We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
501
Essex Financial Services
Connecticut
$232K -$72.9K -1,438 -20%
UB
502
Umpqua Bank
Oregon
$227K +$233K +4,605 New
PCH
503
PGIM Custom Harvest
New Jersey
$226K +$233K +4,600 New
Lido Advisors
504
Lido Advisors
California
$226K +$233K +4,588 New
SIC
505
Samalin Investment Counsel
New York
$226K +$233K +4,586 New
First Trust Advisors
506
First Trust Advisors
Illinois
$225K +$232K +4,567 New
AWM
507
Avior Wealth Management
Nebraska
$221K -$22.3K -440 -9%
ASN
508
Advisory Services Network
Georgia
$214K +$221K +4,352 New
FRM
509
Fox Run Management
Connecticut
$214K +$220K +4,342 New
LFA
510
Legacy Financial Advisors
Kentucky
$212K +$218K +4,309 New
CCC
511
Chesapeake Capital Corp
Florida
$208K -$234K -4,613 -52%
CIM
512
Contravisory Investment Management
Massachusetts
$207K +$213K +4,208 New
LA
513
LVW Advisors
New York
$206K +$212K +4,189 New
PAS
514
Park Avenue Securities
New York
$206K +$212K +4,185 New
FCBT
515
First Citizens Bank & Trust
North Carolina
$205K +$211K +4,166 New
AGP
516
Autumn Glory Partners
Texas
$203K +$209K +4,130 New
GIM
517
Gold Investment Management
Alberta, Canada
$203K
RFC
518
Regions Financial Corp
Alabama
$203K -$25.4K -500 -11%
GCS
519
Gordian Capital (Singapore)
Singapore
$202K +$208K +4,097 New
PPC
520
Park Place Capital
Alabama
$194K -$81.8K -1,613 -29%
MPWT
521
MassMutual Private Wealth & Trust
Connecticut
$182K +$171K +3,375 +1,051%
CAS
522
Coppell Advisory Solutions
Texas
$175K +$180K +3,554 New
HT
523
Headlands Technologies
Illinois
$174K -$200K -3,951 -53%
SAM
524
S.A. Mason
Michigan
$170K +$13.1K +258 +8%
EWA
525
EverSource Wealth Advisors
Alabama
$146K +$133K +2,630 +446%