We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
376
JFS Wealth Advisors
Pennsylvania
$204K – – –
MAA
377
Mraz Amerine & Associates
California
$204K +$198K +4,095 New
BBA
378
BLB&B Advisors
Pennsylvania
$203K -$4.84K -100 -2%
HSA
379
HBK Sorce Advisory
Pennsylvania
$203K +$197K +4,071 New
PCP
380
Proficio Capital Partners
Massachusetts
$201K -$42K -867 -18%
KLWA
381
Kelly Lawrence W & Associates
California
$200K – – –
HA
382
Hamel Associates
New Jersey
$200K +$195K +4,025 New
AWM
383
Avior Wealth Management
Nebraska
$191K +$2.95K +61 +2%
EDRH
384
Edmond de Rothschild Holding
Switzerland
$180K +$36.3K +750 +26%
CFG
385
CKW Financial Group
Hawaii
$175K – – –
WTC
386
WhitTier Trust Company
Nevada
$175K +$6.19K +128 +4%
GWM
387
Geneos Wealth Management
Colorado
$174K +$44K +909 +35%
YWP
388
YorkBridge Wealth Partners
New York
$153K – – –
WAM
389
Wealthspire Advisors (Maryland)
Maryland
$148K -$29.2K -604 -17%
PA
390
Parallel Advisors
California
$148K +$18.6K +385 +13%
BONST
391
Bank of Nova Scotia Trust
Ontario, Canada
$125K +$121K +2,499 New
BIMC
392
Benson Investment Management Company
Virginia
$117K – – –
ARMT
393
Amica Retiree Medical Trust
Rhode Island
$113K – – –
SIAS
394
Shine Investment Advisory Services
Colorado
$108K +$7.21K +149 +7%
OIA
395
OneDigital Investment Advisors
Kansas
$102K -$4.84K -100 -5%
CBT
396
Capital Bank & Trust
California
$100K – – –
PK
397
Pflug Koory
Nebraska
$100K – – –
WTB
398
Washington Trust Bank
Washington
$100K +$96.8K +2,000 New
SSB
399
Sandy Spring Bank
Maryland
$98K +$25.9K +536 +38%
JCM
400
Jacobi Capital Management
Pennsylvania
$93K +$9.68K +200 +12%