We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
701
Personal CFO Solutions
New Jersey
$1.76M +$89.1K +548 +5%
HTC
702
Haverford Trust Company
Pennsylvania
$1.75M +$20K +123 +1%
SPC
703
Sigma Planning Corp
Michigan
$1.74M +$154K +945 +10%
GW
704
GW & Wade
Massachusetts
$1.73M +$1.05M +6,427 +159%
LFA
705
Lighthouse Financial Advisors
Maryland
$1.71M +$163K +1,005 +11%
HWA
706
HCR Wealth Advisors
California
$1.7M +$159K +976 +11%
FL
707
Fort LP
Maryland
$1.68M +$301K +1,851 +22%
KTA
708
Keeley-Teton Advisors
Illinois
$1.68M -$40.7K -250 -2%
SA
709
SRN Advisors
Pennsylvania
$1.68M +$1.66M +10,218 New
OSAM
710
O'Shaughnessy Asset Management
Connecticut
$1.67M +$849K +5,220 +107%
HPCM
711
Hunter Perkins Capital Management
Illinois
$1.66M +$1.63M +10,050 New
FDS
712
Freedom Day Solutions
Texas
$1.66M +$111K +681 +7%
ACM
713
Ascendant Capital Management
California
$1.66M +$1.63M +10,000 New
First Manhattan
714
First Manhattan
New York
$1.63M +$20.3K +125 +1%
AWM
715
AE Wealth Management
Kansas
$1.61M -$270K -1,660 -15%
AWP
716
Ascent Wealth Partners
New York
$1.6M +$23.6K +145 +2%
LNWWM
717
Laird Norton Wetherby Wealth Management
California
$1.6M -$64.1K -394 -4%
SIG
718
Sky Investment Group
Connecticut
$1.59M +$36.8K +226 +2%
LWMM
719
Legacy Wealth Management (Mississippi)
Mississippi
$1.55M +$12.7K +78 +0.8%
MA
720
Mezzasalma Advisors
New Jersey
$1.52M +$1.5M +9,200 New
SP
721
Symmetry Partners
Connecticut
$1.51M -$40.5K -249 -3%
EB
722
Eastern Bank
Massachusetts
$1.5M
CFGS
723
Concourse Financial Group Securities
Alabama
$1.5M +$209K +1,288 +17%
HWA
724
Heritage Wealth Advisors
Virginia
$1.5M +$1.33M +8,200 +975%
WT
725
Whittier Trust
California
$1.49M +$144K +887 +11%