We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
526
ProVise Management Group
Florida
$12.8M +$131K +2,579 +1%
NWM
527
Nicola Wealth Management
British Columbia, Canada
$12.7M -$1.27M -25,000 -9%
AP
528
Advisor Partners
California
$12.7M +$1.03M +20,282 +9%
IAA
529
Independent Advisor Alliance
North Carolina
$12.6M +$74.6K +1,464 +0.6%
ATC
530
Argent Trust Co
Tennessee
$12.5M +$580K +11,383 +5%
IC
531
IEQ Capital
California
$12.4M +$332K +6,516 +3%
CA
532
Cetera Advisors
Colorado
$12.4M +$251K +4,919 +2%
FG
533
Fiduciary Group
Georgia
$12.4M -$172K -3,378 -1%
SDJVC
534
St. Denis J. Villere & Co
Louisiana
$12.4M -$165K -3,241 -1%
CCC
535
Cincinnati Casualty Company
Ohio
$12.4M
MCM
536
Maryland Capital Management
Maryland
$12.4M +$226K +4,430 +2%
VWA
537
Visionary Wealth Advisors
Illinois
$12.4M -$3.91M -76,698 -25%
MPWT
538
MassMutual Private Wealth & Trust
Connecticut
$12.4M -$15.5K -305 -0.1%
SIS
539
Sound Income Strategies
Florida
$12.4M +$926K +18,169 +8%
OPCM
540
Osborne Partners Capital Management
California
$12.3M +$10.1M +197,584 +522%
Lido Advisors
541
Lido Advisors
California
$12.3M -$1.94M -37,985 -14%
FM
542
Foster & Motley
Ohio
$12.2M -$111K -2,179 -0.9%
CCM
543
Covington Capital Management
California
$12.2M +$4.73M +92,732 +66%
KIA
544
KCM Investment Advisors
California
$12.2M -$129K -2,533 -1%
CA
545
Cullinan Associates
Kentucky
$12.2M +$2.36M +46,392 +25%
CAM
546
Cresset Asset Management
Illinois
$12M -$54.5K -1,070 -0.5%
LW
547
Linscomb Wealth
Texas
$11.9M -$226K -4,438 -2%
AC
548
Allstate Corporation
Illinois
$11.9M -$10.4M -204,265 -47%
SBWIC
549
Schaper Benz & Wise Investment Counsel
Wisconsin
$11.9M -$161K -3,167 -1%
CIC
550
Carnegie Investment Counsel
Ohio
$11.9M +$524K +10,286 +5%