We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
601
Sandy Spring Bank
Maryland
$11K – – –
TCA
602
Tortoise Capital Advisors
Kansas
$11K – – –
CHC
603
City Holding Co
West Virginia
$11K +$1.11K +16 +11%
BAM
604
Bruderman Asset Management
New York
$11K +$11.2K +162 New
GI
605
Gradient Investments
Minnesota
$11K +$11.3K +164 New
ZB
606
Zions Bancorporation
Utah
$10K -$1.31K -19 -11%
WAS
607
WESPAC Advisors SoCal
California
$10K – – –
VFA
608
Valeo Financial Advisors
Indiana
$9K -$4.77K -69 -35%
AWM
609
Aevitas Wealth Management
Massachusetts
$9K – – –
CAW
610
Cornerstone Advisors (Washington)
Washington
$9K +$2.56K +37 +38%
WCM
611
WealthBridge Capital Management
Ohio
$8K +$8.3K +120 New
CAL
612
Capital Advisors Ltd
Ohio
$7K – – –
PFBT
613
Parkside Financial Bank & Trust
Missouri
$7K +$5.54K +80 +267%
EARNEST Partners
614
EARNEST Partners
Georgia
$6K – – –
EFSCE
615
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
FIB
616
First Interstate Bank
Montana
$6K +$6.57K +95 New
GWS
617
Glassman Wealth Services
Virginia
$5K -$899 -13 -15%
TWA
618
TCI Wealth Advisors
Arizona
$5K -$346 -5 -6%
QAM
619
QCI Asset Management
New York
$5K – – –
TL
620
TrueWealth LLC
Georgia
$5K – – –
LFA
621
Legacy Financial Advisors
Kentucky
$5K +$692 +10 +14%
WANY
622
Wealthspire Advisors (New York)
New York
$5K +$4.91K +71 New
CAM
623
Cresset Asset Management
Illinois
$5K +$5.46K +79 New
CFGS
624
Concourse Financial Group Securities
Alabama
$4K -$1.66K -24 -24%
FC
625
Ferris Capital
Massachusetts
$4K – – –