We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
551
Everence Capital Management
Indiana
$610K +$580K +8,040 New
BOS
552
Bank of Stockton
California
$610K +$3.25K +45 +0.6%
OAM
553
Oppenheimer Asset Management
New York
$607K +$149K +2,068 +35%
FHA
554
Flagship Harbor Advisors
Massachusetts
$603K -$84.7K -1,173 -13%
TWM
555
Thrive Wealth Management
Pennsylvania
$603K -$20.4K -283 -3%
HI
556
Hudock Inc
Pennsylvania
$602K +$650 +9 +0.1%
BO
557
Bank OZK
Arkansas
$601K – – –
CWA
558
Centennial Wealth Advisory
Michigan
$595K -$3.83K -53 -0.7%
MFG
559
Merit Financial Group
Georgia
$594K +$282K +3,911 +100%
TT
560
TI-Trust
Illinois
$591K – – –
OFS
561
OneAscent Financial Services
Alabama
$585K +$557K +7,716 New
TI
562
Tidal Investments
Wisconsin
$584K -$794K -11,003 -59%
HSA
563
HBK Sorce Advisory
Pennsylvania
$583K -$31.4K -435 -5%
TA
564
Tectonic Advisors
Texas
$581K -$146K -2,023 -21%
SWMP
565
Signature Wealth Management Partners
New Jersey
$570K – – –
CWS
566
Cypress Wealth Services
California
$563K -$6.64K -92 -1%
DB
567
Danske Bank
Denmark
$563K +$245K +3,400 +84%
MW
568
Marcum Wealth
Ohio
$563K -$35K -485 -6%
MYAM
569
Meiji Yasuda Asset Management
Japan
$562K -$10.1K -140 -2%
CIA
570
Cohen Investment Advisors
New Hampshire
$557K -$2.38K -33 -0.4%
ACM
571
AlphaStar Capital Management
North Carolina
$549K +$155K +2,150 +42%
STA
572
Summit Trail Advisors
New York
$543K +$206K +2,854 +66%
SFS
573
Stiles Financial Services
Minnesota
$542K +$2.24K +31 +0.4%
CIA
574
Capital Investment Advisors
Georgia
$538K +$7.22K +100 +1%
KP
575
Keel Point
Alabama
$535K +$52.3K +725 +11%