We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MLL
526
Moody Lynn & Lieberson
Massachusetts
$485K +$6.61K +45 +1%
S
527
SignatureFD
Georgia
$482K -$21.9K -149 -4%
FA
528
FDx Advisors
Illinois
$479K – – –
BFO
529
Boston Family Office
Massachusetts
$478K – – –
Lido Advisors
530
Lido Advisors
California
$476K +$39K +266 +9%
JF
531
Jump Financial
Illinois
$471K +$455K +3,097 New
KA
532
Kintegral Advisory
New York
$469K -$24.4K -166 -5%
MOS
533
MGO One Seven
Ohio
$468K +$100K +681 +28%
CFFP
534
Center for Financial Planning
Michigan
$467K -$147 -1 -0%
AWM
535
Apollon Wealth Management
South Carolina
$461K +$37.7K +257 +9%
SL
536
Sentry LLC
Tennessee
$461K +$446K +3,035 New
SIMG
537
Sonora Investment Management Group
Arizona
$459K -$1.32K -9 -0.3%
BPA
538
Beacon Pointe Advisors
California
$457K -$8.96K -61 -2%
TTWM
539
TCV Trust & Wealth Management
Virginia
$457K +$57.1K +389 +15%
TPCW
540
TD Private Client Wealth
New York
$455K +$117K +797 +36%
LNC
541
Lincoln National Corp
Pennsylvania
$452K +$9.54K +65 +2%
MJP
542
Michael J. Puzo
$452K – – –
SSW
543
Smith Shellnut Wilson
Mississippi
$449K – – –
PP
544
Patten & Patten
Tennessee
$449K – – –
FCI
545
Financial Counselors Inc
Kansas
$445K -$110K -752 -20%
FCFC
546
First Commonwealth Financial Corp
Pennsylvania
$443K -$37.9K -258 -8%
AB
547
Atlas Brown
Kentucky
$443K – – –
Luther King Capital Management (LKCM)
548
Luther King Capital Management (LKCM)
Texas
$438K -$24.7K -168 -6%
FM
549
Foster & Motley
Ohio
$434K -$2.5K -17 -0.6%
SPC
550
Sigma Planning Corp
Michigan
$431K +$97.5K +664 +31%