We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
551
Independent Financial Group
California
$213K -$8.41K -75 -4%
Wellington Management Group
552
Wellington Management Group
Massachusetts
$209K +$4.71K +42 +2%
FHA
553
Flagship Harbor Advisors
Massachusetts
$209K +$196K +1,749 New
Bessemer Group
554
Bessemer Group
New Jersey
$204K +$29K +259 +18%
IAA
555
Independent Advisor Alliance
North Carolina
$204K +$191K +1,705 New
SFA
556
Sequoia Financial Advisors
Ohio
$203K +$190K +1,697 New
ClearBridge Investments
557
ClearBridge Investments
New York
$202K -$66.6K -594 -26%
MFGM
558
Marshall Financial Group (Maryland)
Maryland
$202K +$190K +1,690 New
NICM
559
Neo Ivy Capital Management
New York
$190K +$150K +1,339 +547%
Federated Hermes
560
Federated Hermes
Pennsylvania
$166K -$19.5K -174 -11%
NR
561
Newfound Research
Massachusetts
$162K +$3.25K +29 +2%
WTA
562
Washington Trust Advisors
Massachusetts
$160K – – –
PFGIA
563
Patriot Financial Group Insurance Agency
Massachusetts
$157K +$143K +1,272 +2,891%
MAM
564
Meeder Asset Management
Ohio
$157K +$148K +1,317 New
CF
565
Centaurus Financial
California
$156K -$33K -294 -18%
SIM
566
Sentry Investment Management
Wisconsin
$156K -$24.7K -220 -14%
BAMF
567
BI Asset Management Fondsmaeglerselskab
Denmark
$149K +$140K +1,246 New
TWC
568
TD Waterhouse Canada
Ontario, Canada
$143K +$8.19K +73 +7%
DMBA
569
Deseret Mutual Benefit Administrators
Utah
$142K +$11K +98 +9%
SOW
570
State of Wyoming
Wyoming
$141K -$449 -4 -0.3%
TF
571
TimeScale Financial
Massachusetts
$139K – – –
HIA
572
Harbor Investment Advisory
Maryland
$135K – – –
MPWT
573
MassMutual Private Wealth & Trust
Connecticut
$123K -$224 -2 -0.2%
ZIG
574
Zullo Investment Group
Pennsylvania
$122K -$3.92K -35 -3%
KFI
575
Key Financial Inc
Pennsylvania
$120K – – –