We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
1551
Voya Financial Advisors
Connecticut
$276K -$15.5K -99 -5%
Pendal Group
1552
Pendal Group
Australia
$276K +$35K +223 +14%
SPWM
1553
Schrum Private Wealth Management
Florida
$275K +$628 +4 +0.2%
FWM
1554
Forza Wealth Management
Florida
$275K +$289K +1,845 New
LPIC
1555
LeJeune Puetz Investment Counsel
Michigan
$274K – – –
MIC
1556
Means Investment Company
Maine
$274K -$4.86K -31 -2%
Compagnie Lombard Odier SCmA
1557
Compagnie Lombard Odier SCmA
Switzerland
$274K +$144K +920 +100%
T
1558
TCWP
Ohio
$274K -$75.5K -481 -21%
NDSI
1559
Newman Dignan & Sheerar Inc
Rhode Island
$273K +$35.8K +228 +14%
First Merchants Corp
1560
First Merchants Corp
Indiana
$273K -$57.4K -366 -17%
WA
1561
Wealth Alliance
New York
$273K +$16.2K +103 +6%
TA
1562
TFG Advisers
Michigan
$272K +$22.3K +142 +8%
VST
1563
Van Strum & Towne
California
$271K – – –
QPW
1564
Quantum Private Wealth
Florida
$271K +$285K +1,816 New
GPA
1565
Garrison Point Advisors
California
$270K – – –
CCM
1566
Crew Capital Management
Ohio
$269K +$8.63K +55 +3%
MAWA
1567
Moss Adams Wealth Advisors
Washington
$269K +$283K +1,805 New
CWA
1568
Clarity Wealth Advisors
California
$268K -$5.33K -34 -2%
NRI
1569
NFP Retirement Inc
California
$268K -$35.5K -226 -11%
Plancorp LLC
1570
Plancorp LLC
Missouri
$267K -$941 -6 -0.3%
KFGK
1571
Keystone Financial Group (Kentucky)
Kentucky
$267K -$25.3K -161 -8%
FWTB
1572
First Western Trust Bank
Colorado
$266K – – –
WIC
1573
Woodmont Investment Counsel
Tennessee
$266K +$7.06K +45 +3%
TA
1574
TrueWealth Advisors
Alabama
$265K -$4.55K -29 -2%
FSCM
1575
Front Street Capital Management
Montana
$265K – – –