We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CG
851
Colony Group
Massachusetts
$467K +$171K +1,798 +72%
PCA
852
Personal Capital Advisors
California
$466K +$32K +337 +9%
GIA
853
Guyasuta Investment Advisors
Pennsylvania
$465K +$83.1K +876 +26%
SIG
854
Sargent Investment Group
Maryland
$463K
FPGK
855
Financial Partners Group (Kansas)
Kansas
$462K -$31.4K -331 -9%
BCM
856
Beck Capital Management
Texas
$455K +$396K +4,171 New
BAM
857
Berkshire Asset Management
Pennsylvania
$454K
BPA
858
Beacon Pointe Advisors
California
$452K +$393K +4,147 New
AWM
859
Altium Wealth Management
New York
$451K +$50.7K +535 +15%
OPS
860
Orion Portfolio Solutions
Nebraska
$450K +$392K +4,128 New
MSAM
861
Moloney Securities Asset Management
Missouri
$449K -$4.46K -47 -1%
GAM
862
Griffin Asset Management
New York
$448K +$1.52K +16 +0.4%
VCM
863
Virtue Capital Management
Tennessee
$445K -$55.2K -582 -12%
PCH
864
PGIM Custom Harvest
New Jersey
$445K +$387K +4,078 New
FAIM
865
Financial Advocates Investment Management
Washington
$443K +$386K +4,065 New
EDRIA
866
Edmonds Duncan Registered Investment Advisors
Kansas
$441K
BOS
867
Bank of Stockton
California
$439K -$9.48K -100 -2%
Charles Schwab
868
Charles Schwab
California
$436K -$204K -2,151 -35%
OWA
869
Octavia Wealth Advisors
Ohio
$436K +$378K +3,984 New
SXL
870
Summit X LLC
Missouri
$435K +$381K +4,013 New
JSP
871
Jackson Square Partners
California
$434K +$378K +3,989 New
PAA
872
Peregrine Asset Advisers
Oregon
$429K +$373K +3,931 New
SVWAG
873
Sound View Wealth Advisors Group
Georgia
$423K +$13.3K +140 +4%
JWM
874
Janiczek Wealth Management
Colorado
$423K +$290K +3,053 +371%
GDP
875
Great Diamond Partners
Maine
$423K +$368K +3,884 New