We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PDL
1376
Portfolio Design Labs
California
$345K -$117K -703 -25%
SAM
1377
Strategy Asset Managers
California
$344K +$46.6K +280 +15%
CBT
1378
Crews Bank & Trust
Florida
$344K
FMLI
1379
Fukoku Mutual Life Insurance
Japan
$343K
Edgewood Management
1380
Edgewood Management
Connecticut
$342K -$89K -535 -20%
MCWS
1381
McKinley Carter Wealth Services
West Virginia
$341K -$5.65K -34 -2%
AT
1382
Avalon Trust
New Mexico
$340K -$93.3K -561 -21%
SAI
1383
Savvy Advisors Inc
New York
$340K +$115K +694 +51%
RCA
1384
Resonant Capital Advisors
Wisconsin
$340K +$23.4K +141 +7%
AWM
1385
AE Wealth Management
Kansas
$340K -$32.3K -194 -9%
AAS
1386
Ameritas Advisory Services
Nebraska
$339K -$53.4K -321 -13%
GFP
1387
Gryphon Financial Partners
Ohio
$339K -$7.65K -46 -2%
SIC
1388
Samalin Investment Counsel
New York
$337K +$28.1K +169 +9%
HCM
1389
Howland Capital Management
Massachusetts
$337K -$91.3K -549 -21%
FAM
1390
Fenimore Asset Management
New York
$336K -$33.3K -200 -9%
EFG
1391
Ethos Financial Group
Pennsylvania
$335K
EFS
1392
Essex Financial Services
Connecticut
$333K +$5.49K +33 +2%
IFWM
1393
Institute for Wealth Management
Colorado
$333K
ANBT
1394
American National Bank & Trust
Texas
$333K -$27.6K -166 -8%
NW
1395
Naviter Wealth
Arkansas
$332K
EWA
1396
EverSource Wealth Advisors
Alabama
$330K +$57K +343 +21%
I
1397
InceptionR
California
$330K +$333K +2,005 New
HAIM
1398
Hunter Associates Investment Management
Pennsylvania
$330K
APA
1399
Astoria Portfolio Advisors
New York
$329K -$24.9K -150 -6%
WAM
1400
Westport Asset Management
Connecticut
$329K