We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
526
Sound View Wealth Advisors Group
Georgia
$310K +$6.25K +44 +3%
Stock Yards Bank & Trust
527
Stock Yards Bank & Trust
Kentucky
$308K – – –
SIA
528
Schear Investment Advisers
Ohio
$307K +$325K +2,287 New
Heritage Wealth Advisors
529
Heritage Wealth Advisors
Virginia
$304K – – –
AIA Group
530
AIA Group
Hong Kong
$303K +$192K +1,350 +149%
Americana Partners
531
Americana Partners
Texas
$302K -$7.1K -50 -2%
SWM
532
Segment Wealth Management
Texas
$301K – – –
FNA
533
First National Advisers
Nebraska
$299K +$35.4K +249 +13%
SICM
534
Sustainable Insight Capital Management
New York
$295K -$42.6K -300 -12%
AWM
535
Aberdeen Wealth Management
Illinois
$294K – – –
PMFA
536
Plante Moran Financial Advisors
Michigan
$294K +$142 +1 +0%
Wellington Management Group
537
Wellington Management Group
Massachusetts
$292K -$226K -1,592 -42%
Spire Wealth Management
538
Spire Wealth Management
Virginia
$289K -$284 -2 -0.1%
CWM
539
Connecticut Wealth Management
Connecticut
$289K +$49.4K +348 +19%
Stephens Inc
540
Stephens Inc
Arkansas
$286K -$284 -2 -0.1%
Swiss Life Asset Management
541
Swiss Life Asset Management
$281K +$297K +2,094 New
FL
542
Fort LP
Maryland
$279K -$188K -1,325 -39%
IFS
543
Ifrah Financial Services
Arkansas
$279K -$142 -1 -0%
Orion Portfolio Solutions
544
Orion Portfolio Solutions
Nebraska
$276K +$91.6K +645 +46%
Segall Bryant & Hamill
545
Segall Bryant & Hamill
Illinois
$275K – – –
LAM
546
LifePro Asset Management
California
$274K – – –
TCBWMS
547
Texas Capital Bank Wealth Management Services
Texas
$270K +$16.3K +115 +6%
BIA
548
Benchmark Investment Advisors
Illinois
$268K – – –
PTC
549
Private Trust Company
Ohio
$268K – – –
Tokio Marine Asset Management
550
Tokio Marine Asset Management
Japan
$267K – – –