We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CSB
501
City State Bank
Iowa
$346K -$10.5K -108 -2%
WTC
502
WhitTier Trust Company
Nevada
$345K – – –
CWM
503
Cornerstone Wealth Management
Missouri
$345K +$67K +690 +19%
EFS
504
Essex Financial Services
Connecticut
$343K +$418K +4,301 New
AP
505
Advisor Partners
California
$342K +$19.3K +199 +5%
WSTAM
506
Wilbanks Smith & Thomas Asset Management
Virginia
$338K -$194 -2 -0%
AP
507
Americana Partners
Texas
$337K +$415K +4,274 New
BF
508
BOK Financial
Oklahoma
$335K -$29K -299 -7%
BBA
509
BLB&B Advisors
Pennsylvania
$334K -$35.2K -363 -8%
SIA
510
SkyView Investment Advisors
New Jersey
$334K +$170K +1,748 +71%
FCAG
511
First Capital Advisors Group
New Jersey
$334K +$407K +4,196 New
MAG
512
MRA Advisory Group
New Jersey
$334K +$407K +4,196 New
CAM
513
Cubic Asset Management
Massachusetts
$331K – – –
HHAA
514
Henry H. Armstrong Associates
Pennsylvania
$331K +$404K +4,158 New
ACS
515
Archford Capital Strategies
Illinois
$329K -$5.92K -61 -1%
AWM
516
Altium Wealth Management
New York
$328K – – –
SIA
517
Schechter Investment Advisors
Michigan
$325K -$5.24K -54 -1%
RFO
518
RiverGlades Family Offices
Florida
$319K – – –
LNWWM
519
Laird Norton Wetherby Wealth Management
California
$312K +$29.3K +302 +8%
SSG
520
Summit Securities Group
New York
$311K -$136K -1,400 -26%
WJWM
521
Williams Jones Wealth Management
New York
$310K +$378K +3,889 New
DI
522
Diligent Investors
California
$303K – – –
AAM
523
Alken Asset Management
United Kingdom
$303K +$369K +3,800 New
QCG
524
Quadrant Capital Group
Ohio
$297K -$10.4K -107 -3%
CJFS
525
Coulter & Justus Financial Services
Tennessee
$295K +$359K +3,700 New