We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
YIH
426
Y-Intercept (HK)
Hong Kong
$656K +$620K +74,027 New
DT
427
Diversified Trust
Tennessee
$655K -$35.6K -4,248 -5%
VI
428
Vestcor Inc
New Brunswick, Canada
$654K -$55.3K -6,609 -8%
SP
429
Symmetry Partners
Connecticut
$639K
SCA
430
Snowden Capital Advisors
New York
$635K +$13.2K +1,573 +2%
Lido Advisors
431
Lido Advisors
California
$635K -$1.88M -224,598 -76%
SCM
432
Stevens Capital Management
Pennsylvania
$634K +$604K +72,080 New
KeyBank National Association
433
KeyBank National Association
Ohio
$633K +$237K +28,344 +65%
UR
434
USCA RIA
Texas
$629K -$288K -34,355 -32%
HCM
435
Hollencrest Capital Management
California
$629K -$264K -31,540 -31%
FMWA
436
Forvis Mazars Wealth Advisors
Missouri
$629K +$73.1K +8,736 +14%
IA
437
IFP Advisors
Florida
$625K -$56.7K -6,770 -9%
PFS
438
Prospera Financial Services
Texas
$625K +$187K +22,306 +46%
PGAM
439
Princeton Global Asset Management
New Jersey
$625K +$596K +71,160 New
FAB
440
First American Bank
Illinois
$620K
ISWM
441
Independent Solutions Wealth Management
New York
$614K +$92.7K +11,076 +19%
PM
442
Parametrica Management
Hong Kong
$614K +$304K +36,293 +108%
PGFC
443
Peapack-Gladstone Financial Corp
New Jersey
$612K +$105K +12,566 +22%
EH
444
Equitable Holdings
New York
$611K -$31K -3,707 -5%
ASN
445
Advisory Services Network
Georgia
$609K -$762 -91 -0.1%
BOH
446
Bank of Hawaii
Hawaii
$607K +$70K +8,357 +14%
WS
447
Wedbush Securities
California
$603K -$65K -7,758 -10%
WCA
448
Windsor Creek Advisors
Vermont
$602K -$285K -34,000 -33%
SB
449
Simmons Bank
Arkansas
$602K -$43.1K -5,146 -7%
AMIM
450
Aull & Monroe Investment Management
Alabama
$598K -$87.1K -10,400 -13%