We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
876
HCR Wealth Advisors
California
$915K +$16.5K +287 +2%
GCAC
877
Guardian Capital Advisors (Canada)
Ontario, Canada
$914K +$180K +3,135 +30%
BWA
878
Burt Wealth Advisors
Maryland
$913K -$1.9K -33 -0.2%
CG
879
Caprock Group
Idaho
$912K +$64.6K +1,123 +9%
LOAME
880
Lombard Odier Asset Management (Europe)
United Kingdom
$911K -$37.4K -650 -4%
PTC
881
Private Trust Company
Ohio
$908K -$70.6K -1,228 -8%
SI
882
SII Investments
Wisconsin
$906K -$244K -4,242 -23%
DPIM
883
Duff & Phelps Investment Management
Illinois
$906K -$21.8K -380 -3%
Koshinski Asset Management
884
Koshinski Asset Management
Illinois
$906K +$194K +3,381 +30%
BO
885
Bank OZK
Arkansas
$894K -$23K -400 -3%
VDFA
886
Vickerman & Driscoll Financial Advisors
Washington
$890K +$818K +14,231 New
MIAN
887
Mariner Independent Advisor Network
Kansas
$889K +$818K +14,220 New
SSP
888
Sapphire Star Partners
Washington
$882K -$345K -6,000 -30%
MAM
889
Martingale Asset Management
Massachusetts
$872K -$805 -14 -0.1%
OPWM
890
Oak Point Wealth Management
Michigan
$872K +$799K +13,892 New
JRP
891
Jasper Ridge Partners
California
$869K -$134M -2,334,094 -99%
SIC
892
Salem Investment Counselors
North Carolina
$869K -$121K -2,100 -13%
PWSG
893
Pacific Wealth Strategies Group
California
$868K +$28K +487 +4%
SFSIG
894
San Francisco Sentry Investment Group
California
$865K -$45.5K -792 -5%
MMPW
895
Mitchell McLeod Pugh & Williams
Alabama
$864K – – –
DAM
896
Diamant Asset Management
Connecticut
$861K +$791K +13,757 New
SBA
897
Secrest Blakey & Associates
North Carolina
$855K +$784K +13,633 New
OFS
898
Orrstown Financial Services
Pennsylvania
$849K +$9.08K +158 +1%
SFG
899
SevenBridge Financial Group
Pennsylvania
$847K -$11.2K -195 -1%
SSW
900
Smith Shellnut Wilson
Mississippi
$835K -$17.2K -299 -2%