We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FA
851
FDx Advisors
Illinois
$509K +$122K +1,517 +33%
CWM
852
Chesapeake Wealth Management
Virginia
$507K
GSCM
853
Greenfield Seitz Capital Management
Texas
$503K +$492K +6,100 New
SAM
854
Secure Asset Management
Michigan
$503K +$322 +4 +0.1%
PB
855
Pinnacle Bancorp
Nebraska
$500K
BFM
856
Boston Financial Management
Massachusetts
$499K +$50.4K +625 +12%
IWN
857
Independent Wealth Network
Iowa
$499K -$14.2K -176 -3%
FHB
858
First Hawaiian Bank
Hawaii
$495K -$29.7K -368 -6%
AIM
859
Allen Investment Management
New York
$495K
CIAS
860
Capital Investment Advisory Services
North Carolina
$495K
VI
861
Versor Investments
New York
$492K +$73K +906 +18%
EARNEST Partners
862
EARNEST Partners
Georgia
$492K -$1.37K -17 -0.3%
PCS
863
Private Client Services
Kentucky
$492K +$480K +5,958 New
CWM
864
Collaborative Wealth Management
Florida
$491K -$725 -9 -0.2%
BWM
865
Biltmore Wealth Management
Arizona
$489K +$4.51K +56 +1%
SW
866
SkyOak Wealth
Michigan
$488K -$80.6K -1,000 -14%
FMC
867
First Merchants Corp
Indiana
$485K
ClearBridge Investments
868
ClearBridge Investments
New York
$484K +$473K +5,864 New
GL
869
Graypoint LLC
New York
$483K +$64.1K +795 +16%
FRA
870
Frank Rimerman Advisors
California
$480K
BCA
871
Bay Colony Advisors
Massachusetts
$479K +$2.18K +27 +0.5%
TFS
872
Thoroughbred Financial Services
Tennessee
$477K +$120K +1,484 +35%
IAS
873
Insigneo Advisory Services
Florida
$475K -$15.2K -189 -3%
JFG
874
Jefferies Financial Group
New York
$472K +$461K +5,722 New
SC
875
Scotia Capital
Ontario, Canada
$470K +$459K +5,694 New