We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
326
Flagship Harbor Advisors
Massachusetts
$511K -$8.47K -465 -2%
FLPIM
327
F.L. Putnam Investment Management
Massachusetts
$507K +$65.7K +3,605 +16%
RP
328
Riverwater Partners
Wisconsin
$505K +$156K +8,580 +48%
SWM
329
Seed Wealth Management
Illinois
$504K
BWM
330
BigSur Wealth Management
Florida
$501K
IAS
331
Insigneo Advisory Services
Florida
$493K +$27.9K +1,530 +6%
Lido Advisors
332
Lido Advisors
California
$490K -$28.8K -1,580 -6%
WG
333
Welch Group
Alabama
$483K
WT
334
Whittier Trust
California
$483K -$489K -26,855 -52%
FDCDDQ
335
Federation des caisses Desjardins du Quebec
Quebec, Canada
$481K +$23.1K +1,270 +5%
BTI
336
Blue Trust Inc
Georgia
$481K +$202K +11,085 +64%
GIM
337
Grassi Investment Management
California
$480K -$54.7K -3,000 -11%
FT
338
Fiduciary Trust
Massachusetts
$479K +$53.3K +2,925 +13%
SRC
339
Sage Rhino Capital
California
$476K +$11.6K +635 +3%
TPWM
340
Twelve Points Wealth Management
Massachusetts
$474K +$3.83K +210 +0.9%
DAS
341
Dynamic Advisor Solutions
Arizona
$473K -$319K -17,495 -42%
BBVA
342
Banco Bilbao Vizcaya Argentaria
Spain
$472K +$184K +10,080 +70%
SAM
343
Smartleaf Asset Management
Massachusetts
$471K +$293K +16,090 +191%
William Blair & Company
344
William Blair & Company
Illinois
$469K +$5.29K +290 +1%
KFI
345
Key Financial Inc
Pennsylvania
$469K
WTC
346
WhitTier Trust Company
Nevada
$468K -$347K -19,050 -44%
IAN
347
Integrated Advisors Network
Texas
$467K +$10.2K +560 +2%
BA
348
Bridgewater Advisors
New York
$465K +$2.37M +130,220 New
CWM
349
Cordatus Wealth Management
Pennsylvania
$460K
OWM
350
Opes Wealth Management
California
$453K