We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
801
Investment Advisory Services
Texas
$430K +$86.1K +378 +24%
ST
802
Sageworth Trust
Pennsylvania
$429K -$1.49M -6,551 -77%
NHC
803
Nicholas Hoffman & Company
Georgia
$429K +$80.9K +355 +22%
AIP
804
Ameritas Investment Partners
Nebraska
$428K
GHA
805
GW Henssler & Associates
Georgia
$424K +$442K +1,942 New
RCAG
806
Rehmann Capital Advisory Group
Michigan
$423K -$10.5K -46 -2%
PH
807
Pinnacle Holdings
Oklahoma
$418K
FFA
808
First Foundation Advisors
California
$417K -$7.97K -35 -2%
VHAM
809
Van Hulzen Asset Management
California
$417K -$2.28K -10 -0.5%
NQWM
810
Northwest Quadrant Wealth Management
Oregon
$416K -$10.3K -45 -2%
MWAM
811
Manhattan West Asset Management
California
$415K +$434K +1,903 New
FCFC
812
First Citizens Financial Corp
Iowa
$414K
FMB
813
Field & Main Bank
Kentucky
$414K +$39.9K +175 +10%
CCM
814
Coldstream Capital Management
Washington
$412K +$430K +1,888 New
SIMG
815
Sonora Investment Management Group
Arizona
$412K +$430K +1,889 New
TCM
816
Teza Capital Management
Illinois
$411K -$32.1K -141 -7%
SYBT
817
Stock Yards Bank & Trust
Kentucky
$411K +$108K +475 +34%
JIC
818
Johnson Investment Counsel
Ohio
$410K -$140K -616 -25%
SPIA
819
Steward Partners Investment Advisory
New York
$408K +$260K +1,143 +157%
RGF
820
Retirement Guys Formula
Ohio
$408K +$426K +1,871 New
1SB
821
1ST Source Bank
Indiana
$404K -$15.9K -70 -4%
CSB
822
City State Bank
Iowa
$404K +$422K +1,853 New
OIM
823
Oder Investment Management
California
$401K
Cerity Partners
824
Cerity Partners
New York
$401K +$417K +1,830 New
AO
825
Advisor OS
Illinois
$399K +$51.7K +227 +14%