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Name Holding Trade Value Shares
Change
Change in
Stake
CC
626
Corton Capital
Ontario, Canada
$230K +$250K +4,037 New
SSW
627
Smith Shellnut Wilson
Mississippi
$229K +$4.84K +78 +2%
CS
628
Cannell & Spears
New York
$227K
CSPAM
629
Cary Street Partners Asset Management
Virginia
$227K
DWA
630
Douglass Winthrop Advisors
New York
$227K
IAN
631
Integrated Advisors Network
Texas
$227K +$57.6K +929 +30%
PSP
632
Principal Street Partners
Tennessee
$226K +$19.1K +308 +8%
VIM
633
VELA Investment Management
Ohio
$224K
HSA
634
HBK Sorce Advisory
Pennsylvania
$222K -$184K -2,975 -43%
CT
635
Cambridge Trust
Massachusetts
$220K -$157K -2,531 -40%
BST
636
Bath Savings Trust
Maine
$220K -$9.3K -150 -4%
TCOV
637
Trust Company of Vermont
Vermont
$219K -$262K -4,219 -52%
AF
638
Allworth Financial
California
$219K -$23.6K -380 -9%
LNC
639
Lincoln National Corp
Pennsylvania
$219K -$9.92K -160 -4%
WPP
640
Whalerock Point Partners
Rhode Island
$219K
ED
641
Exane Derivatives
France
$217K +$237K +3,821 New
BSW
642
Buckingham Strategic Wealth
Missouri
$217K +$3.54K +57 +2%
WI
643
Wahed Invest
New York
$217K +$236K +3,810 New
BJL
644
Brighton Jones LLC
Washington
$215K -$17.4K -280 -7%
FAFN
645
First Affirmative Financial Network
Colorado
$213K +$26.3K +424 +13%
FCH
646
Freestone Capital Holdings
Washington
$212K -$6.51K -105 -3%
BFA
647
Brown Financial Advisory
Alabama
$211K
CRC
648
Curi RMB Capital
Illinois
$211K +$231K +3,717 New
SVWAG
649
Sound View Wealth Advisors Group
Georgia
$207K +$1.12K +18 +0.5%
BEI
650
Benjamin Edwards Inc
Missouri
$206K -$501K -8,076 -69%