We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
401
United Capital Financial Advisors
Texas
$288K -$21.8K -335 -7%
CA
402
Calton & Associates
Florida
$288K +$2.73K +42 +1%
WDC
403
Woodward Diversified Capital
California
$287K +$272K +4,180 New
ACP
404
Ashfield Capital Partners
California
$286K -$58.5K -900 -18%
DFCM
405
Dark Forest Capital Management
Puerto Rico
$285K -$408K -6,275 -60%
EW
406
Evoke Wealth
California
$284K +$2.6K +40 +1%
GMA
407
Glassy Mountain Advisors
Maryland
$282K +$267K +4,105 New
MPWT
408
MassMutual Private Wealth & Trust
Connecticut
$276K -$8K -123 -3%
AIM
409
Anchor Investment Management
South Carolina
$274K
DADC
410
D.A. Davidson & Co
Montana
$272K +$8.58K +132 +3%
CWM
411
Cornerstone Wealth Management
Missouri
$271K -$6.11K -94 -2%
EH
412
Equitable Holdings
New York
$271K +$257K +3,949 New
IWM
413
IHT Wealth Management
Illinois
$269K +$195 +3 +0.1%
TYCC
414
Texas Yale Capital Corp
Florida
$267K
SP
415
Symmetry Partners
Connecticut
$266K -$70.5K -1,085 -22%
WPC
416
Waters Parkerson & Co
Louisiana
$263K
IRF
417
IBM Retirement Fund
New York
$261K -$182K -2,794 -42%
HNB
418
Huntington National Bank
Ohio
$260K +$65 +1 +0%
Cetera Investment Advisers
419
Cetera Investment Advisers
Illinois
$260K +$5.59K +86 +2%
IAA
420
Independent Advisor Alliance
North Carolina
$259K -$14.6K -225 -6%
Federated Hermes
421
Federated Hermes
Pennsylvania
$258K -$2.47K -38 -1%
RCM
422
Raleigh Capital Management
North Carolina
$256K +$243K +3,735 New
QI
423
Qtron Investments
Massachusetts
$253K -$248K -3,812 -51%
SIS
424
Sound Income Strategies
Florida
$252K
BMSSC
425
B. Metzler seel. Sohn & Co
Germany
$249K +$237K +3,644 New