We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
451
Investment Advisory Services
Texas
$686K
CPO
452
Cerity Partners OCIO
New York
$683K +$2.33K +79 +0.3%
FTDI
453
First Trust Direct Indexing
Massachusetts
$675K +$662K +22,429 New
BOH
454
Bank of Hawaii
Hawaii
$669K +$3.39K +115 +0.5%
WANY
455
Wealthspire Advisors (New York)
New York
$663K +$348K +11,796 +115%
CIBC Private Wealth Group
456
CIBC Private Wealth Group
Georgia
$655K -$5.37M -182,125 -89%
MSRPS
457
Maryland State Retirement & Pension System
Maryland
$655K +$653K +22,114 New
WCA
458
Westover Capital Advisors
Delaware
$654K -$11.2K -380 -2%
FWCM
459
Ferguson Wellman Capital Management
Oregon
$651K -$4.96K -168 -0.8%
IC
460
Intersect Capital
California
$646K +$1.42K +48 +0.2%
BBA
461
BLB&B Advisors
Pennsylvania
$646K +$161K +5,452 +34%
MFGM
462
Marshall Financial Group (Maryland)
Maryland
$645K +$632K +21,430 New
PA
463
Pinnacle Associates
New York
$644K -$215K -7,292 -25%
GWM
464
Geneos Wealth Management
Colorado
$642K +$36.4K +1,235 +6%
BOPW
465
Brandywine Oak Private Wealth
Pennsylvania
$635K +$2.77K +94 +0.4%
USGIU
466
U.S. Global Investors (USGI)
Texas
$633K +$621K +21,030 New
CAM
467
Costello Asset Management
Pennsylvania
$627K +$76.2K +2,581 +14%
LS
468
Livforsakringsbolaget Skandia
Sweden
$626K +$190K +6,449 +45%
AT
469
Arden Trust
Delaware
$618K -$207 -7 -0%
CA
470
Cornerstone Advisory
Maryland
$617K +$74.2K +2,515 +14%
AWA
471
AmeriServ Wealth Advisors
Pennsylvania
$609K +$596K +20,210 New
LNWWM
472
Laird Norton Wetherby Wealth Management
California
$602K -$207 -7 -0%
AAS
473
Avantax Advisory Services
Texas
$596K -$739K -25,035 -56%
Carson Wealth (CWM LLC)
474
Carson Wealth (CWM LLC)
Nebraska
$594K
IRC
475
Investors Research Corp
Georgia
$589K -$12.4K -420 -2%