +$14K +63 +5%
PHAM
609
Palisades Hudson Asset Management
Florida
$299K
PI
610
Pettee Investors
Connecticut
$296K
HH
611
HWG Holdings
Texas
$295K +$103K +463 +59%
LHC
612
Little House Capital
Massachusetts
$294K -$631K -2,838 -70%
BP
613
Ballentine Partners
Massachusetts
$294K
SFA
614
Sequoia Financial Advisors
Ohio
$292K +$11.3K +51 +4%
LS
615
Livforsakringsbolaget Skandia
Sweden
$290K -$178K -800 -40%
FNBT
616
FineMark National Bank & Trust
Florida
$289K +$17.1K +77 +7%
IC
617
IEQ Capital
California
$288K +$270K +1,213 New
OC
618
Oppenheimer & Co
New York
$285K -$133K -600 -33%
WB
619
Webster Bank
Connecticut
$285K
UCFA
620
United Capital Financial Advisors
Texas
$284K -$175K -788 -40%
Federated Hermes
621
Federated Hermes
Pennsylvania
$283K -$149K -672 -36%
TCOV
622
Trust Company of Vermont
Vermont
$283K
SW
623
SVB Wealth
Massachusetts
$283K +$40K +180 +18%
CC
624
Caxton Corporation
New Jersey
$280K +$889 +4 +0.3%
ASN
625
Advisory Services Network
Georgia
$279K +$7.33K +33 +3%