We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RHBC
976
R.H. Bluestein & Co
Michigan
$667K +$220K +2,500 +49%
TPWA
977
TRUE Private Wealth Advisors
Oregon
$666K -$2.29K -26 -0.3%
CAN
978
Claraphi Advisory Network
United States
$665K +$12.2K +139 +2%
EWM
979
Evercore Wealth Management
New York
$664K +$23.5K +267 +4%
SIA
980
SeaBridge Investment Advisors
New Jersey
$663K -$173K -1,960 -21%
IAA
981
Independent Advisor Alliance
North Carolina
$662K +$61.2K +695 +10%
CA
982
Calton & Associates
Florida
$657K +$97K +1,102 +17%
FIM
983
Fernwood Investment Management
Massachusetts
$652K -$26.4K -300 -4%
CICI
984
Capital Investment Counsel Inc
North Carolina
$650K
CG
985
Caprock Group
Idaho
$648K -$23K -261 -3%
NDSI
986
Newman Dignan & Sheerar Inc
Rhode Island
$648K -$10.3K -117 -1%
LJHT
987
Laurie J. Hall Trustee
$643K +$183K +2,075 +40%
NIC
988
Northwest Investment Counselors
Oregon
$638K
WSFS
989
Wilmington Savings Fund Society
Delaware
$636K -$3.26K -37 -0.5%
ACM
990
Azimuth Capital Management
Michigan
$634K +$14.2K +161 +2%
GIA
991
Guyasuta Investment Advisors
Pennsylvania
$633K
PCM
992
Princeton Capital Management
New Jersey
$630K -$21.1K -240 -3%
AOWM
993
Alpha Omega Wealth Management
Virginia
$627K -$11.3K -128 -2%
JFA
994
JNBA Financial Advisors
Minnesota
$627K +$545K +6,186 +653%
WSCM
995
Wellington Shields Capital Management
New York
$624K
AAP
996
Ardsley Advisory Partners
Connecticut
$615K
BPCE
997
Bank Pictet & Cie (Europe)
Germany
$615K
MA
998
Mutual Advisors
Nebraska
$615K +$14.1K +160 +2%
SC
999
Savant Capital
Illinois
$615K +$69.8K +793 +13%
SLF
1000
Sun Life Financial
Ontario, Canada
$613K +$19.7K +224 +3%