We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
226
Cyndeo Wealth Partners
Florida
$3.28M +$3.22M +18,380 New
TC
227
TownSquare Capital
Utah
$3.21M +$226K +1,286 +8%
MWA
228
Meridian Wealth Advisors
Texas
$3.2M +$350K +1,996 +13%
WT
229
Whittier Trust
California
$3.16M -$99.3K -566 -3%
FA
230
FDx Advisors
Illinois
$3.11M -$376K -2,141 -11%
HSBC Holdings
231
HSBC Holdings
United Kingdom
$3.09M +$3.06M +17,445 New
SCM
232
Seascape Capital Management
New Hampshire
$3.08M +$52.6K +300 +2%
TWI
233
Thomas White International
Illinois
$3.04M +$331K +1,889 +12%
SFG
234
Sather Financial Group
Texas
$3.04M +$2.34M +13,340 +361%
PA
235
Perennial Advisors
New York
$3.03M +$125K +712 +4%
SC
236
Searle & Co
Connecticut
$3.03M
KJHP
237
K.J. Harrison & Partners
Ontario, Canada
$3.03M +$228K +1,300 +12%
CDH
238
Charles D. Hyman
$3.01M -$8.77K -50 -0.3%
HCA
239
Horan Capital Advisors
Ohio
$3M +$12.6K +72 +0.4%
CC
240
Courier Capital
New York
$2.91M -$101K -577 -3%
CAN
241
Cetera Advisor Networks
California
$2.82M +$873K +4,975 +46%
PI
242
PFS Investments
Georgia
$2.79M +$638K +3,637 +30%
KIG
243
Kennedy Investment Group
New Jersey
$2.78M +$2.74M +15,626 New
WIC
244
Woodmont Investment Counsel
Tennessee
$2.78M -$67.7K -386 -2%
MFFIA
245
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.77M +$2.73M +15,540 New
UBS AM
246
UBS AM
Illinois
$2.77M -$263K -1,500 -9%
ASN
247
Advisory Services Network
Georgia
$2.72M +$230K +1,309 +9%
RCM
248
Radnor Capital Management
Pennsylvania
$2.71M
HCMT
249
Highland Capital Management (Tennessee)
Tennessee
$2.71M +$35.1K +200 +1%
TPCM
250
Templeton & Phillips Capital Management
Tennessee
$2.7M +$2.66M +15,150 New