We are live on ! Find out more
CME icon

CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
651
Summit X LLC
Missouri
$590K +$551K +3,240 New
DC
652
Derby & Company
Massachusetts
$588K – – –
MWA
653
Moser Wealth Advisors
Washington
$585K +$54.4K +320 +11%
FTDI
654
First Trust Direct Indexing
Massachusetts
$583K +$544K +3,201 New
S
655
SimplyRich
California
$580K -$29.3K -172 -5%
RIA
656
Regal Investment Advisors
Michigan
$580K +$542K +3,186 New
GCAC
657
Guardian Capital Advisors (Canada)
Ontario, Canada
$579K -$223K -1,312 -29%
MWA
658
Meridian Wealth Advisors
Texas
$578K +$3.06K +18 +0.6%
FPB
659
First PREMIER Bank
South Dakota
$577K – – –
BCI
660
Brinker Capital Investments
Pennsylvania
$573K +$529K +3,112 New
CC
661
Cadinha & Co
Hawaii
$570K -$64.6K -380 -11%
EWM
662
Evercore Wealth Management
New York
$568K +$21.3K +125 +4%
KAS
663
Kestra Advisory Services
Texas
$567K +$542K +3,186 New
BIA
664
Bigelow Investment Advisors
Maine
$564K +$3.74K +22 +0.7%
KPWS
665
Kestra Private Wealth Services
Texas
$563K -$589K -3,461 -52%
BP
666
Ballentine Partners
Massachusetts
$563K -$95.9K -564 -15%
DA
667
Doliver Advisors
Texas
$548K +$85.9K +505 +20%
TCOO
668
Trust Company of Oklahoma
Oklahoma
$546K -$6.8K -40 -1%
ORI
669
Oak Ridge Investments
Illinois
$545K -$26.9K -158 -5%
FHA
670
Flagship Harbor Advisors
Massachusetts
$543K -$187K -1,099 -27%
PNAA
671
Pictet North America Advisors
Switzerland
$542K – – –
AIA
672
Alera Investment Advisors
Illinois
$542K +$54.4K +320 +12%
IBOK
673
Independence Bank of Kentucky
Kentucky
$540K -$5.1K -30 -1%
CA
674
Cetera Advisors
Colorado
$538K -$18K -106 -3%
ABC
675
Associated Banc-Corp
Wisconsin
$533K +$56.1K +330 +13%
25 26
27
28 29