We are live on ! Find out more
HPE icon

Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1151
Mather Group
Illinois
$167K +$13.1K +362 +11%
ITIM
1152
Indiana Trust & Investment Management
Indiana
$165K -$48.7K -1,349 -27%
OL
1153
OneFund LLC
Florida
$163K -$253 -7 -0.2%
GWM
1154
Geneos Wealth Management
Colorado
$159K +$42.3K +1,172 +50%
IUHSA
1155
Itau Unibanco Holding S.A.
Brazil
$155K -$78K -2,161 -39%
FMII
1156
Farmers & Merchants Investments Inc
Nebraska
$151K – – –
SN
1157
Sittner & Nelson
Oregon
$148K – – –
IA
1158
IFP Advisors
Florida
$147K -$54K -1,495 -31%
CYG
1159
Clean Yield Group
Vermont
$144K – – –
WB
1160
Webster Bank
Connecticut
$144K – – –
QC
1161
Quent Capital
New York
$142K +$22.1K +611 +24%
IFWM
1162
Institute for Wealth Management
Colorado
$139K +$111K +3,084 New
BHWM
1163
Beaird Harris Wealth Management
Texas
$139K +$98.5K +2,727 +790%
FCAS
1164
First Command Advisory Services
Texas
$136K +$83.9K +2,323 +336%
QL
1165
Quarry LP
New York
$136K +$72.9K +2,019 +204%
TSMHT
1166
Thurston Springer Miller Herd & Titak
Indiana
$134K -$142K -3,923 -57%
FFO
1167
Fortitude Family Office
Arizona
$129K +$83.6K +2,315 +419%
PCFFS
1168
Pacific Center for Financial Services
California
$126K – – –
PWA
1169
Physician Wealth Advisors
Utah
$125K +$3.25K +90 +3%
CIA
1170
Cape Investment Advisory
Georgia
$123K +$98.3K +2,723 New
ZBNA
1171
Zions Bancorporation, National Association
Utah
$121K -$7.55K -209 -7%
SC
1172
SouthState Corp
Florida
$121K +$1.08K +30 +1%
CCWM
1173
Cassaday & Co Wealth Management
Virginia
$120K – – –
AIM
1174
Acropolis Investment Management
Missouri
$116K +$93K +2,575 New
DT
1175
DV Trading
Illinois
$113K +$91.9K +2,546 New
45 46
47
48 49