We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1026
WESPAC Advisors
California
$556K +$105K +891 +30%
ST
1027
Spinnaker Trust
Maine
$555K -$159K -1,350 -26%
NFG
1028
Nations Financial Group
Iowa
$553K +$8.86K +75 +2%
LW
1029
Linscomb Wealth
Texas
$547K -$1.98M -16,737 -81%
MECA
1030
Miller Equity Capital Advisors
Texas
$547K +$452K +3,825 New
PA
1031
PSI Advisors
Florida
$546K +$451K +3,822 New
BL
1032
Balentine LLC
Georgia
$541K +$17.7K +150 +4%
VNA
1033
Valley National Advisers
Pennsylvania
$540K -$9.56K -81 -2%
FT
1034
Fiduciary Trust
Massachusetts
$537K +$29.4K +249 +7%
PWPS
1035
Pinnacle Wealth Planning Services
Ohio
$537K +$66.6K +564 +18%
WSCM
1036
Wellington Shields Capital Management
New York
$536K
TFS
1037
Thoroughbred Financial Services
Tennessee
$535K -$245K -2,073 -36%
GWMIA
1038
Global Wealth Management Investment Advisory
Florida
$535K -$47.5K -402 -10%
PJSIMP
1039
P.J. Schmidt Investment Management (PJS)
Wisconsin
$535K +$74.4K +630 +20%
PP
1040
Prudential plc
United Kingdom
$535K +$442K +3,741 New
CG
1041
Colony Group
Massachusetts
$534K -$85.4K -723 -16%
CAAS
1042
Capital Asset Advisory Services
Michigan
$527K +$68.4K +579 +19%
RP
1043
Rice Partnership
Hawaii
$526K
BMCM
1044
Bryn Mawr Capital Management
Pennsylvania
$526K +$5.31K +45 +1%
CWM
1045
Connecticut Wealth Management
Connecticut
$526K +$26.6K +225 +7%
CSIC
1046
Clifford Swan Investment Counsel
California
$525K +$25.9K +219 +6%
BIP
1047
Blueprint Investment Partners
North Carolina
$524K +$263K +2,226 New
BPCE
1048
Bank Pictet & Cie (Europe)
Germany
$522K -$100K -849 -19%
RW
1049
REDW Wealth
New Mexico
$521K -$8.86K -75 -2%
CC
1050
Chicago Capital
Illinois
$521K +$28K +237 +7%