We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NewEdge Wealth
776
NewEdge Wealth
Pennsylvania
$248K +$94.3K +3,241 +39%
MWC
777
MBM Wealth Consultants
Missouri
$244K +$56.8K +1,952 +27%
WA
778
WealthTrust Axiom
Pennsylvania
$244K -$36.2K -1,246 -12%
AIM
779
Athena Investment Management
California
$242K +$18.9K +648 +8%
DC
780
Diametric Capital
Massachusetts
$240K +$264K +9,071 New
WC
781
Waterloo Capital
Texas
$240K +$3.67K +126 +1%
CCM
782
Canal Capital Management
Virginia
$240K +$1.1K +38 +0.4%
AA
783
Argent Advisors
Louisiana
$239K -$2.65K -91 -1%
VCA
784
Verdence Capital Advisors
Maryland
$239K -$9.83K -338 -4%
BCM
785
Birmingham Capital Management
Alabama
$238K – – –
VFM
786
Viking Fund Management
North Dakota
$238K – – –
LGT Group Foundation
787
LGT Group Foundation
Liechtenstein
$237K – – –
FAB
788
First American Bank
Illinois
$236K – – –
PFBT
789
Parkside Financial Bank & Trust
Missouri
$236K +$1.08K +37 +0.4%
SouthState Corp
790
SouthState Corp
Florida
$235K -$9.54K -328 -4%
IFWM
791
Institute for Wealth Management
Colorado
$234K -$8.87K -305 -3%
Smithfield Trust
792
Smithfield Trust
Pennsylvania
$234K +$75.8K +2,604 +42%
Daymark Wealth Partners
793
Daymark Wealth Partners
Ohio
$233K -$93.3K -3,206 -27%
PWA
794
Provenance Wealth Advisors
Florida
$233K -$2.91K -100 -1%
PTC
795
Petrus Trust Company
Texas
$232K +$255K +8,755 New
AWA
796
Arete Wealth Advisors
Illinois
$231K -$392K -13,485 -61%
SSG
797
Summit Securities Group
New York
$231K +$181K +6,206 +248%
SC
798
Schulhoff & Co
Ohio
$230K -$7.88K -271 -3%
TFG
799
Taylor Financial Group
Virginia
$227K +$72.7K +2,500 +41%
AIM
800
AMI Investment Management
Indiana
$225K +$247K +8,500 New