We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LCS
526
Levin Capital Strategies
New York
$450K
SFWA
527
Summit Financial Wealth Advisors
Louisiana
$445K -$31.8K -329 -8%
LNWWM
528
Laird Norton Wetherby Wealth Management
California
$444K +$390K +4,034 New
CCMINC
529
Cardinal Capital Management Inc (North Carolina)
North Carolina
$438K
AI
530
Atria Investments
North Carolina
$436K +$384K +3,968 New
AIM
531
Anchor Investment Management
South Carolina
$435K +$383K +3,960 New
RWA
532
River Wealth Advisors
Pennsylvania
$435K -$34.8K -360 -8%
CC
533
ClearArc Capital
Ohio
$434K -$7.64K -79 -2%
BAM
534
Burnham Asset Management
New York
$433K -$7.25K -75 -2%
FCI
535
Financial Counselors Inc
Kansas
$429K -$26.2K -271 -6%
PWMAG
536
Pinnacle Wealth Management Advisory Group
New Jersey
$426K +$73K +755 +24%
CA
537
Cambridge Advisors
Nebraska
$418K +$48.8K +505 +15%
MHI
538
Miller Howard Investments
New York
$416K -$34.4K -356 -9%
MIS
539
Morningstar Investment Services
Illinois
$415K +$139K +1,433 +61%
ATC
540
Adirondack Trust Company
New York
$414K -$2.9K -30 -0.8%
NPC
541
National Planning Corporation
California
$407K -$110K -1,142 -24%
RBC
542
Ronald Blue & Co
Georgia
$407K +$10.1K +104 +3%
MSV
543
MN Services Vermogensbeheer
Netherlands
$406K +$407K +4,206 New
MWM
544
Mission Wealth Management
California
$404K
AT
545
Arden Trust
Delaware
$403K -$187K -1,930 -34%
AIP
546
Ameritas Investment Partners
Nebraska
$401K
BWM
547
BerganKDV Wealth Management
Minnesota
$397K +$349K +3,613 New
CI
548
Constellation Investments
Ohio
$396K
TSW
549
Thompson Siegel & Walmsley
Virginia
$389K -$298K -3,079 -47%
JT
550
Jump Trading
Illinois
$383K +$337K +3,484 New