We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
701
First Trust Direct Indexing
Massachusetts
$793K +$19.9K +375 +3%
Focus Financial Network
702
Focus Financial Network
Minnesota
$789K +$23.9K +450 +3%
IFP Advisors
703
IFP Advisors
Florida
$787K -$388K -7,300 -33%
JWCA
704
J.W. Coons Advisors
Ohio
$787K -$107K -2,015 -12%
DAM
705
Delta Asset Management
Tennessee
$785K +$26.6K +500 +4%
FAB
706
First American Bank
Illinois
$783K – – –
Vestcor Inc
707
Vestcor Inc
New Brunswick, Canada
$781K -$1.98M -37,336 -72%
DG
708
DMC Group
Alabama
$780K +$39K +733 +5%
RFN
709
RDA Financial Network
Iowa
$779K -$850 -16 -0.1%
WC
710
Westhampton Capital
North Carolina
$777K -$48.4K -911 -6%
WSC
711
Wellington Shields & Co
New York
$775K +$68K +1,280 +10%
LIM
712
Leavell Investment Management
Alabama
$775K -$40.1K -755 -5%
ISWM
713
Independent Solutions Wealth Management
New York
$775K +$124K +2,333 +19%
OAM
714
Ostrum Asset Management
France
$774K +$2.18K +41 +0.3%
Citizens Financial Group
715
Citizens Financial Group
Rhode Island
$769K -$330K -6,201 -30%
LIG
716
Lokken Investment Group
Delaware
$769K +$145K +2,726 +23%
LB
717
Leo Brokerage
Texas
$768K +$155K +2,917 +25%
IF
718
Intrua Financial
Texas
$767K +$143K +2,682 +23%
CK
719
Cohen Klingenstein
New York
$766K – – –
MSAM
720
Moloney Securities Asset Management
Missouri
$765K +$15.1K +285 +2%
KLWA
721
Kelly Lawrence W & Associates
California
$763K -$162K -3,048 -17%
PT
722
Plimoth Trust
Massachusetts
$763K -$22.9K -431 -3%
Independent Financial Group
723
Independent Financial Group
California
$762K +$50K +941 +7%
MFS
724
Mirabella Financial Services
United Kingdom
$758K +$560K +10,543 +285%
Waverly Advisors
725
Waverly Advisors
Alabama
$755K -$23.3K -439 -3%