We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1876
Keebeck Wealth Management
Illinois
$1.59M +$97K +461 +7%
FFS
1877
Founders Financial Securities
Maryland
$1.59M +$371K +1,763 +31%
LPT
1878
Legacy Private Trust
Wisconsin
$1.59M -$44.4K -211 -3%
PSB
1879
Piscataqua Savings Bank
New Hampshire
$1.59M +$1.58M +7,496 New
RCM
1880
Regency Capital Management
Hawaii
$1.58M +$1.57M +7,469 New
SWP
1881
Strategic Wealth Partners
Ohio
$1.58M +$196K +932 +14%
KPW
1882
Kore Private Wealth
New York
$1.57M +$60.8K +289 +4%
BHTS
1883
Bar Harbor Trust Services
Maine
$1.57M +$270K +1,284 +21%
IIM
1884
Intact Investment Management
Quebec, Canada
$1.56M -$179K -850 -10%
MFG
1885
Merit Financial Group
Georgia
$1.56M -$73.9K -351 -5%
CCM
1886
Cox Capital Management
Massachusetts
$1.56M +$49K +233 +3%
VWM
1887
Vigilare Wealth Management
Arizona
$1.55M -$24.8K -118 -2%
SLF
1888
Sun Life Financial
Ontario, Canada
$1.55M +$17.5K +83 +1%
MFP
1889
Meridian Financial Partners
Virginia
$1.55M +$24.4K +116 +2%
BMO
1890
Beck Mack & Oliver
New York
$1.54M – – –
DBRC
1891
D.B. Root & Company
Pennsylvania
$1.54M +$101K +478 +7%
SCP
1892
Shorepoint Capital Partners
Massachusetts
$1.53M +$62.3K +296 +4%
FHC
1893
First Heartland Consultants
Missouri
$1.53M +$73.7K +350 +5%
SAMC
1894
Spectrum Asset Management (California)
California
$1.53M +$62.9K +299 +4%
TWI
1895
Thomas White International
Illinois
$1.53M -$581K -2,760 -28%
NPA
1896
Nichols & Pratt Advisers
Massachusetts
$1.53M – – –
RA
1897
RFG Advisory
Alabama
$1.52M -$123K -584 -8%
GA
1898
GoalVest Advisory
New York
$1.52M +$580K +2,754 +62%
AWA
1899
Arkadios Wealth Advisors
Georgia
$1.52M -$233K -1,107 -13%
GDP
1900
Great Diamond Partners
Maine
$1.52M -$40.2K -191 -3%
74 75
76
77 78