We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
551
Texas Capital Bank Wealth Management Services
Texas
$319K +$10.2K +70 +3%
Procyon Advisors
552
Procyon Advisors
Connecticut
$313K -$580 -4 -0.2%
LAM
553
LifePro Asset Management
California
$313K +$296K +2,040 New
MAFM
554
Mid Atlantic Financial Management
Pennsylvania
$306K -$2.03K -14 -0.7%
MAI Capital Management
555
MAI Capital Management
Ohio
$303K +$33.9K +234 +13%
Avantax Advisory Services
556
Avantax Advisory Services
Texas
$297K -$126K -868 -31%
ALPS Advisors
557
ALPS Advisors
Colorado
$296K -$8.41K -58 -3%
RCM
558
Radnor Capital Management
Pennsylvania
$296K +$22.5K +155 +9%
QS Investors
559
QS Investors
New York
$295K -$22K -152 -7%
AFG
560
Albion Financial Group
Utah
$295K -$2.03K -14 -0.7%
CT
561
Chicago Trust
Illinois
$293K +$7.4K +51 +3%
SCM
562
Spreng Capital Management
Ohio
$292K – – –
AP
563
Advisors Preferred
Maryland
$289K -$145K -1,001 -34%
AAM
564
AMI Asset Management
California
$288K -$4.5K -31 -2%
Raymond James Trust
565
Raymond James Trust
Florida
$286K -$19.3K -133 -7%
GAMCO Investors
566
GAMCO Investors
Connecticut
$286K +$271K +1,867 New
Y-Intercept (HK)
567
Y-Intercept (HK)
Hong Kong
$282K +$269K +1,853 New
Quilter Plc
568
Quilter Plc
United Kingdom
$277K – – –
HCM
569
Hudson Capital Management
New Jersey
$276K -$14.5K -100 -5%
MIM
570
Marco Investment Management
Georgia
$276K – – –
AMIM
571
Aull & Monroe Investment Management
Alabama
$275K -$3.63K -25 -1%
BOH
572
Bank of Hawaii
Hawaii
$272K -$98.8K -681 -28%
Tokio Marine Asset Management
573
Tokio Marine Asset Management
Japan
$269K -$27.4K -189 -10%
Curi RMB Capital
574
Curi RMB Capital
Illinois
$267K +$10.2K +70 +4%
SICM
575
Sustainable Insight Capital Management
New York
$267K +$253K +1,743 New