We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
526
Edge Wealth Management
New York
$480K +$439 +10 +0.1%
EF
527
Empowered Funds
Pennsylvania
$476K -$366K -8,352 -39%
GCP
528
GSA Capital Partners
United Kingdom
$476K +$565K +12,881 New
BAAM
529
Baker Avenue Asset Management
California
$476K +$20.9K +477 +4%
FT
530
Fiduciary Trust
Massachusetts
$475K +$15.6K +355 +3%
AWMM
531
Aegis Wealth Management (Maryland)
Maryland
$474K – – –
KCM
532
Kathmere Capital Management
Pennsylvania
$473K +$36.5K +833 +7%
CL
533
COWA LLC
Oklahoma
$473K -$8.78K -200 -2%
HSA
534
HBK Sorce Advisory
Pennsylvania
$471K +$13.9K +317 +3%
HSBC Holdings
535
HSBC Holdings
United Kingdom
$470K -$717K -16,344 -56%
WF
536
Welch & Forbes
Massachusetts
$469K +$12.2K +279 +2%
CM
537
Capula Management
Cayman Islands
$467K +$554K +12,633 New
TC
538
Tannin Capital
North Carolina
$463K +$21.6K +493 +4%
RWS
539
RASP Wealth Solutions
Indiana
$461K +$548K +12,483 New
AMIM
540
Aull & Monroe Investment Management
Alabama
$461K – – –
WP
541
Wealthspan Partners
Iowa
$459K +$171K +3,892 +46%
IWM
542
IHT Wealth Management
Illinois
$457K +$2.19K +50 +0.4%
PTC
543
Philadelphia Trust Company
Pennsylvania
$452K -$16.6K -378 -3%
HIP
544
HUB Investment Partners
Texas
$451K +$237K +5,409 +80%
PFA
545
Pettinga Financial Advisors
Indiana
$450K +$28.1K +641 +6%
AWM
546
Accurate Wealth Management
Florida
$448K +$6.05K +138 +1%
CCM
547
Coldstream Capital Management
Washington
$448K -$3.2K -73 -0.6%
SC
548
Syon Capital
California
$445K +$7.9K +180 +2%
NIM
549
Northeast Investment Management
Massachusetts
$443K – – –
HNB
550
Hilltop National Bank
Wyoming
$443K -$88 -2 -0%