We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
451
SC&H Financial Advisors
Maryland
$267K
EHC
452
Everett Harris & Co
California
$266K
PFGIA
453
Patriot Financial Group Insurance Agency
Massachusetts
$265K +$19.3K +217 +8%
IGAM
454
iA Global Asset Management
Quebec, Canada
$261K -$551K -6,186 -67%
GT
455
Glenview Trust
Kentucky
$260K
WTFG
456
Wells Trecaso Financial Group
Ohio
$258K
S
457
SignatureFD
Georgia
$258K -$3.38K -38 -1%
ST
458
Spinnaker Trust
Maine
$258K
PA
459
Profund Advisors
Maryland
$257K -$11.7K -131 -4%
FWTB
460
First Western Trust Bank
Colorado
$254K -$46K -517 -15%
BFS
461
Bradley Foster & Sargent
Connecticut
$252K
CAAS
462
Capital Asset Advisory Services
Michigan
$250K -$1.78K -20 -0.7%
SP
463
Symmetry Partners
Connecticut
$249K
VT
464
Vise Technologies
New York
$249K +$3.56K +40 +1%
CL
465
CSS LLC
Illinois
$248K +$257K +2,883 New
WF
466
Welch & Forbes
Massachusetts
$245K
MFAM
467
Motley Fool Asset Management
Virginia
$243K -$12.9K -145 -5%
Northwestern Mutual Wealth Management
468
Northwestern Mutual Wealth Management
Wisconsin
$242K -$3.65K -41 -1%
EAM
469
Empirical Asset Management
Massachusetts
$241K +$35.5K +399 +17%
BSW
470
Buckingham Strategic Wealth
Missouri
$240K +$18.9K +212 +8%
HI
471
Horizon Investments
North Carolina
$239K -$3.56K -40 -1%
CL
472
Choreo LLC
Illinois
$239K +$248K +2,791 New
AWM
473
Aries Wealth Management
Maine
$238K
EC
474
EntryPoint Capital
New York
$235K +$244K +2,738 New
GCIA
475
Gabelli & Co Investment Advisers
New York
$232K