We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FPS
1401
Fieldpoint Private Securities
Connecticut
$1.38M -$140K -5,296 -10%
TFO
1402
Tarbox Family Office
California
$1.38M +$1.22K +46 +0.1%
ET
1403
Equitable Trust
Tennessee
$1.37M -$421K -15,882 -25%
SCA
1404
Sippican Capital Advisors
Massachusetts
$1.37M +$13.1K +496 +1%
CAC
1405
Certified Advisory Corp
Florida
$1.37M -$47.7K -1,802 -4%
PCS
1406
Personal CFO Solutions
New Jersey
$1.37M +$1.27M +47,869 New
DSN
1407
D. Scott Neal
Kentucky
$1.36M
HI
1408
Horizon Investments
North Carolina
$1.36M +$272K +10,278 +27%
CAI
1409
Capital Advisors Inc
Oklahoma
$1.36M
KWMG
1410
King Wealth Management Group
Florida
$1.36M -$980 -37 -0.1%
WIC
1411
Whitegate Investment Counselors
New Hampshire
$1.35M +$111K +4,181 +10%
CIM
1412
Corda Investment Management
Texas
$1.35M -$14K -528 -1%
ANTB
1413
AMG National Trust Bank
Colorado
$1.35M -$192K -7,251 -13%
SAM
1414
Sawgrass Asset Management
Florida
$1.35M +$87.5K +3,304 +8%
SAM
1415
Shamrock Asset Management
Texas
$1.35M -$93K -3,510 -7%
FA
1416
FCG Advisors
New Jersey
$1.35M -$18.8K -710 -1%
SWA
1417
Stratos Wealth Advisors
Ohio
$1.35M +$179K +6,769 +17%
JSL
1418
JT Stratford LLC
Georgia
$1.35M +$231K +8,708 +23%
GRP
1419
Global Retirement Partners
California
$1.35M +$19.7K +742 +2%
FFG
1420
Frisch Financial Group
New York
$1.35M +$397K +14,974 +47%
CIM
1421
CIM Investment Management
Pennsylvania
$1.34M -$825K -31,137 -40%
KB
1422
Kimelman & Baird
New York
$1.34M
ARMT
1423
Amica Retiree Medical Trust
Rhode Island
$1.34M -$69.3K -2,614 -5%
PFA
1424
Pettinga Financial Advisors
Indiana
$1.34M +$132 +5 +0%
SAM
1425
Summit Asset Management
Tennessee
$1.33M -$33.7K -1,272 -3%