We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
826
Advyzon Investment Management
Illinois
$244K +$23.9K +96 +10%
AC
827
Avestar Capital
New York
$244K -$31.6K -127 -11%
LAM
828
Longboard Asset Management
Arizona
$243K – – –
ACM
829
Allred Capital Management
Texas
$241K – – –
MIM
830
Moseley Investment Management
Florida
$241K – – –
KFS
831
Kurt F. Somerville
$240K – – –
Great Valley Advisor Group
832
Great Valley Advisor Group
Delaware
$240K +$2.49K +10 +1%
CSI
833
Cross Staff Investments
New York
$238K – – –
FFS
834
Fischer Financial Services
Pennsylvania
$238K – – –
JE
835
JMAC Enterprises
Pennsylvania
$238K – – –
JCM
836
Jacobsen Capital Management
Utah
$238K -$4.23K -17 -2%
UMB Bank
837
UMB Bank
Missouri
$235K +$20.4K +82 +9%
SWM
838
SeaCrest Wealth Management
New York
$234K -$13.7K -55 -5%
Meiji Yasuda Life Insurance
839
Meiji Yasuda Life Insurance
Japan
$234K +$244K +981 New
UFF
840
USA Financial Formulas
Michigan
$233K -$11.7K -47 -5%
AP
841
Advisors Preferred
Maryland
$233K +$247K +992 New
AMIM
842
Aull & Monroe Investment Management
Alabama
$232K -$12.5K -50 -5%
NAS
843
Nicolet Advisory Services
Wisconsin
$231K -$2.49K -10 -1%
CCA
844
Childress Capital Advisors
Texas
$231K +$241K +969 New
PAM
845
Pegasus Asset Management
New York
$231K – – –
PA
846
PharVision Advisers
Florida
$228K +$239K +959 New
CT
847
Colonial Trust
South Carolina
$228K – – –
BFA
848
Bill Few Associates
Pennsylvania
$228K +$238K +956 New
RFN
849
RDA Financial Network
Iowa
$226K -$5.73K -23 -2%
FFA
850
Fragasso Financial Advisors
Pennsylvania
$226K -$747 -3 -0.3%