We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
1801
Focus Financial Network
Minnesota
$313K -$64.3K -625 -16%
GWM
1802
Gitterman Wealth Management
New Jersey
$313K +$337K +3,272 New
TBC
1803
Ted Buchan & Co
California
$311K
SAG
1804
SageView Advisory Group
California
$310K -$21.7K -211 -6%
NRC
1805
New Republic Capital
North Carolina
$310K +$131K +1,269 +64%
CBA
1806
Coastal Bridge Advisors
Connecticut
$310K +$31.2K +303 +10%
OCM
1807
Orion Capital Management
California
$310K
MKC
1808
M. Kraus & Co
Vermont
$310K -$5.04K -49 -1%
RC
1809
Rovin Capital
Arizona
$308K +$331K +3,221 New
MWA
1810
Martel Wealth Advisors
Washington
$307K -$21.4K -208 -6%
CFP
1811
Catalyst Financial Partners
Massachusetts
$307K +$3.81K +37 +1%
CWA
1812
CM Wealth Advisors
Ohio
$307K -$383K -3,721 -56%
RIG
1813
Renaissance Investment Group
Massachusetts
$307K -$3.6K -35 -1%
GIM
1814
Groesbeck Investment Management
New Jersey
$306K
VC
1815
Veracity Capital
Georgia
$306K -$18.1K -176 -5%
BWM
1816
Baystate Wealth Management
Massachusetts
$306K -$4.32K -42 -1%
NAM
1817
NorthCrest Asset Manangement
Minnesota
$306K +$39.2K +381 +14%
MA
1818
MJP Associates
Connecticut
$305K +$62.4K +607 +23%
SCA
1819
STALEY CAPITAL ADVISERS
Pennsylvania
$304K +$1.75K +17 +0.5%
FFA
1820
Founders Financial Alliance
North Carolina
$303K -$46.8K -455 -13%
MSA
1821
Marino Stram & Associates
Massachusetts
$303K +$42.3K +411 +15%
BOH
1822
Bank of Hawaii
Hawaii
$302K +$79.7K +775 +33%
IIA
1823
IPG Investment Advisors
California
$302K -$67.5K -656 -17%
ACH
1824
ArrowMark Colorado Holdings
Colorado
$302K
USB
1825
Union Savings Bank
Connecticut
$301K +$33.9K +330 +12%