We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LAIC
1226
Lederer & Associates Investment Counsel
California
$381K +$5.99K +80 +2%
MA
1227
Mutual Advisors
Nebraska
$379K +$87.5K +1,169 +30%
GIA
1228
GHP Investment Advisors
Colorado
$378K +$30.4K +406 +9%
CA
1229
Claro Advisors
Massachusetts
$378K +$334K +4,460 New
PNAA
1230
Pictet North America Advisors
Switzerland
$377K – – –
LDB
1231
Lee, Danner & Bass
Tennessee
$376K +$10.8K +144 +3%
Thompson Siegel & Walmsley
1232
Thompson Siegel & Walmsley
Virginia
$373K – – –
Smith Salley Wealth Management
1233
Smith Salley Wealth Management
North Carolina
$372K +$6.28K +84 +2%
Benjamin F. Edwards & Company
1234
Benjamin F. Edwards & Company
Missouri
$372K +$70.8K +946 +23%
BSG
1235
Black Swift Group
Colorado
$371K -$187K -2,500 -33%
LCH
1236
Lee Capital Holdings
New York
$371K – – –
HPWM
1237
Highland Private Wealth Management
Washington
$371K +$524 +7 +0.1%
NJBEST
1238
New Jersey Better Educational Savings Trust
New Jersey
$371K +$374K +5,000 New
MWA
1239
Martel Wealth Advisors
Washington
$368K -$15.7K -210 -4%
DMC
1240
Drexel Morgan & Co
Pennsylvania
$366K – – –
Quadrant Capital Group
1241
Quadrant Capital Group
Ohio
$366K +$44.4K +593 +13%
SCA
1242
Snowden Capital Advisors
New York
$364K +$72K +962 +24%
SL
1243
Signition LP
New York
$359K +$363K +4,847 New
PMG
1244
ProVise Management Group
Florida
$357K – – –
ZAM
1245
Zevin Asset Management
Massachusetts
$356K -$142K -1,900 -28%
POIA
1246
Pin Oak Investment Advisors
Texas
$351K -$44.7K -597 -11%
MFG
1247
Magnus Financial Group
New York
$350K +$353K +4,723 New
HCM
1248
Harvest Capital Management
New Hampshire
$349K +$2.24K +30 +0.6%
MSR
1249
Main Street Research
Connecticut
$349K +$38.4K +513 +12%
RIA
1250
Regal Investment Advisors
Michigan
$349K +$352K +4,711 New