We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
626
Lincoln National Corp
Pennsylvania
$373K +$43K +1,431 +13%
CFGS
627
Concourse Financial Group Securities
Alabama
$373K +$257K +8,565 +240%
LWM
628
Lyell Wealth Management
California
$373K -$283K -9,421 -44%
MLA
629
My Legacy Advisors
Oregon
$372K +$333K +11,080 New
IUHSA
630
Itau Unibanco Holding S.A.
Brazil
$372K +$192K +6,391 +112%
HI
631
Horizon Investments
North Carolina
$369K +$11.4K +379 +3%
CL
632
CSS LLC
Illinois
$369K -$461K -15,343 -56%
CCM
633
Chilton Capital Management
Texas
$368K – – –
AAM
634
Auxier Asset Management
Oregon
$368K +$42K +1,400 +13%
Luther King Capital Management (LKCM)
635
Luther King Capital Management (LKCM)
Texas
$366K +$11K +368 +3%
IPW
636
Impact Partnership Wealth
Georgia
$364K +$356K +11,865 New
SFA
637
Sequoia Financial Advisors
Ohio
$363K +$60.1K +2,001 +20%
HCA
638
Harbor Capital Advisors
Illinois
$363K – – –
DADC
639
D.A. Davidson & Co
Montana
$362K +$28.5K +950 +9%
SWP
640
Stratos Wealth Partners
Ohio
$357K +$45.1K +1,503 +15%
RCM
641
RB Capital Management
Nevada
$354K -$21.2K -707 -6%
HSA
642
HBK Sorce Advisory
Pennsylvania
$354K +$82K +2,733 +31%
LWCFA
643
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$352K -$2.1K -70 -0.6%
PWM
644
Perigon Wealth Management
California
$351K +$37.1K +1,236 +12%
CCA
645
Checchi Capital Advisers
California
$349K +$12.6K +420 +4%
IWC
646
Integrated Wealth Concepts
Massachusetts
$347K +$57.2K +1,904 +20%
AMG
647
Asset Management Group
Connecticut
$347K +$3.03K +101 +0.9%
FMAEN1
648
Fund Management at Engine No 1
California
$346K +$24K +800 +8%
MMPW
649
Mitchell McLeod Pugh & Williams
Alabama
$346K -$2.4K -80 -0.7%
CP
650
Capital Planning
Washington
$346K – – –