We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
751
Triangle Securities Wealth Management
North Carolina
$690K
Wealthfront Advisers
752
Wealthfront Advisers
California
$689K +$104K +1,347 +18%
FTDI
753
First Trust Direct Indexing
Massachusetts
$688K +$53.6K +691 +9%
CT
754
Caldwell Trust
Florida
$682K +$9.69K +125 +1%
SSW
755
Smith Shellnut Wilson
Mississippi
$681K -$430K -5,549 -39%
SWP
756
Stratos Wealth Partners
Ohio
$681K -$27.1K -350 -4%
AFA
757
Abacus FCF Advisors
Florida
$681K +$656K +8,457 New
HB
758
Homrich & Berg
Georgia
$675K -$14K -180 -2%
CCM
759
Conway Capital Management
California
$674K +$20.1K +259 +3%
DWA
760
Douglass Winthrop Advisors
New York
$673K +$98K +1,264 +17%
LIM
761
Longfellow Investment Management
Massachusetts
$671K -$97.4K -1,256 -13%
Axa
762
Axa
France
$665K -$252K -3,250 -28%
CFG
763
Citizens Financial Group
Rhode Island
$655K -$62K -800 -9%
CNC
764
Canandaigua National Corp
New York
$651K +$4.11K +53 +0.6%
NL
765
NWAM LLC
Washington
$651K +$641K +8,269 New
BRM
766
Boston Research & Management
Massachusetts
$644K
H
767
HoyleCohen
California
$643K +$62K +800 +11%
GWAM
768
Guardian Wealth Advisors (Minnesota)
Minnesota
$641K -$22.7K -293 -3%
Parallax Volatility Advisers
769
Parallax Volatility Advisers
California
$638K -$2.62M -33,809 -81%
SAM
770
Selway Asset Management
$638K
FPF
771
First Pacific Financial
Washington
$637K +$77.6K +1,001 +14%
VCM
772
Vigilant Capital Management
Maine
$636K -$368K -4,745 -37%
WC
773
Whitney & Co
New York
$636K
HAG
774
HighPoint Advisor Group
Illinois
$635K +$4.42K +57 +0.7%
PTC
775
Private Trust Company
Ohio
$626K +$35.9K +463 +6%