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Name Holding Trade Value Shares
Change
Change in
Stake
EP
501
Edgestream Partners
New Jersey
$684K +$66.6K +1,857 +11%
ANBT
502
American National Bank & Trust
Texas
$670K +$86.3K +2,408 +16%
TYCC
503
Texas Yale Capital Corp
Florida
$670K +$100K +2,800 +19%
LGA
504
Lebenthal Global Advisors
New York
$666K +$109K +3,031 +21%
MG
505
Mather Group
Illinois
$666K -$130K -3,615 -16%
AF
506
Allworth Financial
California
$665K +$292K +8,135 +86%
WSC
507
Wellington Shields & Co
New York
$664K
SGAM
508
Smith Group Asset Management
Texas
$659K -$255K -7,100 -29%
SCTC
509
Sanibel Captiva Trust Company
Florida
$655K +$8.39K +234 +1%
PCIA
510
Prime Capital Investment Advisors
Kansas
$654K -$32.8K -916 -5%
SA
511
SpiderRock Advisors
Delaware
$652K +$619K +17,266 New
HPC
512
HM Payson & Co
Maine
$649K +$114K +3,174 +23%
PA
513
Profund Advisors
Maryland
$648K -$86.4K -2,409 -12%
SIS
514
Susquehanna International Securities
Ireland
$647K -$3.43M -95,782 -85%
VWM
515
Venturi Wealth Management
Texas
$646K +$74.6K +2,080 +14%
FVWA
516
Foster Victor Wealth Advisors
South Carolina
$645K +$896 +25 +0.2%
AFG
517
Atomi Financial Group
New York
$645K +$84.1K +2,346 +16%
FPCP
518
Fort Point Capital Partners
California
$643K
CW
519
CreativeOne Wealth
Kansas
$642K +$611K +17,031 New
NSIM
520
North Star Investment Management
Illinois
$639K
AIIMS
521
Analyst IMS Investment Management Services
Israel
$638K +$286K +7,967 +89%
ECM
522
Elgethun Capital Management
South Dakota
$637K +$44.8K +1,250 +8%
SB
523
Simmons Bank
Arkansas
$635K -$21.8K -608 -3%
CL
524
COWA LLC
Oklahoma
$635K -$17.9K -500 -3%
RP
525
Raelipskie Partnership
Ontario, Canada
$632K +$42.8K +1,194 +8%