We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
426
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$442K
YWP
427
YorkBridge Wealth Partners
New York
$441K -$26K -1,125 -5%
PTC
428
Private Trust Company
Ohio
$440K -$272K -11,805 -38%
SI
429
SII Investments
Wisconsin
$437K +$28K +1,215 +7%
RFC
430
Regions Financial Corp
Alabama
$424K -$289K -12,540 -40%
WG
431
Winton Group
United Kingdom
$418K -$228K -9,870 -35%
GP
432
Girard Partners
Pennsylvania
$418K -$1.38K -60 -0.3%
HIC
433
Holderness Investments Company
North Carolina
$417K
PMG
434
ProVise Management Group
Florida
$415K +$421K +18,255 New
PG
435
Proffitt & Goodson
Tennessee
$413K
Mariner
436
Mariner
Kansas
$412K
LWAC
437
Laurel Wealth Advisors (California)
California
$411K +$50.2K +2,175 +14%
BA
438
Birinyi Associates
Connecticut
$409K -$277K -12,000 -40%
LNC
439
Lincoln National Corp
Pennsylvania
$404K +$182K +7,875 +80%
IH
440
IFC Holdings
Florida
$400K +$63.7K +2,760 +19%
FAM
441
Formidable Asset Management
Ohio
$399K +$86.5K +3,750 +27%
DII
442
Domini Impact Investments
New York
$395K
TG
443
TLP Group
Illinois
$395K +$396K +17,160 +7,627%
FT
444
Fiduciary Trust
Massachusetts
$394K +$226K +9,795 +130%
SAM
445
Silvercrest Asset Management
New York
$393K
NFG
446
Next Financial Group
Texas
$391K -$63.7K -2,760 -14%
Koshinski Asset Management
447
Koshinski Asset Management
Illinois
$385K -$309K -13,380 -44%
FWM
448
Frontier Wealth Management
Missouri
$384K +$126K +5,475 +48%
CFA
449
Capstone Financial Advisors
Illinois
$381K +$95.2K +4,125 +33%
BF
450
BOK Financial
Oklahoma
$378K +$7.96K +345 +2%