We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EB
426
Eastern Bank
Massachusetts
$640K – – –
PCG
427
Private Capital Group
Connecticut
$635K -$164K -295 -22%
ECM
428
EMC Capital Management
Texas
$617K – – –
CFB
429
Cullen/Frost Bankers
Texas
$617K +$222K +401 +67%
PNC
430
Park National Corp
Ohio
$614K -$7.76K -14 -1%
EM
431
ELCO Management
New York
$612K -$18.3K -33 -3%
Cerity Partners
432
Cerity Partners
New York
$611K -$68.2K -123 -11%
HIA
433
Harbor Investment Advisory
Maryland
$610K – – –
APG
434
Abacus Planning Group
South Carolina
$606K +$58.8K +106 +12%
CRCM
435
Corbett Road Capital Management
Virginia
$605K -$63.2K -114 -10%
Carson Wealth (CWM LLC)
436
Carson Wealth (CWM LLC)
Nebraska
$591K – – –
KPWS
437
Kestra Private Wealth Services
Texas
$591K +$145K +262 +38%
Principal Financial Group
438
Principal Financial Group
Iowa
$589K – – –
BC
439
Burney Company
Virginia
$585K +$156K +282 +42%
IWS
440
Insight Wealth Strategies
California
$578K -$6.1K -11 -1%
SMG
441
Spectrum Management Group
Indiana
$578K +$520K +937 New
Toronto Dominion Bank
442
Toronto Dominion Bank
Ontario, Canada
$576K +$11.1K +20 +2%
KFP
443
KB Financial Partners
New Jersey
$574K +$516K +930 New
SRC
444
Sage Rhino Capital
California
$572K +$18.3K +33 +4%
OFS
445
OneAscent Financial Services
Alabama
$564K -$58.2K -105 -10%
IAN
446
Integrated Advisors Network
Texas
$564K +$28.3K +51 +6%
VCM
447
Virtue Capital Management
Tennessee
$561K +$4.44K +8 +0.9%
KP
448
Keel Point
Alabama
$561K +$178K +321 +55%
FPF
449
First Pacific Financial
Washington
$558K -$46K -83 -8%
VFA
450
Values First Advisors
Tennessee
$545K -$44.9K -81 -8%