We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
326
Argent Trust Co
Tennessee
$109K
TFS
327
Thoroughbred Financial Services
Tennessee
$108K +$110K +13,102 New
EWM
328
Endowment Wealth Management
Wisconsin
$106K +$9.7K +1,161 +10%
MFIM
329
Mesirow Financial Investment Management
Illinois
$105K -$35.4K -4,237 -25%
MIS
330
Morningstar Investment Services
Illinois
$104K +$2.14K +256 +2%
AAM
331
Aureus Asset Management
Massachusetts
$104K
SW
332
SVB Wealth
Massachusetts
$104K -$18.3K -2,190 -15%
KPWS
333
Kestra Private Wealth Services
Texas
$103K -$41.2K -4,934 -28%
FDCDDQ
334
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102K -$4.76K -570 -4%
VC
335
Vicus Capital
Pennsylvania
$99.3K +$100K +12,017 New
Lazard Asset Management
336
Lazard Asset Management
New York
$99K -$627 -75 -0.6%
WIS
337
Wright Investors Service
Connecticut
$97.5K
BSW
338
Buckingham Strategic Wealth
Missouri
$95.7K +$6.67K +798 +7%
CB
339
Commerce Bank
Missouri
$95.4K -$36.6K -4,385 -28%
SC
340
Saturna Capital
Washington
$95K
BW
341
Bison Wealth
Georgia
$94.5K
SCP
342
Sivia Capital Partners
California
$94.3K +$334 +40 +0.4%
EM
343
Excalibur Management
Massachusetts
$91K -$209 -25 -0.2%
IA
344
IFP Advisors
Florida
$90.9K +$12.1K +1,449 +15%
HW
345
Hancock Whitney
Mississippi
$90.7K -$7.22K -864 -7%
EC
346
EntryPoint Capital
New York
$87.3K +$41.7K +4,991 +90%
HFP
347
Holistic Financial Partners
Indiana
$86.5K -$12.2K -1,465 -12%
DAS
348
Dynamic Advisor Solutions
Arizona
$85.7K +$86.7K +10,377 New
HWM
349
HB Wealth Management
Georgia
$84.8K
SWP
350
Strategic Wealth Partners
Ohio
$84.3K +$85.3K +10,211 New