We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
576
Main Street Financial Solutions
Pennsylvania
$225K +$238K +1,678 New
APWM
577
Argonautica Private Wealth Management
Massachusetts
$224K +$238K +1,673 New
Verition Fund Management
578
Verition Fund Management
Connecticut
$224K -$1.81M -12,711 -88%
HKIMG
579
Hutchens & Kramer Investment Management Group
Indiana
$224K -$8.95K -63 -4%
EWM
580
Evercore Wealth Management
New York
$223K -$48.9K -344 -17%
MC
581
Moors & Cabot
Massachusetts
$223K +$24K +169 +11%
ACM
582
Advisors Capital Management
New Jersey
$222K -$30.3K -213 -11%
AIM
583
Anchor Investment Management
South Carolina
$221K
MAM
584
Mystic Asset Management
Rhode Island
$221K
KeyBank National Association
585
KeyBank National Association
Ohio
$221K -$5.97K -42 -2%
MG
586
Meritage Group
California
$220K +$233K +1,643 New
MFG
587
Menard Financial Group
Texas
$218K +$231K +1,624 New
CWC
588
Carolinas Wealth Consulting
North Carolina
$217K
EWA
589
EP Wealth Advisors
California
$215K +$228K +1,602 New
AIM
590
Arcadia Investment Management
Michigan
$215K
SF
591
Synovus Financial
Georgia
$214K +$226K +1,592 New
GG
592
Gofen & Glossberg
Illinois
$212K +$9.09K +64 +4%
First Manhattan
593
First Manhattan
New York
$209K -$2.27K -16 -1%
VanEck Associates
594
VanEck Associates
New York
$202K +$214K +1,508 New
BCMO
595
Buckingham Capital Management (Ohio)
Ohio
$201K
HCM
596
Hudson Capital Management
New Jersey
$201K
WTA
597
Washington Trust Advisors
Massachusetts
$199K
S
598
SignatureFD
Georgia
$192K -$89.5K -630 -31%
OA
599
Operose Advisors
Wisconsin
$188K +$199K +1,400 New
HPC
600
HM Payson & Co
Maine
$187K -$31.7M -223,091 -99%