We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
826
Perigon Wealth Management
California
$121K +$112K +2,582 New
TF
827
Tompkins Financial
New York
$120K -$867 -20 -0.8%
BWA
828
BDO Wealth Advisors
Florida
$117K – – –
SFFS
829
Stonehage Fleming Financial Services
Jersey
$116K – – –
QCG
830
Quadrant Capital Group
Ohio
$116K +$6.76K +156 +7%
AF
831
Advisornet Financial
Minnesota
$112K -$19.6K -453 -16%
PFO
832
Pathstone Family Office
New Jersey
$112K +$19.8K +457 +24%
IBOK
833
Independence Bank of Kentucky
Kentucky
$106K -$26K -600 -21%
WB
834
Webster Bank
Connecticut
$100K – – –
EAM
835
Eagle Asset Management
Florida
$95K -$1.56M -35,943 -95%
CWC
836
Carolinas Wealth Consulting
North Carolina
$94K -$5.03K -116 -5%
HIA
837
Harbor Investment Advisory
Maryland
$91K -$6.15K -142 -7%
FHC
838
First Horizon Corporation
Tennessee
$91K -$477 -11 -0.6%
SWM
839
Sugarloaf Wealth Management
Georgia
$90K +$87 +2 +0.1%
EW
840
Evoke Wealth
California
$88K – – –
HCP
841
Hexagon Capital Partners
Arkansas
$87K – – –
UFG
842
United Fire Group
Iowa
$85K – – –
NC
843
NewSquare Capital
Pennsylvania
$82K – – –
PFBT
844
Parkside Financial Bank & Trust
Missouri
$80K +$14K +324 +24%
VCG
845
Vantage Consulting Group
Virginia
$79K +$72.8K +1,680 New
AA
846
Ancora Advisors
Ohio
$77K – – –
RPWA
847
Regent Peak Wealth Advisors
Georgia
$76K +$70.2K +1,619 New
SCM
848
Silvant Capital Management
Georgia
$75K – – –
AWA
849
Arkadios Wealth Advisors
Georgia
$75K +$3.42K +79 +5%
JFGIW
850
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$73K +$59.5K +1,372 +780%