We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
476
Minot Wealth Management
Massachusetts
$359K +$220 +2 +0.1%
AII
477
AGF Investments Inc
Ontario, Canada
$350K +$153K +1,392 +87%
EGM
478
Engineers Gate Manager
New York
$346K -$3.59M -32,673 -92%
HSA
479
HBK Sorce Advisory
Pennsylvania
$345K
BCM
480
Bayesian Capital Management
New York
$345K +$324K +2,950 New
GT
481
Greenleaf Trust
Michigan
$336K -$44.4K -404 -12%
GVAG
482
Great Valley Advisor Group
Delaware
$335K +$37.6K +342 +13%
NFG
483
Next Financial Group
Texas
$332K +$133K +1,206 +74%
PA
484
Parallel Advisors
California
$329K +$5.83K +53 +2%
EF
485
Empirical Finance
Pennsylvania
$328K +$81.2K +738 +36%
AIA
486
Affinity Investment Advisors
California
$322K
DWT
487
Dorsey & Whitney Trust
South Dakota
$322K +$26.1K +237 +9%
FTDI
488
First Trust Direct Indexing
Massachusetts
$320K -$35K -318 -10%
AG
489
Ascent Group
Virginia
$320K +$313K +2,842 New
BF
490
BOK Financial
Oklahoma
$315K -$20.6K -187 -7%
SW
491
SVB Wealth
Massachusetts
$313K +$55K +500 +23%
IRF
492
IBM Retirement Fund
New York
$312K -$205K -1,864 -41%
FA
493
FDx Advisors
Illinois
$311K -$155K -1,413 -35%
WA
494
WealthTrust Axiom
Pennsylvania
$311K -$11.7K -106 -4%
EI
495
Ethic Inc
New York
$305K -$40K -364 -12%
CWA
496
Canvas Wealth Advisors
Kansas
$304K -$550 -5 -0.2%
OTL
497
Oak Thistle LLC
New York
$304K +$286K +2,598 New
FMLI
498
Fukoku Mutual Life Insurance
Japan
$301K +$8.8K +80 +3%
FLII
499
First Long Island Investors
New York
$295K
WJWM
500
Williams Jones Wealth Management
New York
$293K -$5.06K -46 -2%