We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MHC
251
Meyer Handelman Company
New York
$1.04M -$62.6K -1,880 -6%
NW
252
NewEdge Wealth
Pennsylvania
$1.04M -$32.1K -963 -3%
LSV Asset Management
253
LSV Asset Management
Illinois
$992K
RIA
254
Regal Investment Advisors
Michigan
$970K +$115K +3,443 +14%
CGH
255
Crossmark Global Holdings
Texas
$967K +$11.6K +348 +1%
VAS
256
Vestmark Advisory Solutions
Massachusetts
$963K -$44.6K -1,339 -5%
ORC
257
O'Rourke & Company
Massachusetts
$961K +$36.8K +1,104 +4%
IF
258
Intrua Financial
Texas
$957K +$59.9K +1,799 +7%
GC
259
Guggenheim Capital
Illinois
$951K -$41.7K -1,251 -4%
KeyBank National Association
260
KeyBank National Association
Ohio
$941K -$97.5K -2,927 -10%
Lazard Asset Management
261
Lazard Asset Management
New York
$938K
ISL
262
Ingalls & Snyder LLC
New York
$935K -$535K -16,052 -38%
VT
263
Vise Technologies
New York
$922K +$132K +3,971 +18%
FWM
264
Focused Wealth Management
New York
$918K +$1.8K +54 +0.2%
SC
265
Saturna Capital
Washington
$912K -$5.71M -171,368 -87%
SWM
266
SeaCrest Wealth Management
New York
$912K -$52.9K -1,588 -6%
MA
267
Mutual Advisors
Nebraska
$907K +$24.2K +727 +3%
LFAS
268
Level Four Advisory Services
Texas
$889K +$370K +11,121 +78%
BL
269
Balentine LLC
Georgia
$876K +$236K +7,079 +40%
BCM
270
Bayesian Capital Management
New York
$855K -$899K -27,000 -53%
VCS
271
Vaughan & Co Securities
New Jersey
$845K +$801K +24,059 New
TI
272
Tidal Investments
Wisconsin
$843K +$58K +1,742 +8%
FCCM
273
First City Capital Management
Georgia
$836K -$58.5K -1,756 -7%
GLR
274
Great Lakes Retirement
Ohio
$831K +$781K +23,436 New
CW
275
Cook Wealth
North Carolina
$820K