We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
351
National Wealth Management Group
Ohio
$329K +$352K +5,488 New
BFS
352
Bradley Foster & Sargent
Connecticut
$329K – – –
LWAC
353
Laurel Wealth Advisors (California)
California
$326K -$1.09K -17 -0.3%
SWM
354
Stockman Wealth Management
Montana
$325K -$22.5K -350 -6%
FC
355
FORA Capital
Florida
$324K -$30.9K -482 -8%
SWA
356
Sutton Wealth Advisors
Florida
$322K +$1.09K +17 +0.3%
FBT
357
First Bankers Trust
Kentucky
$318K -$96.3K -1,500 -22%
EVM
358
Evelyn V. Moreno
$311K +$15.6K +243 +5%
Man Group
359
Man Group
United Kingdom
$307K +$328K +5,116 New
SFO
360
Standard Family Office
South Dakota
$303K +$324K +5,050 New
LNWWM
361
Laird Norton Wetherby Wealth Management
California
$302K +$3.59K +56 +1%
DADC
362
D.A. Davidson & Co
Montana
$299K -$35.9K -559 -10%
VNA
363
Valley National Advisers
Pennsylvania
$298K -$10.7K -166 -3%
HPC
364
HM Payson & Co
Maine
$285K – – –
MIM
365
Marco Investment Management
Georgia
$282K -$12.8K -200 -4%
OSAM
366
O'Shaughnessy Asset Management
Connecticut
$282K +$302K +4,699 New
BFM
367
Boothbay Fund Management
New York
$282K +$302K +4,711 New
CFB
368
Cullen/Frost Bankers
Texas
$281K – – –
MGIA
369
Moneta Group Investment Advisors
Missouri
$279K -$37.3K -581 -11%
SHFA
370
SS&H Financial Advisors
Michigan
$271K -$59.9K -933 -17%
OAM
371
Oppenheimer Asset Management
New York
$271K -$9.69K -151 -3%
Brown Advisory
372
Brown Advisory
Maryland
$271K +$51K +795 +21%
FL
373
Fort LP
Maryland
$269K -$300K -4,675 -51%
PHAM
374
Palisades Hudson Asset Management
Florida
$265K – – –
DP
375
Dundas Partners
United Kingdom
$261K – – –