We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NF
651
NavPoint Financial
Minnesota
$323K +$354K +3,121 New
ACA
652
Aptus Capital Advisors
Alabama
$323K -$66.6K -587 -16%
WWM
653
Walser Wealth Management
Florida
$322K +$352K +3,106 New
FMB
654
Field & Main Bank
Kentucky
$321K
LCM
655
LVM Capital Management
Michigan
$321K +$1.93K +17 +0.6%
MFS
656
Mirabella Financial Services
United Kingdom
$319K +$349K +3,078 New
VT
657
Vise Technologies
New York
$318K
ECM
658
Evergreen Capital Management
Washington
$318K -$527K -4,646 -60%
VA
659
VestGen Advisors
Illinois
$317K +$92.5K +816 +30%
HTC
660
Haverford Trust Company
Pennsylvania
$317K -$907 -8 -0.3%
FRA
661
Frank Rimerman Advisors
California
$317K +$347K +3,057 New
PTCG
662
Pring Turner Capital Group
California
$317K
IAN
663
Integrated Advisors Network
Texas
$313K +$342K +3,020 New
KTC
664
Kentucky Trust Company
Kentucky
$311K +$71.7K +632 +27%
TGAM
665
TBH Global Asset Management
Tennessee
$311K -$227 -2 -0.1%
KWA
666
Kingswood Wealth Advisors
California
$310K -$109K -958 -24%
FFWM
667
Future Financial Wealth Management
Ohio
$309K
SSW
668
Smith Shellnut Wilson
Mississippi
$307K
CCG
669
Coastwise Capital Group
California
$306K +$335K +2,953 New
OIA
670
OneDigital Investment Advisors
Kansas
$305K +$334K +2,944 New
TCIIS
671
TIAA-CREF Individual & Institutional Services
New York
$305K +$334K +2,944 New
BMSSC
672
B. Metzler seel. Sohn & Co
Germany
$304K
CP
673
CenterBook Partners
Connecticut
$303K +$331K +2,922 New
SO
674
STRS Ohio
Ohio
$302K -$453 -4 -0.1%
RCM
675
Radnor Capital Management
Pennsylvania
$302K