We are live on ! Find out more
BR icon

Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
651
Orser Capital Management
Texas
$446K +$433K +1,838 New
CAM
652
Clark Asset Management
New Hampshire
$443K +$29.2K +124 +7%
TCBWMS
653
Texas Capital Bank Wealth Management Services
Texas
$442K +$19.8K +84 +5%
IFS
654
Ifrah Financial Services
Arkansas
$442K -$26.8K -114 -6%
IBOK
655
Independence Bank of Kentucky
Kentucky
$441K – – –
EB
656
Eastern Bank
Massachusetts
$440K -$24.2K -103 -5%
MIM
657
Marco Investment Management
Georgia
$439K – – –
S
658
SignatureFD
Georgia
$437K -$25.2K -107 -6%
MA
659
MONECO Advisors
Connecticut
$434K -$1.41K -6 -0.3%
MAM
660
Mystic Asset Management
Rhode Island
$432K – – –
CIA
661
Compass Ion Advisors
Pennsylvania
$431K +$42.8K +182 +11%
MIP
662
Marietta Investment Partners
Wisconsin
$428K -$229K -974 -36%
USCWA
663
U.S. Capital Wealth Advisors
Texas
$426K +$96.3K +409 +30%
BP
664
Ballentine Partners
Massachusetts
$426K +$8.24K +35 +2%
EA
665
Everpar Advisors
Oklahoma
$424K -$72.5K -308 -15%
CFGW
666
Chancellor Financial Group WB
Pennsylvania
$422K – – –
CTC
667
Central Trust Company
Missouri
$419K -$1.65K -7 -0.4%
VCM
668
Vivaldi Capital Management
Illinois
$418K -$17.2K -73 -4%
BAM
669
Belpointe Asset Management
Nevada
$416K +$7.06K +30 +2%
LJHT
670
Laurie J. Hall Trustee
$412K -$129K -550 -24%
MAM
671
Martingale Asset Management
Massachusetts
$410K +$19.3K +82 +5%
AWP
672
Ascent Wealth Partners
New York
$410K +$59.5K +253 +18%
BWP
673
BSW Wealth Partners
Colorado
$409K +$12.2K +52 +3%
HI
674
Horizon Investments
North Carolina
$407K +$20K +85 +5%
ANBT
675
American National Bank & Trust
Texas
$406K – – –
25 26
27
28 29