We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
401
Archer Investment Corporation
Indiana
$606K – – –
FHA
402
Flagship Harbor Advisors
Massachusetts
$604K – – –
HI
403
Horizon Investments
North Carolina
$601K -$46.8K -288 -7%
FTDI
404
First Trust Direct Indexing
Massachusetts
$601K +$190K +1,168 +43%
JFGLC
405
Johnson Financial Group LLC (Colorado)
Colorado
$594K -$248K -1,525 -29%
EF
406
Empowered Funds
Pennsylvania
$594K +$260K +1,598 +72%
SW
407
SteelPeak Wealth
California
$575K +$85.4K +525 +17%
EWM
408
Empirical Wealth Management
Washington
$565K +$103K +633 +21%
WAS
409
WESPAC Advisors SoCal
California
$562K +$581K +3,575 New
RT
410
Rockland Trust
Massachusetts
$558K -$42.6K -262 -7%
PSP
411
Principal Street Partners
Tennessee
$556K +$69.4K +427 +14%
LWM
412
Loveless Wealth Management
Montana
$555K +$46.8K +288 +9%
MCA
413
Magnolia Capital Advisors
Mississippi
$550K -$71.1K -437 -11%
CCG
414
Cypress Capital Group
Florida
$550K +$1.95K +12 +0.3%
RB
415
Renasant Bank
Mississippi
$548K +$23.9K +147 +4%
PTC
416
Private Trust Company
Ohio
$547K +$290K +1,783 +103%
TI
417
Tidal Investments
Wisconsin
$542K +$127K +784 +29%
AC
418
Alexandria Capital
Virginia
$538K -$32.5K -200 -5%
IHL
419
Investment House LLC
California
$536K – – –
WAM
420
World Asset Management
Michigan
$528K -$49.4K -304 -8%
Northwestern Mutual Wealth Management
421
Northwestern Mutual Wealth Management
Wisconsin
$526K -$40K -246 -7%
GI
422
Gradient Investments
Minnesota
$519K -$120K -736 -18%
VWM
423
Vigilare Wealth Management
Arizona
$517K +$57.1K +351 +12%
SWP
424
Strategic Wealth Partners
Ohio
$517K +$540K +3,323 New
AIA
425
Arrow Investment Advisors
Maryland
$501K +$524K +3,223 New