We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MW
926
Marcum Wealth
Ohio
$516K -$47.3K -168 -8%
NP
927
NorthRock Partners
Minnesota
$512K +$6.19K +22 +1%
AAS
928
Ameritas Advisory Services
Nebraska
$512K +$20.8K +74 +4%
SHFA
929
SS&H Financial Advisors
Michigan
$508K – – –
SCP
930
Stamos Capital Partners
California
$508K +$515K +1,830 New
PIM
931
Perpetual Investment Management
Australia
$506K – – –
LC
932
Lindbrook Capital
California
$505K +$25.6K +91 +5%
CT
933
Caldwell Trust
Florida
$504K – – –
FAIM
934
Financial Advocates Investment Management
Washington
$503K +$4.4M +15,631 New
APG
935
Abacus Planning Group
South Carolina
$502K +$1.13K +4 +0.2%
RWP
936
RWA Wealth Partners
Massachusetts
$498K -$7.04K -25 -1%
PWM
937
Paulson Wealth Management
Illinois
$498K – – –
BG
938
Bahl & Gaynor
Ohio
$496K – – –
HVIA
939
Hudson Valley Investment Advisors
New York
$494K -$15.2K -54 -3%
FNT
940
First National Trust
Pennsylvania
$494K +$7.04K +25 +1%
FMLI
941
Fukoku Mutual Life Insurance
Japan
$489K -$31K -110 -6%
FNBTCON
942
First National Bank & Trust Co of Newtown
Pennsylvania
$486K – – –
JWCA
943
J.W. Cole Advisors
Florida
$486K +$87K +309 +21%
ICM
944
Islay Capital Management
Texas
$485K -$20.8K -74 -4%
NFG
945
Nations Financial Group
Iowa
$484K +$44.2K +157 +10%
VAS
946
Vestmark Advisory Solutions
Massachusetts
$482K -$87.2K -310 -15%
PFBT
947
Parkside Financial Bank & Trust
Missouri
$482K +$7.32K +26 +2%
PWM
948
Palumbo Wealth Management
New York
$481K +$1.69K +6 +0.3%
ACI
949
Alpha Cubed Investments
California
$481K +$2.25K +8 +0.5%
SIA
950
SkyView Investment Advisors
New Jersey
$480K +$114K +406 +31%