We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
T
526
TRUADVICE
Florida
$441K -$26.9K -152 -6%
Laird Norton Wetherby Wealth Management
527
Laird Norton Wetherby Wealth Management
California
$440K -$12.8K -72 -3%
Stock Yards Bank & Trust
528
Stock Yards Bank & Trust
Kentucky
$437K +$9.74K +55 +2%
CPA
529
Court Place Advisors
Maryland
$434K – – –
Vestcor Inc
530
Vestcor Inc
New Brunswick, Canada
$432K -$1.09M -6,140 -72%
BCM
531
Bayesian Capital Management
New York
$430K +$425K +2,400 New
BP
532
BBR Partners
New York
$425K +$420K +2,371 New
ATC
533
Argent Trust Co
Tennessee
$423K +$5.31K +30 +1%
SPA
534
Sherbrooke Park Advisers
New York
$414K +$409K +2,312 New
CT
535
Cambridge Trust
Massachusetts
$414K – – –
TFS
536
Thoroughbred Financial Services
Tennessee
$413K +$409K +2,311 New
JCM
537
Jacobi Capital Management
Pennsylvania
$406K +$5.14K +29 +1%
Procyon Advisors
538
Procyon Advisors
Connecticut
$406K -$16.1K -91 -4%
Citizens Financial Group
539
Citizens Financial Group
Rhode Island
$405K -$6.2K -35 -2%
Heritage Wealth Advisors
540
Heritage Wealth Advisors
Virginia
$404K – – –
EB
541
Exchange Bank
California
$403K – – –
SWM
542
Segment Wealth Management
Texas
$402K – – –
Apollon Wealth Management
543
Apollon Wealth Management
South Carolina
$397K +$393K +2,217 New
WA
544
Wealth Alliance
New York
$390K -$25K -141 -6%
PMFA
545
Plante Moran Financial Advisors
Michigan
$390K – – –
RMC
546
Resources Management Corp
Connecticut
$383K -$9.74K -55 -3%
OA
547
Operose Advisors
Wisconsin
$382K +$130K +734 +52%
Caprock Group
548
Caprock Group
Idaho
$379K +$102K +577 +38%
AC
549
Avestar Capital
New York
$376K -$39.5K -223 -10%
Spire Wealth Management
550
Spire Wealth Management
Virginia
$376K -$3.54K -20 -0.9%