We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
576
Checchi Capital Advisers
California
$749K -$3.53K -32 -0.5%
ACA
577
Aptus Capital Advisors
Alabama
$745K +$490K +4,448 +223%
MAM
578
Martingale Asset Management
Massachusetts
$744K +$22K +200 +3%
EH
579
Equitable Holdings
New York
$741K -$60.4K -548 -8%
DSC
580
Duncker Streett & Co
Missouri
$740K – – –
Carson Wealth (CWM LLC)
581
Carson Wealth (CWM LLC)
Nebraska
$740K +$98.8K +896 +16%
PFO
582
Pathstone Family Office
New Jersey
$738K -$802K -7,276 -54%
VFA
583
Valeo Financial Advisors
Indiana
$732K +$70.1K +636 +11%
VWA
584
VERITY Wealth Advisors
United States
$731K – – –
RBC
585
Romano Brothers & Co
Illinois
$726K -$165K -1,500 -19%
RBFC
586
Roman Butler Fullerton & Co
Missouri
$723K +$7.05K +64 +1%
CANY
587
Caxton Associates (New York)
New York
$722K +$688K +6,244 New
LJHT
588
Laurie J. Hall Trustee
$722K – – –
GCC
589
Guardian Capital (Canada)
Ontario, Canada
$717K +$130K +1,180 +24%
CCG
590
Cypress Capital Group
Florida
$713K -$11.5K -104 -2%
TMAM
591
Tokio Marine Asset Management
Japan
$713K +$73.6K +668 +12%
EI
592
Ellevest Inc
New York
$712K +$171K +1,552 +34%
HCM
593
Hengehold Capital Management
Ohio
$709K -$9.26K -84 -1%
WFC
594
Western Financial Corp
California
$704K +$6.61K +60 +1%
VWMG
595
Virginia Wealth Management Group
Virginia
$694K – – –
KNW
596
Kesler Norman & Wride
Utah
$687K +$188K +1,704 +40%
FAM
597
Formidable Asset Management
Ohio
$686K – – –
LNC
598
Lincoln National Corp
Pennsylvania
$677K -$60.4K -548 -9%
PIA
599
Pinion Investment Advisors
Kansas
$677K -$132K -1,200 -17%
CFB
600
Cullen/Frost Bankers
Texas
$654K -$380K -3,448 -38%