We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
576
Zions Bancorporation
Utah
$12K – – –
WTB
577
Washington Trust Bank
Washington
$11K +$12.3K +75 New
APP
578
Avantax Planning Partners
Iowa
$11K +$13.3K +81 New
MPWT
579
MassMutual Private Wealth & Trust
Connecticut
$10.6K +$11.8K +72 New
SFG
580
SevenBridge Financial Group
Pennsylvania
$10K -$9.7K -59 -46%
VCM
581
Versant Capital Management
Arizona
$10K -$2.63K -16 -19%
VFA
582
Valeo Financial Advisors
Indiana
$10K +$9.04K +55 +393%
PWAG
583
Polaris Wealth Advisory Group
California
$10K +$11.7K +71 New
VIA
584
Vantage Investment Advisors
Pennsylvania
$9K – – –
FMA
585
FNY Managed Accounts
New York
$9K +$4.93K +30 +88%
PFSC
586
Peoples Financial Services Corp
Pennsylvania
$7K – – –
CFD
587
Creative Financial Designs
Indiana
$7K +$7.4K +45 New
FGC
588
Financial Gravity Companies
Texas
$6K -$2.79K -17 -30%
CFA
589
Carroll Financial Associates
North Carolina
$6K – – –
GAM
590
Gemmer Asset Management
California
$6K – – –
CFG
591
Citizens Financial Group
Rhode Island
$6K +$986 +6 +16%
VCM
592
Vigilant Capital Management
Maine
$6K +$6.25K +38 New
FGAM
593
Financial Gravity Asset Management
Texas
$6K +$6.41K +39 New
ACA
594
Atlas Capital Advisors
Wyoming
$5.31K +$5.92K +36 New
MA
595
MCF Advisors
Kentucky
$5K – – –
NSIM
596
North Star Investment Management
Illinois
$5K – – –
ACS
597
Archford Capital Strategies
Illinois
$5K +$4.6K +28 New
FC
598
Ferris Capital
Massachusetts
$5K +$5.59K +34 New
TSW
599
Thompson Siegel & Walmsley
Virginia
$4K -$4.11K -25 -45%
SWM
600
SeaCrest Wealth Management
New York
$4K -$1.81K -11 -28%