We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
476
Transcend Capital Advisors
New Jersey
$214K
I
477
InceptionR
California
$213K +$224K +2,614 New
AssetMark Inc
478
AssetMark Inc
California
$210K -$63.4K -740 -22%
CB
479
Cadence Bank
Mississippi
$210K
PAG
480
Powers Advisory Group
Illinois
$209K -$8.05K -94 -4%
MG
481
Meritage Group
California
$208K +$2.31K +27 +1%
DGAM
482
Desjardins Global Asset Management
Quebec, Canada
$206K
BC
483
Burney Company
Virginia
$205K -$12K -140 -5%
CB
484
Community Bank
New York
$204K
MIM
485
Morningstar Investment Management
Illinois
$204K +$214K +2,498 New
Federated Hermes
486
Federated Hermes
Pennsylvania
$204K +$10.2K +119 +5%
Brown Advisory
487
Brown Advisory
Maryland
$203K
IA
488
IFG Advisors
Missouri
$203K +$257 +3 +0.1%
UCFA
489
United Capital Financial Advisors
Texas
$202K -$4.8K -56 -2%
CFO
490
CVA Family Office
Colorado
$202K +$1.28K +15 +0.6%
SC
491
Steph & Co
Wisconsin
$201K +$7.79K +91 +4%
JFGIW
492
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$196K
WWP
493
WR Wealth Planners
Missouri
$196K
MMG
494
Monetary Management Group
Missouri
$184K
DCM
495
Dupont Capital Management
Delaware
$180K -$21.5K -251 -10%
WT
496
Whittier Trust
California
$174K -$46.2K -539 -20%
NA
497
NewEdge Advisors
Louisiana
$164K +$10.4K +122 +6%
MPWT
498
MassMutual Private Wealth & Trust
Connecticut
$164K +$15.4K +180 +10%
CT
499
Clearstead Trust
Maine
$163K
SIS
500
Sound Income Strategies
Florida
$153K