We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PNAA
901
Pictet North America Advisors
Switzerland
$313K
IAA
902
Independent Advisor Alliance
North Carolina
$311K -$459 -11 -0.1%
AHC
903
Adell Harriman & Carpenter
Texas
$308K -$19.5K -468 -5%
PC
904
Pecaut & Co
Iowa
$304K
HPWM
905
Highland Private Wealth Management
Washington
$301K +$351K +8,414 New
PI
906
Pettee Investors
Connecticut
$299K -$4.88K -117 -1%
SFM
907
Systematic Financial Management
New Jersey
$297K
TLP
908
Trinity Legacy Partners
Texas
$296K +$4.17K +100 +1%
SHFA
909
SS&H Financial Advisors
Michigan
$288K -$41.7K -1,000 -11%
EGA
910
E&G Advisors
Texas
$287K +$41.7K +1,000 +14%
IFWM
911
Institute for Wealth Management
Colorado
$286K
REMPR
912
Roof Eidam Maycock Peralta (REMP)
California
$286K
LCS
913
Levin Capital Strategies
New York
$285K -$334K -8,000 -50%
SSW
914
Stone Summit Wealth
Florida
$284K -$16.5K -395 -5%
CANC
915
Culbertson A N & Co
Virginia
$283K
WCM
916
Wunderlich Capital Managemnt
Tennessee
$282K +$329K +7,894 New
CIA
917
Capital Investment Advisors
Georgia
$281K -$9.76K -234 -3%
LI
918
LMCG Investments
Massachusetts
$279K -$17.6K -421 -5%
BSW
919
Buckingham Strategic Wealth
Missouri
$276K +$31K +743 +11%
IA
920
IFG Advisory
Georgia
$274K +$13.1K +313 +4%
DWA
921
Douglass Winthrop Advisors
New York
$271K +$82.4K +1,975 +35%
FNBTCON
922
First National Bank & Trust Co of Newtown
Pennsylvania
$270K
IWC
923
Integrated Wealth Concepts
Massachusetts
$268K -$391K -9,375 -56%
AAM
924
Autus Asset Management
Arizona
$268K -$21.6K -517 -6%
CBN
925
Cadence Bank NA
Texas
$268K