We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
801
Hudson Capital Management
New Jersey
$263K – – –
SWM
802
Seaside Wealth Management
California
$262K +$996 +4 +0.4%
KFI
803
Key Financial Inc
Pennsylvania
$262K – – –
TBT
804
Texas Bank & Trust
Texas
$262K – – –
AWM
805
Accurate Wealth Management
Florida
$261K +$13.4K +54 +5%
Jump Financial
806
Jump Financial
Illinois
$261K -$1.38M -5,532 -83%
C
807
Certuity
Florida
$260K +$271K +1,090 New
Sanibel Captiva Trust Company
808
Sanibel Captiva Trust Company
Florida
$259K -$249 -1 -0.1%
Evergreen Capital Management
809
Evergreen Capital Management
Washington
$259K -$4.73K -19 -2%
CICI
810
Capital Investment Counsel Inc
North Carolina
$257K – – –
AWM
811
Aprio Wealth Management
Georgia
$255K -$5.73K -23 -2%
Parallel Advisors
812
Parallel Advisors
California
$254K +$7.72K +31 +3%
EBA
813
Eagle Bay Advisors
New York
$254K -$135K -541 -34%
RW
814
Rede Wealth
Virginia
$254K +$265K +1,063 New
Daymark Wealth Partners
815
Daymark Wealth Partners
Ohio
$254K +$265K +1,066 New
ML
816
McAdam LLC
Pennsylvania
$253K +$29.1K +117 +12%
ABN AMRO Investment Solutions
817
ABN AMRO Investment Solutions
$253K – – –
BWM
818
Baron Wealth Management
Michigan
$253K -$27.9K -112 -10%
First Manhattan
819
First Manhattan
New York
$251K – – –
PBC
820
Pavion Blue Capital
California
$251K – – –
PFG
821
PAX Financial Group
Texas
$250K +$31.4K +126 +14%
MFA
822
Mayflower Financial Advisors
Massachusetts
$250K – – –
FW
823
FullCircle Wealth
Texas
$250K +$7.47K +30 +3%
London Company of Virginia
824
London Company of Virginia
Virginia
$248K -$25.8M -103,627 -99%
AG
825
Ascent Group
Virginia
$247K -$27.6K -111 -10%