We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DDC
751
DF Dent & Co
Maryland
$442K
HCM
752
Hengehold Capital Management
Ohio
$441K
PCM
753
Prelude Capital Management
New York
$441K +$199K +1,083 +101%
LNC
754
Lincoln National Corp
Pennsylvania
$440K +$150K +820 +62%
FWCM
755
Ferguson Wellman Capital Management
Oregon
$439K -$4.03K -22 -1%
CCM
756
Carlson Capital Management
Minnesota
$438K +$393K +2,144 New
FFA
757
First Foundation Advisors
California
$435K +$16.1K +88 +4%
BG
758
Bahl & Gaynor
Ohio
$434K -$57.9K -316 -13%
TA
759
Tiedemann Advisors
New York
$433K +$389K +2,123 New
EGA
760
E&G Advisors
Texas
$429K +$18.3K +100 +5%
KWM
761
Kingsview Wealth Management
Oregon
$428K -$10.8K -59 -3%
CFA
762
Capstone Financial Advisors
Illinois
$423K
QIM
763
Quest Investment Management
Oregon
$423K
BFEC
764
Benjamin F. Edwards & Company
Missouri
$422K +$16.5K +90 +5%
HIA
765
Harbor Investment Advisory
Maryland
$421K +$378K +2,061 New
AIS
766
American Investment Services
Massachusetts
$418K +$2.2K +12 +0.6%
IAN
767
Integrated Advisors Network
Texas
$418K +$374K +2,042 New
CT
768
Caldwell Trust
Florida
$417K +$374K +2,041 New
FCI
769
Financial Counselors Inc
Kansas
$415K -$12.7K -69 -3%
GIM
770
Grassi Investment Management
California
$409K
EW
771
Evoke Wealth
California
$404K +$1.83K +10 +0.5%
BFM
772
Boston Financial Management
Massachusetts
$404K -$62.3K -340 -15%
MLL
773
Moody Lynn & Lieberson
Massachusetts
$403K -$15.8K -86 -4%
TCM
774
Teza Capital Management
Illinois
$402K -$1.97M -10,728 -85%
JFL
775
Jarislowsky, Fraser Ltd
Quebec, Canada
$402K