We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FT
401
Fiduciary Trust
Massachusetts
$519K +$887 +25 +0.2%
T
402
TRUADVICE
Florida
$516K +$28.8K +812 +6%
WI
403
Wintrust Investments
Illinois
$515K -$22.6K -636 -4%
MCM
404
MAI Capital Management
Ohio
$512K -$17.6K -495 -3%
IBOK
405
Independence Bank of Kentucky
Kentucky
$512K -$226K -6,355 -31%
PFS
406
Prospera Financial Services
Texas
$511K +$10.1K +284 +2%
EI
407
Ellevest Inc
New York
$508K -$42.2K -1,190 -8%
NAS
408
Nicolet Advisory Services
Wisconsin
$506K +$161K +4,537 +48%
Vontobel Holding
409
Vontobel Holding
Switzerland
$506K -$90.7K -2,554 -15%
MCP
410
Mirador Capital Partners
California
$506K +$8.91K +251 +2%
CD
411
Chapin Davis
Maryland
$505K -$92.6K -2,610 -16%
CA
412
Continuum Advisory
Idaho
$504K +$493K +13,891 New
SW
413
SVB Wealth
Massachusetts
$502K +$28.6K +806 +6%
CG
414
Cutler Group
California
$500K +$69.9K +1,970 +17%
VFA
415
Valeo Financial Advisors
Indiana
$492K -$177K -4,999 -27%
LNC
416
Lincoln National Corp
Pennsylvania
$483K +$6.07K +171 +1%
AA
417
Ancora Advisors
Ohio
$482K +$22.5K +635 +5%
SMH
418
Sanders Morris Harris
Texas
$481K – – –
TCM
419
Triumph Capital Management
Colorado
$480K +$16.7K +470 +4%
FTDI
420
First Trust Direct Indexing
Massachusetts
$480K +$13.7K +387 +3%
SFS
421
Sowell Financial Services
Arkansas
$478K -$842K -23,725 -64%
IDBONY
422
Israel Discount Bank of New York
New York
$473K -$248 -7 -0.1%
AMIM
423
Aull & Monroe Investment Management
Alabama
$468K -$1.92K -54 -0.4%
JWS
424
Juncture Wealth Strategies
Arizona
$468K +$42.6K +1,200 +10%
PCIA
425
Prime Capital Investment Advisors
Kansas
$465K -$28K -789 -6%