We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
276
Pinnacle Financial Partners (Tennessee)
Tennessee
$121K -$3.62K -435 -3%
FHA
277
First Horizon Advisors
Tennessee
$121K +$42K +5,038 +53%
SW
278
SVB Wealth
Massachusetts
$120K -$15.7K -1,890 -12%
FHA
279
Flagship Harbor Advisors
Massachusetts
$120K -$966 -116 -0.8%
WAG
280
Wallace Advisory Group
California
$119K +$2.29K +275 +2%
SMA
281
Seven Mile Advisory
New Jersey
$119K +$18.3K +2,200 +18%
LFA
282
Legacy Financial Advisors
Kentucky
$117K +$16.3K +1,962 +16%
BPA
283
Beacon Pointe Advisors
California
$116K +$3.41K +410 +3%
LCM
284
Logan Capital Management
Pennsylvania
$116K
EWA
285
EverSource Wealth Advisors
Alabama
$115K +$2.75K +330 +2%
SRC
286
Sage Rhino Capital
California
$114K +$7.39K +887 +7%
SMA
287
Sage Mountain Advisors
Georgia
$113K +$113K +13,568 New
BW
288
Bison Wealth
Georgia
$113K
ABLA
289
Alan B. Lancz & Associates
Ohio
$113K -$2.5K -300 -2%
SEC
290
Seven Eight Capital
New York
$110K +$26.8K +3,218 +32%
KA
291
Kovack Advisors
Florida
$109K -$941 -113 -0.9%
AMCA
292
Arthur M. Cohen & Associates
Illinois
$108K
WIS
293
Wright Investors Service
Connecticut
$107K +$15K +1,803 +16%
BSW
294
Buckingham Strategic Wealth
Missouri
$106K +$3.89K +467 +4%
BA
295
Ballew Advisors
Mississippi
$105K
CCM
296
Coldstream Capital Management
Washington
$105K +$9.74K +1,170 +10%
AAM
297
Aureus Asset Management
Massachusetts
$104K +$104K +12,531 New
ONB
298
Old National Bancorp
Indiana
$104K -$5.56K -668 -5%
BFG
299
Bleakley Financial Group
New Jersey
$104K -$21.7K -2,607 -17%
SS
300
Simplicity Solutions
Minnesota
$104K -$21.7K -2,607 -17%