We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LSC
926
Lesa Sroufe & Co
Washington
$355K
MMHP
927
Murphy Middleton Hinkle & Parker
Georgia
$355K +$206 +3 +0.1%
SLWA
928
San Luis Wealth Advisors
California
$355K +$329K +4,778 New
TCOT
929
Trust Company of Toledo
Ohio
$355K +$329K +4,787 New
BIAS
930
Beacon Investment Advisory Services
New Jersey
$353K -$210K -3,050 -39%
GB
931
Goepper Burkhardt
South Carolina
$353K +$327K +4,755 New
LC
932
Lincoln Capital
Nebraska
$351K -$15.1K -220 -4%
VCG
933
Vantage Consulting Group
Virginia
$351K +$325K +4,728 New
CLOS
934
Compagnie Lombard Odier SCmA
Switzerland
$349K +$323K +4,702 New
CWM
935
Cordatus Wealth Management
Pennsylvania
$348K +$21.5K +313 +7%
MG
936
Mather Group
Illinois
$346K +$44.1K +642 +16%
PCA
937
Peddock Capital Advisors
Massachusetts
$344K -$17.6K -256 -5%
S
938
SimplyRich
California
$342K
VIA
939
Vident Investment Advisory
Georgia
$342K +$37.3K +543 +13%
WB
940
Webster Bank
Connecticut
$341K -$519K -7,548 -62%
PCG
941
Private Capital Group
Connecticut
$341K +$4.47K +65 +1%
HSWM
942
Hubbell Strickland Wealth Management
Louisiana
$339K +$1.24K +18 +0.4%
CCM
943
Coldstream Capital Management
Washington
$338K +$313K +4,552 New
EH
944
Employers Holdings
Nevada
$337K
AAM
945
Augustine Asset Management
Florida
$336K -$56.5K -822 -15%
EI
946
Ellevest Inc
New York
$335K -$128K -1,862 -29%
IA
947
IFG Advisory
Georgia
$335K -$10.9K -159 -3%
SFA
948
Sequoia Financial Advisors
Ohio
$333K +$58.9K +856 +24%
BWA
949
BDO Wealth Advisors
Florida
$332K
AF
950
Allworth Financial
California
$332K +$1.24K +18 +0.4%