We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
Axxcess Wealth Management
California
$537K -$4.01K -8 -0.6%
SWM
502
Spire Wealth Management
Virginia
$531K -$70.1K -140 -10%
CAM
503
Columbia Asset Management
Michigan
$530K +$42.6K +85 +7%
MIM
504
Martin Investment Management
Florida
$526K +$32.1K +64 +5%
ISL
505
Ingalls & Snyder LLC
New York
$520K
KPWS
506
Kestra Private Wealth Services
Texas
$517K -$44.6K -89 -7%
MIA
507
MainStreet Investment Advisors
Illinois
$514K +$2.46M +4,908 New
FT
508
Fiduciary Trust
Massachusetts
$508K +$55.1K +110 +10%
CAN
509
Cetera Advisor Networks
California
$502K +$82.2K +164 +16%
FDCDDQ
510
Federation des caisses Desjardins du Quebec
Quebec, Canada
$500K -$36.1K -72 -6%
NB
511
Norinchukin Bank
Japan
$499K
CCG
512
Cloverfields Capital Group
Minnesota
$499K +$74.7K +149 +14%
TGCMU
513
Titan Global Capital Management USA
New York
$498K -$607K -1,211 -50%
FAIM
514
Financial Advocates Investment Management
Washington
$495K +$788K +1,573 +63%
BCM
515
BTC Capital Management
Iowa
$494K +$104K +208 +21%
IWM
516
IHT Wealth Management
Illinois
$494K +$265K +528 +80%
IA
517
IFP Advisors
Florida
$492K +$181K +362 +20%
HC
518
Henshaw Capital
Massachusetts
$491K -$11.5K -23 -2%
FPF
519
First Pacific Financial
Washington
$490K +$50.1K +100 +9%
Manulife (Manufacturers Life Insurance)
520
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$486K +$570K +1,137 New
Lido Advisors
521
Lido Advisors
California
$485K -$55.1K -110 -9%
CWM
522
Congress Wealth Management
Massachusetts
$485K -$2.5K -5 -0.4%
BPA
523
Beacon Pointe Advisors
California
$485K +$84.2K +168 +17%
MC
524
Merlin Capital
Rhode Island
$479K +$2K +4 +0.3%
CFB
525
Cullen/Frost Bankers
Texas
$478K +$20.5K +41 +4%