We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
401
Rowland Carmichael Advisors
Arizona
$300K
BWA
402
BDO Wealth Advisors
Florida
$297K +$5.07K +57 +2%
OQS
403
Occudo Quantitative Strategies
Florida
$294K +$279K +3,140 New
ADMI
404
Albert D. Mason Inc
Massachusetts
$284K -$1.25K -14 -0.5%
SVWAG
405
Sound View Wealth Advisors Group
Georgia
$273K -$1.16K -13 -0.4%
CNAM
406
Campbell Newman Asset Management
Wisconsin
$266K -$506K -5,687 -67%
JFGIW
407
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$266K +$253K +2,843 New
CIC
408
Crawford Investment Counsel
Georgia
$262K -$193K -2,170 -44%
JIC
409
Johnson Investment Counsel
Ohio
$260K -$197K -2,212 -44%
Rockefeller Capital Management
410
Rockefeller Capital Management
New York
$259K +$21.2K +238 +9%
LIA
411
LS Investment Advisors
Michigan
$257K -$21.6K -243 -8%
BSW
412
Buckingham Strategic Wealth
Missouri
$256K +$243K +2,739 New
NA
413
NewEdge Advisors
Louisiana
$255K -$45.9K -516 -16%
Mercer Global Advisors
414
Mercer Global Advisors
Colorado
$251K +$12.1K +136 +5%
IA
415
IFG Advisory
Georgia
$250K -$2.58K -29 -1%
MWM
416
Meridian Wealth Management
Kentucky
$246K +$234K +2,630 New
ICM
417
IMS Capital Management
Oregon
$243K +$231K +2,600 New
POIA
418
Pin Oak Investment Advisors
Texas
$242K
KAS
419
Kestra Advisory Services
Texas
$242K +$229K +2,573 New
DC
420
Davenport & Co
Virginia
$239K -$4.45K -50 -2%
NSIM
421
North Star Investment Management
Illinois
$238K +$2.04K +23 +0.9%
FC
422
FORA Capital
Florida
$238K +$140K +1,576 +163%
FNT
423
First Nebraska Trust
Nebraska
$237K
QCM
424
Quantinno Capital Management
New York
$237K
CCG
425
Cypress Capital Group
Florida
$235K +$3.56K +40 +2%