We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
951
Fort Point Capital Partners
California
$1.94M +$1.64M +22,567 +824%
DSI
952
Daiwa SB Investments
Japan
$1.92M +$279K +3,844 +18%
TSWM
953
Triangle Securities Wealth Management
North Carolina
$1.92M +$565K +7,770 +45%
TA
954
TRB Advisors
New York
$1.91M -$14.5M -200,000 -89%
BC
955
Brinker Capital
Pennsylvania
$1.9M +$897K +12,343 +99%
TWA
956
Tillar-Wenstrup Advisors
Ohio
$1.89M -$552K -7,602 -23%
CPA
957
Capital Planning Advisors
California
$1.89M +$681K +9,375 +61%
ISL
958
Ingalls & Snyder LLC
New York
$1.89M +$23.4K +322 +1%
AWP
959
Ascent Wealth Partners
New York
$1.88M +$19.3K +266 +1%
HAG
960
HighPoint Advisor Group
Illinois
$1.87M +$103K +1,417 +6%
WAM
961
Wallington Asset Management
Indiana
$1.86M +$301K +4,140 +20%
CA
962
Corrado Advisors
New Jersey
$1.86M +$4.87K +67 +0.3%
BCFS
963
Butensky & Cohen Financial Security
Florida
$1.86M +$56K +771 +3%
BWM
964
Braver Wealth Management
Massachusetts
$1.85M +$1.76M +24,234 New
OFS
965
Orrstown Financial Services
Pennsylvania
$1.85M -$139K -1,913 -7%
FIM
966
Fernwood Investment Management
Massachusetts
$1.85M -$314K -4,325 -15%
CAS
967
Cue Advisory Services
Arizona
$1.84M +$261K +3,595 +18%
CIM
968
CIM Investment Management
Pennsylvania
$1.84M -$222K -3,051 -11%
PIC
969
PCJ Investment Counsel
Ontario, Canada
$1.82M +$1.37M +18,800 +376%
PAMG
970
Patton Albertson Miller Group
Tennessee
$1.81M -$165K -2,267 -9%
KCMRT
971
Kemper Corp Master Retirement Trust
Illinois
$1.8M – – –
WA
972
WFG Advisors
Texas
$1.78M -$51.6K -710 -3%
AI
973
Atria Investments
North Carolina
$1.78M -$148K -2,033 -8%
SC
974
Searle & Co
Connecticut
$1.77M +$108K +1,490 +7%
PCM
975
Parsons Capital Management
Rhode Island
$1.76M +$103K +1,420 +7%
37 38
39
40 41