We are live on ! Find out more
CME icon

CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
701
Chesley Taft & Associates
Illinois
$439K -$17.9K -100 -4%
CT
702
Columbia Trust
Oregon
$437K +$27.2K +152 +6%
WAM
703
Wealthspire Advisors (Maryland)
Maryland
$436K -$52.3K -292 -10%
APG
704
Abacus Planning Group
South Carolina
$434K -$1.43K -8 -0.3%
LWCFA
705
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$431K +$5.38K +30 +1%
ABC
706
Associated Banc-Corp
Wisconsin
$423K – – –
EH
707
Employers Holdings
Nevada
$423K +$98.6K +550 +27%
CGL
708
Clarius Group LLC
Washington
$415K -$15.6K -87 -3%
MMPW
709
Mitchell McLeod Pugh & Williams
Alabama
$415K – – –
PIA
710
Pinion Investment Advisors
Kansas
$414K -$18.3K -102 -4%
RHAM
711
Round Hill Asset Management
California
$411K -$22.4K -125 -5%
SB
712
Simmons Bank
Arkansas
$409K -$896 -5 -0.2%
CWM
713
Calamos Wealth Management
Illinois
$406K – – –
IBOK
714
Independence Bank of Kentucky
Kentucky
$405K +$425K +2,370 +1,975%
BG
715
Bahl & Gaynor
Ohio
$403K -$689K -3,845 -61%
SCM
716
Shelton Capital Management
Colorado
$401K -$11.5K -64 -3%
MIM
717
Moseley Investment Management
Florida
$399K +$896 +5 +0.2%
ASN
718
Advisory Services Network
Georgia
$399K +$274K +1,530 +165%
IWP
719
Icon Wealth Partners
Texas
$399K +$440K +2,453 New
MWP
720
Moller Wealth Partners
$398K -$33.2K -185 -7%
GCAC
721
Guardian Capital Advisors (Canada)
Ontario, Canada
$397K +$131K +730 +29%
TF
722
Trek Financial
Arizona
$394K +$435K +2,426 New
FA
723
FDx Advisors
Illinois
$394K +$435K +2,427 New
AGM
724
Alpine Global Management
New York
$393K +$433K +2,416 New
AWM
725
Atticus Wealth Management
Florida
$392K +$71.3K +398 +20%
27 28
29
30 31