We are live on ! Find out more
BR icon

Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
751
MCF Advisors
Kentucky
$276K +$15.2K +68 +6%
GWS
752
Greykasell Wealth Strategies
California
$272K +$270K +1,205 New
EBT
753
Enterprise Bank & Trust
Massachusetts
$272K – – –
CI
754
Cigna Investments
Connecticut
$271K -$6.5K -29 -2%
SEIA
755
Signature Estate & Investment Advisors
California
$270K +$13.9K +62 +5%
FHA
756
First Horizon Advisors
Tennessee
$270K +$19.5K +87 +8%
SIC
757
Samalin Investment Counsel
New York
$269K -$672 -3 -0.3%
ET
758
Equitable Trust
Tennessee
$269K – – –
KFSC
759
Keystone Financial Services (Colorado)
Colorado
$268K -$8.74K -39 -3%
MWM
760
Maridea Wealth Management
New York
$267K +$264K +1,179 New
CPIG
761
Chicago Partners Investment Group
Illinois
$262K +$32.3K +144 +14%
APP
762
Avantax Planning Partners
Iowa
$261K +$44.8K +200 +21%
SWM
763
Seaside Wealth Management
California
$261K +$1.12K +5 +0.4%
NPFS
764
Novak & Powell Financial Services
Florida
$261K – – –
SI
765
Stephens Inc
Arkansas
$260K -$21.1K -94 -8%
HDIM
766
Hanson & Doremus Investment Management
Vermont
$260K +$101K +450 +64%
SI
767
Seeds Investor
New York
$259K -$17.7K -79 -6%
CGL
768
Clarius Group LLC
Washington
$258K -$6.05K -27 -2%
PA
769
Parallel Advisors
California
$258K +$42.6K +190 +20%
FPAS
770
Focus Partners Advisor Solutions
Missouri
$258K -$11.9K -53 -4%
CC
771
Courier Capital
New York
$258K – – –
AO
772
Advisor OS
Illinois
$256K +$254K +1,134 New
CA
773
Claro Advisors
Massachusetts
$256K +$5.15K +23 +2%
PNC
774
Park National Corp
Ohio
$256K – – –
BWA
775
Bestgate Wealth Advisors
Maryland
$255K +$252K +1,127 New
29 30
31
32 33