We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TPBG
401
Turning Point Benefit Group
Maryland
$663K +$33.1K +493 +5%
SF
402
Synovus Financial
Georgia
$655K +$17.7K +264 +3%
EWA
403
EP Wealth Advisors
California
$651K +$118K +1,750 +23%
AF
404
Allworth Financial
California
$650K +$98.1K +1,460 +18%
AM
405
AGF Management
Ontario, Canada
$648K -$9.74K -145 -2%
CWMK
406
Caliber Wealth Management (Kansas)
Kansas
$646K +$197K +2,931 +45%
UCFA
407
United Capital Financial Advisors
Texas
$638K +$75.5K +1,123 +14%
CGH
408
Crossmark Global Holdings
Texas
$638K -$30.8K -458 -5%
JIC
409
Johnson Investment Counsel
Ohio
$632K
ECM
410
Evergreen Capital Management
Washington
$625K +$30.9K +460 +5%
FCIM
411
Fairview Capital Investment Management
California
$620K
IWM
412
Iams Wealth Management
Nebraska
$619K -$70.7K -1,052 -10%
PA
413
Parallel Advisors
California
$618K -$25.3K -377 -4%
IAA
414
Independent Advisor Alliance
North Carolina
$617K -$85.2K -1,268 -12%
HWM
415
HB Wealth Management
Georgia
$614K +$9.48K +141 +2%
FNBT
416
FineMark National Bank & Trust
Florida
$609K -$470 -7 -0.1%
William Blair & Company
417
William Blair & Company
Illinois
$608K -$7.86K -117 -1%
AF
418
Apexium Financial
Texas
$602K
SC
419
Steph & Co
Wisconsin
$595K -$6.52K -97 -1%
HBT
420
Heartland Bank & Trust
Illinois
$590K -$16.9K -252 -3%
NEI
421
Northwest & Ethical Investments
Ontario, Canada
$588K
VEA
422
Virtus ETF Advisers
New York
$588K
ACA
423
Aptus Capital Advisors
Alabama
$587K +$573K +8,521 New
BRWA
424
B. Riley Wealth Advisors
Florida
$584K +$570K +8,478 New
AI
425
Atria Investments
North Carolina
$584K -$1.61K -24 -0.3%