We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
551
Bradley Foster & Sargent
Connecticut
$419K – – –
MFG
552
Menard Financial Group
Texas
$418K +$119K +181 +43%
BL
553
Balentine LLC
Georgia
$417K +$71.2K +108 +22%
IWM
554
IHT Wealth Management
Illinois
$416K +$5.94K +9 +2%
TC
555
Tairen Capital
Hong Kong
$415K -$1.32M -2,000 -77%
AFC
556
AFT Forsyth & Company
Florida
$415K – – –
CAN
557
Cetera Advisor Networks
California
$412K +$88.4K +134 +29%
ED
558
Exane Derivatives
France
$412K +$385K +583 New
SW
559
SVB Wealth
Massachusetts
$408K -$869K -1,317 -69%
FT
560
Fiduciary Trust
Massachusetts
$407K -$39.6K -60 -9%
FSA
561
Fort Sheridan Advisors
Illinois
$406K +$35K +53 +10%
SW
562
SteelPeak Wealth
California
$406K +$116K +176 +43%
KIA
563
KCM Investment Advisors
California
$402K +$8.57K +13 +2%
PP
564
PDS Planning
Ohio
$401K +$66K +100 +21%
CIC
565
Chilton Investment Company
Connecticut
$399K +$69.9K +106 +22%
CT
566
Caldwell Trust
Florida
$397K – – –
LPT
567
Legacy Private Trust
Wisconsin
$397K -$181K -275 -32%
CCA
568
Clearwater Capital Advisors
Illinois
$395K – – –
AIM
569
Aigen Investment Management
New York
$391K +$373K +566 New
FFA
570
First Foundation Advisors
California
$385K +$368K +558 New
JCM
571
Janney Capital Management
Pennsylvania
$383K +$4.62K +7 +1%
BRWM
572
B. Riley Wealth Management
Tennessee
$376K -$2.64K -4 -0.7%
Charles Schwab
573
Charles Schwab
California
$375K -$71.2K -108 -17%
MNBTD
574
Moody National Bank Trust Division
Texas
$375K +$31K +47 +9%
LFA
575
Legacy Financial Advisors
Kentucky
$375K +$43.5K +66 +14%