We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
826
Benjamin Edwards Inc
Missouri
$32K +$34K +1,184 New
BAM
827
Barrett Asset Management
New York
$31K – – –
BWM
828
BerganKDV Wealth Management
Minnesota
$31K – – –
GRP
829
Global Retirement Partners
California
$31K +$2.18K +76 +7%
TFS
830
TrustCore Financial Services
Tennessee
$31K +$9.71K +338 +42%
CFA
831
Cahill Financial Advisors
Minnesota
$31K +$32.7K +1,137 New
CFO
832
CVA Family Office
Colorado
$30K -$26.4K -920 -37%
CTB
833
Country Trust Bank
Illinois
$30K -$1.84K -64 -5%
GWS
834
Glassman Wealth Services
Virginia
$30K +$2.62K +91 +9%
DAM
835
Delta Asset Management
Tennessee
$30K +$19.7K +686 +161%
CC
836
Corsicana & Co
Texas
$29K – – –
GI
837
Gradient Investments
Minnesota
$28K – – –
CWM
838
Cranbrook Wealth Management
Michigan
$27K – – –
LCM
839
Logan Capital Management
Pennsylvania
$27K – – –
SIC
840
Salem Investment Counselors
North Carolina
$27K – – –
SC
841
Sawyer & Company
Massachusetts
$27K – – –
ZB
842
Zions Bancorporation
Utah
$27K +$201 +7 +0.7%
FGAM
843
Financial Gravity Asset Management
Texas
$27K +$1.72K +60 +18%
ME
844
McIlrath & Eck
Washington
$26K – – –
RIM
845
Rockbridge Investment Management
New York
$26K – – –
SC
846
SouthState Corp
Florida
$26K +$27K +939 New
FNBOSM
847
First National Bank of South Miami
Florida
$25K – – –
SWM
848
Sugarloaf Wealth Management
Georgia
$25K – – –
WAS
849
Winch Advisory Services
Wisconsin
$25K +$172 +6 +0.7%
First Manhattan
850
First Manhattan
New York
$24K -$21.3K -740 -45%