BR icon

Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
851
Tairen Capital
Hong Kong
$225K +$220K +925 New
USWIA
852
UP Strategic Wealth Investment Advisors
Pennsylvania
$224K -$27.1K -114 -11%
STA
853
Summit Trail Advisors
New York
$224K -$30.7K -129 -12%
KPWG
854
KFA Private Wealth Group
Virginia
$220K +$215K +905 New
UB
855
UMB Bank
Missouri
$219K -$5.47K -23 -2%
NAM
856
NTV Asset Management
West Virginia
$219K – – –
AC
857
AlphaCore Capital
California
$218K +$212K +894 New
TCOTS
858
Trust Company of the South
North Carolina
$218K +$213K +895 New
PCG
859
Prosperity Consulting Group
Maryland
$217K +$7.37K +31 +4%
PCS
860
Personal CFO Solutions
New Jersey
$217K -$3.56K -15 -2%
IFG
861
Independent Financial Group
California
$215K -$3.09K -13 -1%
FAFN
862
First Affirmative Financial Network
Colorado
$215K -$44.9K -189 -18%
EDRH
863
Edmond de Rothschild Holding
Switzerland
$214K – – –
CAG
864
Crestwood Advisors Group
Massachusetts
$214K -$2.85K -12 -1%
WCA
865
Westover Capital Advisors
Delaware
$213K -$4.75K -20 -2%
HCMG
866
Howard Capital Management Group
California
$213K – – –
VAG
867
VisionPoint Advisory Group
Texas
$213K +$3.56K +15 +2%
EFSCE
868
Enterprise Financial Services Corp (EFSC)
Missouri
$211K +$1.66K +7 +0.8%
LFG
869
Larson Financial Group
Missouri
$211K -$36.4K -153 -15%
VCM
870
Versant Capital Management
Arizona
$210K -$2.38K -10 -1%
KFSC
871
Keystone Financial Services (Colorado)
Colorado
$210K +$205K +863 New
IWN
872
Independent Wealth Network
Iowa
$209K +$6.65K +28 +3%
WAG
873
Wallace Advisory Group
California
$208K -$15.4K -65 -7%
RCM
874
Raleigh Capital Management
North Carolina
$208K -$10.7K -45 -5%
ESB
875
Essex Savings Bank
Connecticut
$208K +$1.9K +8 +0.9%
33 34
35
36 37