We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FAB
651
First American Bank
Illinois
$847K – – –
Capital Investment Advisors
652
Capital Investment Advisors
Georgia
$844K -$13.8K -226 -2%
SP
653
Symmetry Partners
Connecticut
$841K – – –
TC
654
Trilogy Capital
California
$835K +$11.6K +190 +1%
Belpointe Asset Management
655
Belpointe Asset Management
Nevada
$832K -$73.5K -1,201 -8%
EM
656
Excalibur Management
Massachusetts
$825K +$264K +4,312 +43%
ISWM
657
Independent Solutions Wealth Management
New York
$823K +$78.4K +1,280 +10%
Independent Financial Group
658
Independent Financial Group
California
$820K -$317K -5,177 -27%
Ferguson Wellman Capital Management
659
Ferguson Wellman Capital Management
Oregon
$813K -$42.6K -696 -5%
John W. Bristol & Co
660
John W. Bristol & Co
New York
$812K – – –
QWM
661
QP Wealth Management
New Jersey
$811K +$29.7K +485 +4%
Nicholas Hoffman & Company
662
Nicholas Hoffman & Company
Georgia
$810K +$292K +4,777 +51%
AC
663
Addison Capital
Pennsylvania
$807K +$6K +98 +0.7%
LSA
664
Lion Street Advisors
Texas
$805K +$855K +13,975 New
Covington Capital Management
665
Covington Capital Management
California
$797K -$18.9K -309 -2%
FNBTCON
666
First National Bank & Trust Co of Newtown
Pennsylvania
$791K -$20.1K -329 -2%
ACP
667
Aviance Capital Partners
Florida
$788K +$4.96K +81 +0.6%
LCP
668
Legacy Capital Partners
Wisconsin
$784K -$36.7K -600 -4%
CFGS
669
Concourse Financial Group Securities
Alabama
$783K +$18.1K +295 +2%
VF
670
Virtu Financial
New York
$782K +$832K +13,585 New
MCM
671
Murphy Capital Management
New Jersey
$781K -$161K -2,623 -16%
HT
672
HighTower Trust
Texas
$778K -$35.7K -584 -4%
FTDI
673
First Trust Direct Indexing
Massachusetts
$777K -$23K -376 -3%
CT
674
Cambridge Trust
Massachusetts
$774K -$1.59K -26 -0.2%
RAM
675
Redmond Asset Management
Virginia
$774K – – –