We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
401
Mattern Wealth Management
Kansas
$567K
NMIMC
402
Northwestern Mutual Investment Management Company
Wisconsin
$565K -$44K -104 -7%
PAG
403
Private Advisor Group
New Jersey
$561K -$344K -813 -37%
HI
404
Horizon Investments
North Carolina
$560K +$308K +727 +108%
UB
405
UMB Bank
Missouri
$555K -$1.87M -4,418 -76%
MML Investors Services
406
MML Investors Services
Massachusetts
$545K -$130K -306 -18%
KRSITF
407
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$545K +$27.9K +66 +5%
LA
408
Legacy Advisors
Pennsylvania
$543K +$141K +334 +33%
GFS
409
GYL Financial Synergies
Connecticut
$541K -$25.4K -60 -4%
STC
410
Sarah T. Connolly
$532K -$25.4K -60 -4%
AWM
411
Avior Wealth Management
Nebraska
$532K
MPPW
412
Mitchell & Pahl Private Wealth
Oklahoma
$532K +$38.1K +90 +7%
DA
413
DCM Advisors
New York
$524K +$199K +470 +56%
QPW
414
Quantum Private Wealth
Florida
$512K
TFA
415
Transamerica Financial Advisors
Florida
$512K +$235K +556 +77%
YIH
416
Y-Intercept (HK)
Hong Kong
$512K +$541K +1,279 New
DWA
417
Douglass Winthrop Advisors
New York
$510K
HWMG
418
Hurlow Wealth Management Group
Indiana
$509K -$14.8K -35 -3%
KPWS
419
Kestra Private Wealth Services
Texas
$506K +$16.9K +40 +3%
BL
420
Balentine LLC
Georgia
$497K -$117K -276 -18%
CW
421
CreativeOne Wealth
Kansas
$497K +$526K +1,242 New
CAN
422
Cetera Advisor Networks
California
$495K +$156K +368 +42%
MFA
423
Mayflower Financial Advisors
Massachusetts
$487K
LNC
424
Lincoln National Corp
Pennsylvania
$482K -$3.39K -8 -0.7%
SIA
425
SkyView Investment Advisors
New Jersey
$480K +$80K +189 +19%