We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BFWM
651
Bright Futures Wealth Management
New York
$847K +$43.3K +821 +5%
HWM
652
Hohimer Wealth Management
Washington
$844K – – –
Valeo Financial Advisors
653
Valeo Financial Advisors
Indiana
$839K -$52.4K -992 -6%
Cullen/Frost Bankers
654
Cullen/Frost Bankers
Texas
$838K -$7.81K -148 -1%
QWM
655
Quadcap Wealth Management
Texas
$835K -$27.2K -515 -3%
Foundations Investment Advisors
656
Foundations Investment Advisors
Arizona
$835K +$33.8K +641 +4%
PPP
657
Private Portfolio Partners
New Jersey
$834K +$806K +15,270 New
PI
658
Pettee Investors
Connecticut
$834K – – –
RIA
659
Regal Investment Advisors
Michigan
$830K +$24.3K +460 +3%
BFA
660
Benedict Financial Advisors
Georgia
$830K -$22.6K -429 -3%
SC
661
Sawyer & Company
Massachusetts
$829K -$17.1K -324 -2%
Welch & Forbes
662
Welch & Forbes
Massachusetts
$825K -$5.59K -106 -0.7%
Kingswood Wealth Advisors
663
Kingswood Wealth Advisors
California
$824K -$119K -2,254 -13%
WorldQuant Millennium Advisors
664
WorldQuant Millennium Advisors
New York
$824K – – –
PGGM Investments
665
PGGM Investments
Netherlands
$823K -$55K -1,042 -6%
SCP
666
Silverleafe Capital Partners
Tennessee
$810K – – –
Blue Trust Inc
667
Blue Trust Inc
Georgia
$808K +$246K +4,656 +44%
ACP
668
Aviance Capital Partners
Florida
$806K -$27.4K -520 -3%
WI
669
Wahed Invest
New York
$803K -$27.3K -518 -3%
FAB
670
First American Bank
Illinois
$803K -$20K -378 -3%
Fifth Third Wealth Advisors
671
Fifth Third Wealth Advisors
Ohio
$803K +$242K +4,586 +45%
Parallel Advisors
672
Parallel Advisors
California
$801K -$165K -3,122 -18%
TCOV
673
Trust Company of Vermont
Vermont
$797K -$58.9K -1,116 -7%
IFP Advisors
674
IFP Advisors
Florida
$796K +$86.7K +1,642 +13%
SC
675
Searle & Co
Connecticut
$793K – – –