We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
601
Blueshift Asset Management
New Jersey
$529K +$252K +1,044 +97%
IC
602
Inscription Capital
Texas
$528K +$23.5K +97 +5%
AWA
603
Aaron Wealth Advisors
Illinois
$526K +$197K +815 +63%
CIA
604
Concurrent Investment Advisors
Florida
$524K +$102K +420 +25%
PP
605
PDS Planning
Ohio
$522K +$33.1K +137 +7%
ONB
606
Old National Bancorp
Indiana
$518K +$80.5K +333 +19%
CIC
607
Carnegie Investment Counsel
Ohio
$513K
FCM
608
Fieldview Capital Management
Michigan
$508K +$491K +2,032 New
VT
609
Vise Technologies
New York
$505K
WF
610
Welch & Forbes
Massachusetts
$503K -$222K -917 -31%
B
611
Bailard
California
$502K
KI
612
KTF Investments
California
$500K
AAP
613
Arax Advisory Partners
Colorado
$498K +$208K +860 +76%
EC
614
EntryPoint Capital
New York
$498K +$80.5K +333 +20%
EWA
615
EverSource Wealth Advisors
Alabama
$495K +$75.4K +312 +19%
VA
616
VestGen Advisors
Illinois
$490K +$48.8K +202 +12%
WANY
617
Wealthspire Advisors (New York)
New York
$485K +$121K +502 +35%
RC
618
Roundview Capital
New Jersey
$484K -$10.9K -45 -2%
CAG
619
Crestwood Advisors Group
Massachusetts
$484K +$28.5K +118 +6%
CA
620
Clearstead Advisors
Ohio
$477K +$79.8K +330 +21%
VCM
621
Versant Capital Management
Arizona
$473K +$23.5K +97 +5%
NB
622
NBT Bank
New York
$473K -$68.9K -285 -13%
PWA
623
Pitcairn Wealth Advisors
Pennsylvania
$469K +$4.83K +20 +0.9%
FNT
624
First National Trust
Pennsylvania
$468K -$12.6K -52 -3%
PWMAG
625
Pinnacle Wealth Management Advisory Group
New Jersey
$466K -$7.25K -30 -2%