We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KP
551
Keel Point
Alabama
$584K -$15.7K -20 -2%
MSS
552
Mitchell Sinkler & Starr
Pennsylvania
$577K +$31.4K +40 +5%
AF
553
Advisornet Financial
Minnesota
$577K +$48.7K +62 +9%
RCAG
554
Rehmann Capital Advisory Group
Michigan
$572K -$13.4K -17 -2%
PF
555
Phoenix Financial
Israel
$568K +$597K +759 New
FFS
556
Founders Financial Securities
Maryland
$563K +$25.2K +32 +4%
RCM
557
Requisite Capital Management
Texas
$559K +$590K +750 New
KMWM
558
Keudell/Morrison Wealth Management
Oregon
$558K -$2.36K -3 -0.4%
PWM
559
Palumbo Wealth Management
New York
$557K +$587K +747 New
OWM
560
OneAscent Wealth Management
Alabama
$557K +$588K +748 New
FT
561
Fiduciary Trust
Massachusetts
$552K +$119K +151 +26%
PCFFS
562
Pacific Center for Financial Services
California
$548K – – –
CF
563
Centaurus Financial
California
$547K – – –
EFM
564
E Fund Management
China
$547K +$577K +734 New
AMCA
565
Arthur M. Cohen & Associates
Illinois
$544K – – –
PNC
566
Park National Corp
Ohio
$542K -$81K -103 -12%
BG
567
Bollard Group
Massachusetts
$537K – – –
SBIA
568
Sheaff Brock Investment Advisors
Indiana
$537K +$4.72K +6 +0.8%
CWM
569
Chesapeake Wealth Management
Virginia
$529K +$7.07K +9 +1%
PAA
570
Peregrine Asset Advisers
Oregon
$528K +$150K +191 +37%
BU
571
BBVA USA
Alabama
$526K -$11.8K -15 -2%
PP
572
Paloma Partners
Connecticut
$521K -$23.6K -30 -4%
JIC
573
Johnson Investment Counsel
Ohio
$519K +$23.6K +30 +5%
LC
574
Lindbrook Capital
California
$518K +$7.86K +10 +1%
ADL
575
Asset Dedication LLC
California
$517K +$12.6K +16 +2%