We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
API
326
Advisor Partners II
California
$535K +$7.61K +169 +1%
SWM
327
SeaCrest Wealth Management
New York
$531K -$416K -9,246 -43%
IB
328
Intrust Bank
Kansas
$529K -$38.4K -852 -7%
TCA
329
Transcend Capital Advisors
New Jersey
$527K -$25.1K -557 -4%
TCMP
330
Thrive Capital Management (Pennsylvania)
Pennsylvania
$516K +$79.2K +1,758 +18%
SAM
331
Shell Asset Management
Netherlands
$514K -$502K -11,148 -49%
PA
332
Pinnacle Associates
New York
$502K +$515K +11,428 New
SWK
333
Stephen W. Kidder
$492K +$504K +11,200 New
GWM
334
Geneos Wealth Management
Colorado
$484K -$161K -3,579 -25%
CFB
335
Cullen/Frost Bankers
Texas
$480K +$1.76K +39 +0.4%
AG
336
Advocate Group
Minnesota
$472K +$233K +5,168 +93%
AWS
337
Atria Wealth Solutions
New York
$470K +$261K +5,785 +120%
DLCIG
338
D.L. Carlson Investment Group
New Hampshire
$469K -$12.4K -275 -3%
BFG
339
Bleakley Financial Group
New Jersey
$465K +$476K +10,580 New
1SB
340
1ST Source Bank
Indiana
$465K -$14.1K -314 -3%
FNT
341
First National Trust
Pennsylvania
$456K – – –
AWA
342
Aaron Wealth Advisors
Illinois
$453K +$13.4K +297 +3%
US Bancorp
343
US Bancorp
Minnesota
$447K -$124K -2,744 -21%
FAIM
344
Financial Advocates Investment Management
Washington
$443K -$1.21M -26,931 -73%
BOH
345
Bank of Hawaii
Hawaii
$438K -$99.7K -2,215 -18%
Vanguard Personalized Indexing Management
346
Vanguard Personalized Indexing Management
California
$435K +$31.5K +699 +8%
BW
347
Bison Wealth
Georgia
$431K -$315 -7 -0.1%
BHPW
348
Beverly Hills Private Wealth
California
$427K +$437K +9,706 New
S
349
SignatureFD
Georgia
$425K +$106K +2,344 +32%
HWAM
350
Hennion & Walsh Asset Management
New Jersey
$423K -$216K -4,798 -33%