We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WDC
451
Woodward Diversified Capital
California
$259K -$18.4K -307 -7%
FC
452
FORA Capital
Florida
$258K -$98.8K -1,645 -29%
GMA
453
Glassy Mountain Advisors
Maryland
$258K +$247K +4,105 New
UCMOK
454
United Capital Management of KS
Kansas
$257K +$781 +13 +0.3%
DADC
455
D.A. Davidson & Co
Montana
$255K -$4.26K -71 -2%
MG
456
Mather Group
Illinois
$246K +$14.8K +247 +7%
TYCC
457
Texas Yale Capital Corp
Florida
$245K – – –
SP
458
Symmetry Partners
Connecticut
$244K – – –
VAM
459
Verity Asset Management
North Carolina
$244K +$233K +3,872 New
MIS
460
Morningstar Investment Services
Illinois
$243K +$3.36K +56 +1%
ACA
461
Aptus Capital Advisors
Alabama
$241K +$1.08K +18 +0.5%
CAM
462
Cresset Asset Management
Illinois
$241K -$18.7K -312 -8%
WPC
463
Waters Parkerson & Co
Louisiana
$241K – – –
MCP
464
Mirador Capital Partners
California
$241K -$6.97K -116 -3%
MW
465
Marcum Wealth
Ohio
$239K +$15.3K +254 +7%
EH
466
Equitable Holdings
New York
$238K +$228K +3,789 New
FNA
467
First National Advisers
Nebraska
$237K +$226K +3,761 New
SIS
468
Sound Income Strategies
Florida
$234K – – –
MAM
469
Meeder Asset Management
Ohio
$234K -$129K -2,142 -37%
SVWAG
470
Sound View Wealth Advisors Group
Georgia
$231K +$266K +4,427 New
WHG
471
Westwood Holdings Group
Texas
$230K +$220K +3,656 New
BMSSC
472
B. Metzler seel. Sohn & Co
Germany
$229K – – –
KCPG
473
Kavar Capital Partners Group
Kansas
$227K +$216K +3,603 New
AO
474
Advisor OS
Illinois
$226K +$215K +3,585 New
CCM
475
Coldstream Capital Management
Washington
$220K +$210K +3,503 New