We are live on ! Find out more
SHOP icon

Shopify

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
426
Vigilare Wealth Management
Arizona
$269K +$194K +5,730 New
LW
427
Linscomb Wealth
Texas
$260K -$14.5K -430 -6%
PCA
428
Personal Capital Advisors
California
$260K +$221K +6,540 New
BBA
429
BLB&B Advisors
Pennsylvania
$258K
FTIOP
430
Fiduciary Trust International of Pennsylvania
Pennsylvania
$255K
GWM
431
Geneos Wealth Management
Colorado
$253K -$36.5K -1,080 -15%
MFG
432
Magnus Financial Group
New York
$253K +$215K +6,370 New
ME
433
McIlrath & Eck
Washington
$252K +$81.8K +2,420 +62%
RJT
434
Raymond James Trust
Florida
$252K +$214K +6,340 New
C
435
Certuity
Florida
$247K +$210K +6,220 New
IAP
436
Indie Asset Partners
Indiana
$245K +$208K +6,150 New
BBHC
437
Brown Brothers Harriman & Co
New York
$243K +$54.5K +1,610 +36%
CIAS
438
Capital Investment Advisory Services
North Carolina
$241K +$3.38K +100 +2%
AP
439
Appleton Partners
Massachusetts
$240K +$204K +6,040 New
LWAC
440
Laurel Wealth Advisors (California)
California
$239K -$294K -8,690 -59%
HAS
441
HBW Advisory Services
California
$239K +$193K +5,710 New
DWM
442
Destination Wealth Management
California
$239K +$203K +6,000 New
FTC
443
Farmers Trust Company
Ohio
$239K +$203K +6,000 New
SVWAG
444
Sound View Wealth Advisors Group
Georgia
$238K +$202K +5,980 New
PO
445
Private Ocean
California
$233K +$198K +5,840 New
HI
446
Harrington Investments
California
$232K +$198K +5,840 New
1WA
447
180 Wealth Advisors
Washington
$227K -$167K -4,930 -49%
MWM
448
Mission Wealth Management
California
$227K +$193K +5,700 New
NWS
449
Newport Wealth Strategies
California
$226K +$184K +5,450 New
WEC
450
Winslow Evans & Crocker
Massachusetts
$224K