We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PP
426
Paloma Partners
Connecticut
$420K -$2.63M -119,385 -87%
LWCFA
427
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$420K +$23.1K +1,050 +6%
DII
428
Domini Impact Investments
New York
$419K -$95.4K -4,335 -20%
EFS
429
Essex Financial Services
Connecticut
$419K +$8.91K +405 +2%
SAM
430
Silvercrest Asset Management
New York
$417K -$74.3K -3,375 -16%
SIC
431
Sigma Investment Counselors
Michigan
$417K
PA
432
Parallel Advisors
California
$413K +$85.5K +3,885 +25%
BFO
433
Boston Family Office
Massachusetts
$400K +$365K +16,575 New
BF
434
BOK Financial
Oklahoma
$392K +$53.5K +2,430 +18%
RCAG
435
Rehmann Capital Advisory Group
Michigan
$391K -$24.8K -1,125 -6%
CS
436
Cannell & Spears
New York
$391K +$357K +16,200 New
HK
437
Horizon Kinetics
New York
$384K -$185K -8,400 -35%
LWAC
438
Laurel Wealth Advisors (California)
California
$384K +$351K +15,930 New
FA
439
FDx Advisors
Illinois
$381K +$348K +15,825 New
PWLP
440
Prio Wealth Limited Partnership
Massachusetts
$376K
GG
441
Gofen & Glossberg
Illinois
$375K +$40.9K +1,860 +14%
BCAM
442
Boston Common Asset Management
Massachusetts
$372K +$340K +15,450 New
HFS
443
HL Financial Services
Kentucky
$369K -$16.5K -750 -5%
FTI
444
Fiduciary Trust International
Massachusetts
$369K
TSS
445
Two Sigma Securities
New York
$368K -$508K -23,100 -60%
RWA
446
Ropes Wealth Advisors
Massachusetts
$366K +$334K +15,165 New
SFA
447
Sequoia Financial Advisors
Ohio
$365K +$333K +15,120 New
SBIA
448
Sheaff Brock Investment Advisors
Indiana
$361K +$36.3K +1,650 +12%
MWM
449
Meridian Wealth Management
Kentucky
$358K +$327K +14,865 New
CL
450
CPWM LLC
Washington
$357K +$5.28K +240 +2%