We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RT
551
Rockland Trust
Massachusetts
$265K
FTDI
552
First Trust Direct Indexing
Massachusetts
$261K +$6.22K +54 +2%
PCS
553
Personal CFO Solutions
New Jersey
$259K +$275K +2,384 New
FFM
554
Fullerton Fund Management
Singapore
$256K +$271K +2,355 New
OIA
555
OneDigital Investment Advisors
Kansas
$254K -$4.03K -35 -1%
I
556
InceptionR
California
$252K +$267K +2,317 New
JF
557
Jump Financial
Illinois
$247K -$250K -2,169 -49%
EFG
558
Everhart Financial Group
Ohio
$245K +$54.6K +474 +27%
LSAG
559
Lake Street Advisors Group
New Hampshire
$244K -$23.6K -205 -8%
MAWA
560
Moss Adams Wealth Advisors
Washington
$243K -$576 -5 -0.2%
IGAM
561
iA Global Asset Management
Quebec, Canada
$242K +$256K +2,221 New
LNC
562
Lincoln National Corp
Pennsylvania
$241K -$5.53K -48 -2%
BIG
563
Brooklyn Investment Group
New York
$239K
Brown Advisory
564
Brown Advisory
Maryland
$238K +$38.5K +334 +18%
FMLI
565
Fukoku Mutual Life Insurance
Japan
$238K
WA
566
WealthTrust Axiom
Pennsylvania
$236K -$25.4K -220 -9%
CP
567
Covenant Partners
Tennessee
$235K -$249K -2,159 -50%
GF
568
Gries Financial
Ohio
$233K -$2.54K -22 -1%
WS
569
Wedbush Securities
California
$233K +$247K +2,146 New
AP
570
Appleton Partners
Massachusetts
$230K -$13.7K -119 -5%
HWM
571
HB Wealth Management
Georgia
$229K +$243K +2,109 New
SC
572
Syon Capital
California
$227K -$560K -4,855 -70%
BFG
573
Bleakley Financial Group
New Jersey
$225K +$6.92K +60 +3%
GAMC
574
Garner Asset Management Corp
Texas
$224K +$28.2K +245 +13%
HBT
575
Hills Bank & Trust
Iowa
$219K