We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1876
WealthSource Partners
California
$555K -$393K -2,728 -43%
HHGA
1877
Halbert Hargrove Global Advisors
California
$555K -$10.1K -70 -2%
PC
1878
Permit Capital
Pennsylvania
$554K – – –
TCM
1879
Tradition Capital Management
New Jersey
$547K -$202K -1,400 -29%
BOS
1880
Bingham Osborn & Scarborough
California
$542K +$9.22K +64 +2%
PGA
1881
Premia Global Advisors
Florida
$538K +$497K +3,449 New
AB
1882
AT Bancorp
Iowa
$536K -$51.9K -360 -10%
HR
1883
Howe & Rusling
New York
$536K -$7.64K -53 -2%
ECM
1884
Elgethun Capital Management
South Dakota
$533K – – –
TCPWM
1885
Traverso Chambers Private Wealth Management
California
$533K +$70.5K +489 +17%
TIA
1886
Tiemann Investment Advisors
California
$530K – – –
ATPW
1887
Ashton Thomas Private Wealth
Arizona
$530K +$489K +3,392 New
PPP
1888
Private Portfolio Partners
New Jersey
$529K -$10.1K -70 -2%
LP
1889
LGL Partners
Pennsylvania
$527K +$486K +3,375 New
NSIM
1890
North Star Investment Management
Illinois
$526K +$4.76K +33 +1%
MFG
1891
Merit Financial Group
Georgia
$524K +$484K +3,358 New
NNP
1892
Nachman Norwood & Parrott
South Carolina
$523K +$25.7K +178 +6%
BCA
1893
Bay Colony Advisors
Massachusetts
$523K +$26.7K +185 +6%
KF
1894
Krilogy Financial
Missouri
$521K +$35K +243 +8%
MSS
1895
Mitchell Sinkler & Starr
Pennsylvania
$518K +$32.4K +225 +7%
CMI
1896
Clare Market Investments
Texas
$510K -$11.8K -82 -2%
WA
1897
Wambolt & Associates
Colorado
$508K +$27.1K +188 +6%
TL
1898
TrueWealth LLC
Georgia
$505K – – –
OIA
1899
OneDigital Investment Advisors
Kansas
$504K +$47.8K +332 +11%
PA
1900
Probity Advisors
Texas
$502K -$2.31K -16 -0.5%
74 75
76
77 78