We are live on ! Find out more
CME icon

CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1076
EP Wealth Advisors
California
$381K +$95.2K +414 +34%
AUB
1077
Atlantic Union Bankshares
Virginia
$381K -$4.37K -19 -1%
1SB
1078
1ST Source Bank
Indiana
$379K -$3.68K -16 -1%
CGL
1079
Clarius Group LLC
Washington
$378K -$1.61K -7 -0.4%
GLA
1080
Great Lakes Advisors
Illinois
$377K +$17.2K +75 +5%
LT
1081
Legacy Trust
Michigan
$376K
ASN
1082
Advisory Services Network
Georgia
$374K +$49.7K +216 +16%
MA
1083
MKT Advisors
California
$373K +$920 +4 +0.3%
TC
1084
Taika Capital
Florida
$370K -$627K -2,725 -63%
PCM
1085
Prelude Capital Management
New York
$369K +$365K +1,589 New
ST
1086
Sentinel Trust
Texas
$368K +$364K +1,583 New
CSIC
1087
Clifford Swan Investment Counsel
California
$368K -$15.4K -67 -4%
APG
1088
Abacus Planning Group
South Carolina
$367K -$3.22K -14 -0.9%
LWL
1089
Leo Wealth LLC
Texas
$365K +$90.8K +395 +34%
AWA
1090
Aaron Wealth Advisors
Illinois
$363K +$15.2K +66 +4%
TPW
1091
Talon Private Wealth
Florida
$363K +$357K +1,554 +22,200%
PMFA
1092
Plante Moran Financial Advisors
Michigan
$362K +$12.2K +53 +4%
AFGAS
1093
Allegiance Financial Group Advisory Services
Virginia
$360K +$357K +1,552 New
VA
1094
Valmark Advisers
Ohio
$358K +$5.06K +22 +1%
VAG
1095
VisionPoint Advisory Group
Texas
$357K +$353K +1,534 New
SQA
1096
Simon Quick Advisors
New Jersey
$354K +$77.7K +338 +29%
USB
1097
Union Savings Bank
Connecticut
$353K -$54.5K -237 -13%
FW
1098
FullCircle Wealth
Texas
$352K
CC
1099
Corton Capital
Ontario, Canada
$352K +$348K +1,514 New
DP
1100
Dearborn Partners
Illinois
$351K +$17.7K +77 +5%