We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BFIM
476
Beese Fulmer Investment Management
Ohio
$688K
Thrivent Financial for Lutherans
477
Thrivent Financial for Lutherans
Minnesota
$677K -$61.3M -1,672,842 -99%
MM
478
MQS Management
New York
$676K +$700K +19,109 New
GT
479
Greenleaf Trust
Michigan
$673K +$3.15K +86 +0.5%
MPPW
480
Mitchell & Pahl Private Wealth
Oklahoma
$672K -$3K -82 -0.4%
GD
481
Grandfield & Dodd
New York
$671K -$13.1K -359 -2%
OPWM
482
Oxinas Partners Wealth Management
Indiana
$671K -$123K -3,349 -15%
WP
483
WealthSource Partners
California
$668K +$5.27K +144 +0.8%
ET
484
Equitable Trust
Tennessee
$668K -$28.8K -787 -4%
EWM
485
Edge Wealth Management
New York
$666K -$188K -5,141 -21%
FHB
486
First Hawaiian Bank
Hawaii
$663K -$732 -20 -0.1%
CWM
487
Cornerstone Wealth Management
Missouri
$656K -$465K -12,701 -41%
LFA
488
Legacy Financial Advisors
Kentucky
$651K -$44K -1,201 -6%
BSW
489
Buckingham Strategic Wealth
Missouri
$650K -$83K -2,267 -11%
WHG
490
Westwood Holdings Group
Texas
$650K
MWM
491
Marietta Wealth Management
Georgia
$648K -$4.89M -133,522 -88%
MCM
492
Mill Capital Management
North Carolina
$647K
PCIA
493
Prime Capital Investment Advisors
Kansas
$647K +$175K +4,779 +35%
OBWG
494
Onyx Bridge Wealth Group
New York
$643K -$7.18K -196 -1%
IIM
495
InTrack Investment Management
Vermont
$641K +$26.9K +735 +4%
MWM
496
Mission Wealth Management
California
$637K +$23K +627 +4%
MIS
497
Morningstar Investment Services
Illinois
$636K +$337K +9,209 +105%
IA
498
IFG Advisory
Georgia
$635K +$55.7K +1,520 +9%
WTC
499
WhitTier Trust Company
Nevada
$627K +$1.32K +36 +0.2%
Susquehanna International Group
500
Susquehanna International Group
Pennsylvania
$626K -$5.16M -141,017 -89%