We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
526
Segment Wealth Management
Texas
$372K – – –
JCM
527
Jacobi Capital Management
Pennsylvania
$371K +$16.2K +107 +5%
SBH
528
Segall Bryant & Hamill
Illinois
$366K – – –
RMC
529
Resources Management Corp
Connecticut
$364K -$20.8M -137,547 -98%
PMFA
530
Plante Moran Financial Advisors
Michigan
$360K -$2.12K -14 -0.6%
FNA
531
First National Advisers
Nebraska
$359K -$12K -79 -4%
SIA
532
Schear Investment Advisers
Ohio
$355K -$15.6K -103 -5%
SWM
533
Spire Wealth Management
Virginia
$351K +$7.57K +50 +2%
Wealth Enhancement Advisory Services
534
Wealth Enhancement Advisory Services
Minnesota
$349K -$64.5K -426 -17%
RCM
535
Radnor Capital Management
Pennsylvania
$344K -$5.75K -38 -2%
AWM
536
Aberdeen Wealth Management
Illinois
$343K – – –
IFS
537
Ifrah Financial Services
Arkansas
$342K +$5.3K +35 +2%
MFG
538
Merit Financial Group
Georgia
$341K +$48.3K +319 +18%
LAM
539
LifePro Asset Management
California
$338K – – –
SPC
540
Sigma Planning Corp
Michigan
$338K -$90.5K -598 -23%
CTC
541
Central Trust Company
Missouri
$335K -$14.7K -97 -5%
BIA
542
Benchmark Investment Advisors
Illinois
$331K – – –
CA
543
Continuum Advisory
Idaho
$330K +$8.78K +58 +3%
PTC
544
Private Trust Company
Ohio
$325K – – –
GRP
545
Global Retirement Partners
California
$324K +$150K +994 +104%
EWM
546
Empirical Wealth Management
Washington
$322K -$19.5K -129 -6%
MOS
547
MGO One Seven
Ohio
$321K +$3.93K +26 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
548
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$321K -$19M -125,490 -98%
EI
549
Ellevest Inc
New York
$320K +$229K +1,514 +365%
AIM
550
Aigen Investment Management
New York
$317K +$289K +1,911 New