We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
676
Jones Financial Companies
Missouri
$225K -$14.9K -218 -6%
FPGK
677
Financial Partners Group (Kansas)
Kansas
$225K +$10.3K +150 +5%
CCT
678
Country Club Trust
Missouri
$224K -$33.5K -489 -13%
ZAM
679
Zevin Asset Management
Massachusetts
$221K
EWM
680
Evercore Wealth Management
New York
$221K +$8.69K +127 +4%
LNC
681
Lincoln National Corp
Pennsylvania
$220K -$136K -1,983 -38%
BS
682
Boenning & Scattergood
Pennsylvania
$220K
WP
683
WealthPLAN Partners
Nebraska
$219K -$548 -8 -0.2%
EMG
684
Ellington Management Group
Connecticut
$217K +$219K +3,200 New
MLL
685
Moody Lynn & Lieberson
Massachusetts
$217K +$219K +3,200 New
MCM
686
Monarch Capital Management
Indiana
$216K
SAM
687
SignalPoint Asset Management
Missouri
$214K +$548 +8 +0.3%
MCM
688
Murphy Capital Management
New Jersey
$213K -$114K -1,660 -34%
EWA
689
EP Wealth Advisors
California
$213K
IC
690
Intersect Capital
California
$212K
WB
691
Webster Bank
Connecticut
$212K
SFM
692
Signature Financial Management
Virginia
$212K +$214K +3,131 New
MGIA
693
Moneta Group Investment Advisors
Missouri
$211K +$213K +3,106 New
SFS
694
Sowell Financial Services
Arkansas
$210K
PL
695
Perpetual Ltd
Australia
$210K +$212K +3,100 New
ECM
696
EII Capital Management
New York
$209K +$21.6K +315 +11%
SCP
697
Syntal Capital Partners
Texas
$209K +$211K +3,085 New
CRWM
698
Castle Rock Wealth Management
California
$205K -$111K -1,619 -33%
I
699
INVST
Indiana
$205K +$203K +2,971 New
DBT
700
Dubuque Bank & Trust
Iowa
$204K -$548 -8 -0.3%