We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
M1FG
301
Mach-1 Financial Group
Arkansas
$667K +$4.52K +54 +0.7%
KAS
302
Kestra Advisory Services
Texas
$652K +$4.69K +56 +0.7%
VWA
303
Visionary Wealth Advisors
Illinois
$652K +$49.6K +592 +8%
MFW
304
Mosaic Family Wealth
Missouri
$650K +$1.34K +16 +0.2%
PFA
305
Pure Financial Advisors
California
$649K – – –
PL
306
Plancorp LLC
Missouri
$643K -$47.6K -569 -7%
FWCM
307
Ferguson Wellman Capital Management
Oregon
$642K -$22.6K -270 -3%
CI
308
Cigna Investments
Connecticut
$629K -$99.5K -1,189 -13%
WW
309
Waterfront Wealth
Kansas
$625K – – –
VDI
310
Vaughan David Investments
Illinois
$610K -$10.5K -125 -2%
AIL
311
AGF Investments LLC
Ontario, Canada
$608K -$79.7K -952 -11%
WAM
312
World Asset Management
Michigan
$586K -$7.87K -94 -1%
IRF
313
IBM Retirement Fund
New York
$578K -$102K -1,216 -14%
DTL
314
Dynamic Technology Lab
Singapore
$578K +$247K +2,955 +69%
MGIA
315
Moneta Group Investment Advisors
Missouri
$577K +$19.1K +228 +3%
ECM
316
Everence Capital Management
Indiana
$576K +$603K +7,200 New
HIA
317
Harbor Investment Advisory
Maryland
$570K -$5.86K -70 -1%
AWE
318
Avidian Wealth Enterprises
Texas
$565K +$3.01K +36 +0.5%
FDS
319
First Dallas Securities
Texas
$555K -$4.19K -50 -0.7%
WP
320
Wedgewood Partners
Missouri
$552K – – –
Vanguard Personalized Indexing Management
321
Vanguard Personalized Indexing Management
California
$539K +$165K +1,973 +41%
Capstone Investment Advisors
322
Capstone Investment Advisors
New York
$539K +$564K +6,738 New
LC
323
Lavaca Capital
Texas
$536K +$2.76K +33 +0.5%
KRSITF
324
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$532K -$21K -251 -4%
EWM
325
Empirical Wealth Management
Washington
$526K +$48.2K +576 +10%