We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
576
Modera Wealth Management
New Jersey
$910K -$1.96K -9 -0.2%
ISL
577
Ingalls & Snyder LLC
New York
$906K
AWE
578
Avidian Wealth Enterprises
Texas
$901K +$13.3K +61 +1%
FCB
579
First Command Bank
Texas
$890K
FCFS
580
First Command Financial Services
Texas
$890K
BIM
581
Bridges Investment Management
Nebraska
$890K +$160K +736 +22%
CW
582
CreativeOne Wealth
Kansas
$890K +$487K +2,235 +117%
HAG
583
HighPoint Advisor Group
Illinois
$884K +$873K +4,008 New
VCA
584
Verdence Capital Advisors
Maryland
$882K +$436 +2 +0%
BP
585
Ballentine Partners
Massachusetts
$878K +$442K +2,028 +99%
TCM
586
Twin Capital Management
Pennsylvania
$869K
NIM
587
NuWave Investment Management
New Jersey
$868K +$732K +3,360 +499%
FAM
588
Formidable Asset Management
Ohio
$864K
MAM
589
Marquette Asset Management
Minnesota
$861K -$654 -3 -0.1%
GFA
590
Gifford Fong Associates
California
$861K
PWS
591
Private Wealth Strategies
Ohio
$861K
HI
592
Horizon Investments
North Carolina
$858K -$130K -596 -13%
VFIC
593
Valley Forge Investment Consultants
Pennsylvania
$854K
TRIA
594
Trail Ridge Investment Advisors
Colorado
$844K
WA
595
WBH Advisory
Maryland
$844K +$3.49K +16 +0.4%
SF
596
Synovus Financial
Georgia
$843K +$386K +1,772 +83%
RIM
597
Redpoint Investment Management
Australia
$841K
EWM
598
Empirical Wealth Management
Washington
$840K -$1.2M -5,504 -59%
BS
599
Boenning & Scattergood
Pennsylvania
$839K
DT
600
Diversified Trust
Tennessee
$839K +$258K +1,185 +44%