We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
551
Boston Family Office
Massachusetts
$316K – – –
Advisory Alpha
552
Advisory Alpha
Michigan
$316K -$6.04K -104 -2%
Hills Bank & Trust
553
Hills Bank & Trust
Iowa
$315K -$17.5K -301 -5%
MNBTD
554
Moody National Bank Trust Division
Texas
$313K +$6.27K +108 +2%
Atria Wealth Solutions
555
Atria Wealth Solutions
New York
$312K -$30.5K -525 -9%
RFN
556
RDA Financial Network
Iowa
$311K +$10.6K +183 +3%
Pinnacle Financial Partners (Tennessee)
557
Pinnacle Financial Partners (Tennessee)
Tennessee
$310K – – –
VCM
558
Virtue Capital Management
Tennessee
$310K +$20.3K +349 +7%
Brown Brothers Harriman & Co
559
Brown Brothers Harriman & Co
New York
$307K +$1.33K +23 +0.4%
MCM
560
McRae Capital Management
New Jersey
$306K -$7.72K -133 -2%
CSC
561
Caldwell Sutter Capital
California
$303K – – –
SignatureFD
562
SignatureFD
Georgia
$302K -$3.08K -53 -1%
Bleakley Financial Group
563
Bleakley Financial Group
New Jersey
$300K -$9.64K -166 -3%
Simplicity Wealth
564
Simplicity Wealth
New Jersey
$300K -$7.08K -122 -2%
SP
565
Symmetry Partners
Connecticut
$298K – – –
Farther Finance Advisors
566
Farther Finance Advisors
California
$295K +$210K +3,615 +200%
Brighton Jones LLC
567
Brighton Jones LLC
Washington
$294K +$19K +328 +7%
iA Global Asset Management
568
iA Global Asset Management
Quebec, Canada
$291K +$302K +5,203 New
Valeo Financial Advisors
569
Valeo Financial Advisors
Indiana
$290K +$3.48K +60 +1%
HFM
570
Hartford Financial Management
Connecticut
$289K -$34.4K -592 -10%
CCA
571
Checchi Capital Advisers
California
$285K – – –
SFI
572
Siemens Fonds Invest
Germany
$282K +$294K +5,059 New
AIIMS
573
Analyst IMS Investment Management Services
Israel
$282K – – –
Ameritas Investment Partners
574
Ameritas Investment Partners
Nebraska
$281K -$4.41K -76 -1%
Private Advisor Group
575
Private Advisor Group
New Jersey
$279K +$1.33K +23 +0.5%