We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
1026
Federation des caisses Desjardins du Quebec
Quebec, Canada
$246K -$50.2K -267 -16%
CB
1027
Community Bank
New York
$244K
KFI
1028
Key Financial Inc
Pennsylvania
$244K +$114K +605 +78%
LNC
1029
Lincoln National Corp
Pennsylvania
$242K +$28.2K +150 +12%
MCM
1030
Monarch Capital Management
Indiana
$241K
CPIG
1031
Chicago Partners Investment Group
Illinois
$240K -$16.7K -89 -5%
MPW
1032
Monterey Private Wealth
California
$240K -$7.7K -41 -3%
CCM
1033
Carlson Capital Management
Minnesota
$239K +$13K +69 +5%
CWP
1034
CFM Wealth Partners
Texas
$239K +$65.9K +351 +35%
ST
1035
Smithfield Trust
Pennsylvania
$238K
GA
1036
Geller Advisors
New York
$238K +$27.8K +148 +12%
OIA
1037
OneDigital Investment Advisors
Kansas
$237K -$274K -1,461 -52%
BDF
1038
Balasa Dinverno & Foltz
$237K -$10.1K -54 -4%
LPIC
1039
LeJeune Puetz Investment Counsel
Michigan
$237K
NI
1040
Nuance Investments
Missouri
$235K +$250K +1,331 New
SICM
1041
Sustainable Insight Capital Management
New York
$233K -$73.6K -392 -23%
MFG
1042
Merit Financial Group
Georgia
$233K
LWP
1043
Lumature Wealth Partners
Georgia
$233K +$5.26K +28 +2%
HC
1044
Hamilton Capital
Ohio
$233K +$47.1K +251 +24%
FWCM
1045
Ferguson Wellman Capital Management
Oregon
$232K +$15.4K +82 +7%
EWM
1046
Evermay Wealth Management
Virginia
$230K -$4.7K -25 -2%
KFGK
1047
Keystone Financial Group (Kentucky)
Kentucky
$230K +$69.5K +370 +40%
AL
1048
ADE LLC
Maryland
$229K
RE
1049
RBC Europe
United Kingdom
$229K +$42.3K +225 +21%
AF
1050
Affiance Financial
Minnesota
$228K -$55.4K -295 -19%