We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1051
Provenance Wealth Advisors
Florida
$413K – – –
SDIC
1052
South Dakota Investment Council
South Dakota
$411K – – –
CPW
1053
Cove Private Wealth
New York
$411K – – –
PDL
1054
Portfolio Design Labs
California
$410K +$426K +1,538 New
PAS
1055
Professional Advisory Services
Florida
$407K – – –
OF
1056
Outfitter Financial
Maine
$407K -$70.6K -255 -14%
MC
1057
Middleton & Co
Massachusetts
$407K – – –
VCM
1058
Versant Capital Management
Arizona
$404K +$179K +647 +75%
WBG
1059
Wharton Business Group
Pennsylvania
$403K – – –
MWM
1060
Mission Wealth Management
California
$403K -$26K -94 -6%
BTI
1061
Blue Trust Inc
Georgia
$403K -$183K -663 -31%
FAMI
1062
Fideuram Asset Management (Ireland)
$402K -$473K -1,710 -56%
BBA
1063
Baader Bank Aktiengesellschaft
Germany
$401K -$145K -523 -26%
DA
1064
Denali Advisors
California
$400K +$415K +1,500 New
FIB
1065
First Interstate Bank
Montana
$399K -$23K -83 -5%
7WCP
1066
71 West Capital Partners
Massachusetts
$397K +$119K +431 +41%
CFP
1067
Catalyst Financial Partners
Massachusetts
$397K +$116K +418 +39%
KAS
1068
KPP Advisory Services
Kentucky
$394K -$45.1K -163 -10%
CBT
1069
CoreFirst Bank & Trust
Kansas
$393K -$97.9K -354 -19%
ACA
1070
American Capital Advisory
Idaho
$393K +$3.04K +11 +0.8%
ZBNA
1071
Zions Bancorporation, National Association
Utah
$393K -$274K -990 -40%
TIAA Trust, National Association
1072
TIAA Trust, National Association
North Carolina
$392K -$2.46M -8,877 -86%
ACM
1073
Advisors Capital Management
New Jersey
$392K +$8.3K +30 +2%
TWIM
1074
TIAA Wealth Investment Management
New York
$391K +$406K +1,467 New
GA
1075
Goldstein Advisors
Wisconsin
$391K +$52.8K +191 +15%