We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
UAML
1551
US Asset Management LLC
Pennsylvania
$531K – – –
BAM
1552
Beaumont Asset Management
Texas
$531K +$119K +1,006 +24%
SA
1553
Strategic Advisors
New York
$530K -$1.25M -10,565 -67%
BBI
1554
Baxter Bros Inc
Connecticut
$530K -$14.2K -120 -2%
DSN
1555
D. Scott Neal
Kentucky
$530K – – –
BIAS
1556
Beacon Investment Advisory Services
New Jersey
$527K +$34.5K +292 +6%
CFG
1557
Cooper Financial Group
California
$527K +$421K +3,558 +223%
T
1558
TOBAM
France
$524K +$33.6K +284 +6%
SHWM
1559
Silicon Hills Wealth Management
Texas
$521K -$710 -6 -0.1%
AP
1560
Appleton Partners
Massachusetts
$521K +$137K +1,159 +29%
CFCI
1561
Comprehensive Financial Consultants Institutional
Indiana
$520K +$2.25K +19 +0.4%
WMA
1562
Wealth Management Associates
New Jersey
$519K -$355K -2,999 -37%
TFS
1563
TrustCore Financial Services
Tennessee
$518K +$7.69K +65 +1%
RWA
1564
Ropes Wealth Advisors
Massachusetts
$517K +$49.2K +416 +9%
NAS
1565
Nicolet Advisory Services
Wisconsin
$516K +$16K +135 +3%
IP
1566
Investment Partners
Ohio
$513K +$7.21K +61 +1%
BCP
1567
Berkeley Capital Partners
Georgia
$512K +$2.01K +17 +0.3%
TCB
1568
Texas Capital Bancshares
Texas
$510K -$78.1K -660 -12%
NW
1569
Naviter Wealth
Arkansas
$510K +$591K +4,994 New
GC
1570
GFG Capital
Florida
$509K -$72.1K -610 -11%
BWA
1571
Burt Wealth Advisors
Maryland
$509K – – –
GWSG
1572
GPS Wealth Strategies Group
Colorado
$508K -$36.3K -307 -6%
WA
1573
Wealth Architects
California
$508K +$88.8K +751 +18%
PCM
1574
Prelude Capital Management
New York
$508K +$189K +1,597 +47%
KTC
1575
Kistler-Tiffany Companies
Pennsylvania
$506K +$28.9K +244 +5%