We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
701
Lowe Wealth Advisors
Maryland
$14K – – –
BWM
702
Baystate Wealth Management
Massachusetts
$14K +$117 +2 +0.9%
GAM
703
Gemmer Asset Management
California
$13K +$411 +7 +3%
M
704
MOTCO
Texas
$12K -$13.5K -230 -53%
NIC
705
Northwest Investment Counselors
Oregon
$12K +$12.1K +206 New
VWA
706
V Wealth Advisors
Kansas
$11K +$9.79K +167 New
ECM
707
Exchange Capital Management
Michigan
$10K – – –
FC
708
Ferris Capital
Massachusetts
$10K +$9.79K +167 New
IUHSA
709
Itau Unibanco Holding S.A.
Brazil
$9K -$13.5K -230 -59%
GBBWRPM
710
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$9K – – –
SSB
711
Sandy Spring Bank
Maryland
$9K – – –
TDC
712
Thompson Davis & Co
Virginia
$9K – – –
FDCDDQ
713
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.68K +$8.8K +150 New
HCM
714
Highlander Capital Management
New Jersey
$6K – – –
TFO
715
Tarbox Family Office
California
$6K – – –
WEC
716
Winslow Evans & Crocker
Massachusetts
$5.79K – – –
TSW
717
Thompson Siegel & Walmsley
Virginia
$5K – – –
IWM
718
IHT Wealth Management
Illinois
$5K +$235 +4 +0.5%
CPIG
719
Chicago Partners Investment Group
Illinois
$5K +$5.04K +86 New
HI
720
Hudock Inc
Pennsylvania
$5K +$5.16K +88 New
WPA
721
West Paces Advisors
Georgia
$3.99K -$62.9K -1,073 -94%
AC
722
Alexandria Capital
Virginia
$3K – – –
ZB
723
Zions Bancorporation
Utah
$3K +$1.47K +25 +104%
RWM
724
Raffa Wealth Management
District of Columbia
$2.31K – – –
AF
725
Arrow Financial
New York
$2K -$7.62K -130 -79%