We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PP
551
Patten & Patten
Tennessee
$229K +$214K +3,632 New
FBT
552
First Bankers Trust
Kentucky
$228K -$213K -3,620 -50%
HAG
553
HighPoint Advisor Group
Illinois
$228K +$214K +3,636 New
IA
554
IFP Advisors
Florida
$223K -$985K -16,724 -83%
PL
555
Plancorp LLC
Missouri
$221K +$207K +3,510 New
SPC
556
Stewart & Patten Company
California
$220K +$206K +3,496 New
DC
557
DeDora Capital
California
$219K +$205K +3,478 New
S
558
SignatureFD
Georgia
$218K -$10.6K -180 -5%
BFEC
559
Benjamin F. Edwards & Company
Missouri
$218K
MAFM
560
Mid Atlantic Financial Management
Pennsylvania
$218K +$204K +3,458 New
SC
561
Savant Capital
Illinois
$218K +$204K +3,466 New
TCOV
562
Trust Company of Vermont
Vermont
$215K -$5.89K -100 -3%
MJRIC
563
Mogy Joel R Investment Counsel
California
$214K +$200K +3,400 New
WAS
564
WESPAC Advisors SoCal
California
$208K +$1.3K +22 +0.7%
PGFC
565
Peapack-Gladstone Financial Corp
New Jersey
$205K +$192K +3,254 New
1SB
566
1ST Source Bank
Indiana
$204K +$191K +3,242 New
WF
567
Welch & Forbes
Massachusetts
$202K +$189K +3,206 New
SA
568
SRH Advisors
Kansas
$201K
HCM
569
Howland Capital Management
Massachusetts
$201K +$188K +3,196 New
Fiera Capital (Canada)
570
Fiera Capital (Canada)
Quebec, Canada
$201K +$189K +3,200 New
AW
571
Alpha Windward
Massachusetts
$199K +$471 +8 +0.3%
DWM
572
Destination Wealth Management
California
$188K -$23.6K -400 -12%
MPWT
573
MassMutual Private Wealth & Trust
Connecticut
$186K
TAM
574
Tiverton Asset Management
Delaware
$179K +$22K +374 +15%
RWA
575
Ropes Wealth Advisors
Massachusetts
$175K