We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MLL
826
Moody Lynn & Lieberson
Massachusetts
$71.2M +$41.5K +186 +0.1%
BFA
827
Bragg Financial Advisors
North Carolina
$71M +$1.16M +5,206 +2%
LI
828
LMCG Investments
Massachusetts
$71M -$2.61M -11,675 -4%
LBC
829
Lowe Brockenbrough & Co
Virginia
$71M -$3.65M -16,323 -5%
AL
830
Aspiriant LLC
California
$71M -$386K -1,730 -0.6%
CTA
831
Chesley Taft & Associates
Illinois
$71M -$186K -832 -0.3%
FFM
832
Forum Financial Management
Illinois
$70.9M -$725K -3,248 -1%
MLFP
833
MPS Loria Financial Planners
Illinois
$70.7M +$44.7K +200 +0.1%
RCM
834
RB Capital Management
Nevada
$70.5M -$792K -3,546 -1%
RC
835
Roundview Capital
New Jersey
$70.2M -$186K -831 -0.3%
MASUI
836
MIRAE ASSET SECURITIES (USA) INC.
New York
$70.1M +$44.8M +200,543 +200%
WDA
837
Wendell David Associates
New Hampshire
$70M -$261K -1,167 -0.4%
BAMCO Inc
838
BAMCO Inc
New York
$70M +$6.25K +28 +0%
CWP
839
CFM Wealth Partners
Texas
$69.9M +$34.6K +155 +0.1%
SAA
840
Southeast Asset Advisors
Georgia
$69.7M -$639K -2,860 -0.9%
CAM
841
Close Asset Management
United Kingdom
$69.6M +$1.61M +7,207 +2%
AAS
842
Annex Advisory Services
Wisconsin
$69.6M +$21.8M +97,567 +49%
FTIS
843
First Trust Investment Solutions
Florida
$68.9M +$6.82M +30,554 +12%
CCG
844
Ceeto Capital Group
Florida
$68.6M -$2.3M -10,280 -3%
SC
845
SouthState Corp
Florida
$68.5M -$325K -1,457 -0.5%
FSA
846
Fort Sheridan Advisors
Illinois
$68.4M +$1.28M +5,733 +2%
SQA
847
Simon Quick Advisors
New Jersey
$68.4M +$11.8M +52,796 +22%
GCM
848
GuideStone Capital Management
Texas
$68.4M
MGP
849
M&G plc
United Kingdom
$68.2M +$19.5M +87,242 +42%
DAS
850
Diversify Advisory Services
Utah
$68M -$93.3K -418 -0.1%