We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SB
401
Simmons Bank
Arkansas
$963K -$85.1K -2,154 -9%
ADL
402
Asset Dedication LLC
California
$954K +$133K +3,365 +18%
BF
403
BOK Financial
Oklahoma
$947K -$32.3K -817 -4%
MNBTD
404
Moody National Bank Trust Division
Texas
$944K +$32.6K +826 +4%
SPC
405
Sigma Planning Corp
Michigan
$944K +$11.1K +281 +1%
SA
406
Shilanski & Associates
Alaska
$943K +$862K +21,814 New
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$942K -$65.5K -1,659 -7%
HW
408
Hancock Whitney
Mississippi
$937K -$5.5M -139,102 -87%
PAS
409
Park Avenue Securities
New York
$934K +$366K +9,273 +75%
VAS
410
Vestmark Advisory Solutions
Massachusetts
$919K +$61.9K +1,567 +8%
VFM
411
Viking Fund Management
North Dakota
$908K
AAM
412
Advisors Asset Management
Colorado
$902K +$152K +3,845 +23%
RJT
413
Raymond James Trust
Florida
$891K +$219K +5,549 +37%
HFM
414
Hartford Financial Management
Connecticut
$886K
GT
415
Greenleaf Trust
Michigan
$886K +$46.9K +1,187 +6%
Credit Agricole
416
Credit Agricole
France
$877K +$291K +7,357 +57%
IC
417
IEQ Capital
California
$876K -$37.3K -944 -4%
WFC
418
Western Financial Corp
California
$875K -$90.8K -2,297 -10%
CA
419
Cetera Advisors
Colorado
$875K -$1.05M -26,494 -57%
BFM
420
Boston Financial Management
Massachusetts
$874K +$58.2K +1,472 +8%
WAP
421
Wealthcare Advisory Partners
Pennsylvania
$862K +$52.5K +1,330 +7%
BPC
422
Banque Pictet & Cie
Switzerland
$851K -$548K -13,863 -41%
SLI
423
Sumitomo Life Insurance
Japan
$845K -$6.44K -163 -0.8%
Bessemer Group
424
Bessemer Group
New Jersey
$841K +$126K +3,181 +20%
KF
425
Krilogy Financial
Missouri
$840K