We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
601
OneDigital Investment Advisors
Kansas
$500K +$125K +706 +31%
NFG
602
Next Financial Group
Texas
$498K -$59.7K -338 -10%
FG
603
Foster Group
Iowa
$497K
SA
604
SL Advisors
New Jersey
$493K -$6.71K -38 -1%
SP
605
Symmetry Partners
Connecticut
$493K
VAS
606
Vestmark Advisory Solutions
Massachusetts
$493K +$85.7K +485 +20%
HJGA
607
Hardman Johnston Global Advisors
Connecticut
$491K
GT
608
Glenview Trust
Kentucky
$483K
HH
609
Hilltop Holdings
Texas
$480K +$67.3K +381 +15%
ECM
610
Everence Capital Management
Indiana
$479K
WSTAM
611
Wilbanks Smith & Thomas Asset Management
Virginia
$474K -$24.6K -139 -5%
PA
612
Pinnacle Associates
New York
$474K -$22.1K -125 -4%
BFM
613
Boston Financial Management
Massachusetts
$471K -$55.7K -315 -10%
TCOV
614
Trust Company of Vermont
Vermont
$469K -$4.06K -23 -0.8%
FMB
615
Field & Main Bank
Kentucky
$467K -$11.5K -65 -2%
FAT
616
First American Trust
California
$467K
EWM
617
Empirical Wealth Management
Washington
$463K -$7.07K -40 -1%
CFGS
618
Concourse Financial Group Securities
Alabama
$461K +$127K +716 +36%
SC
619
Sepio Capital
Utah
$459K +$5.65K +32 +1%
NHC
620
Nicholas Hoffman & Company
Georgia
$457K -$71.2K -403 -13%
FHA
621
Flagship Harbor Advisors
Massachusetts
$456K
FBB
622
Fulton Breakefield Broenniman
Maryland
$455K -$57.4K -325 -11%
AW
623
ACG Wealth
Georgia
$450K +$469K +2,657 New
UF
624
Univest Financial
Pennsylvania
$445K
AM
625
Atwater Malick
Pennsylvania
$445K +$465K +2,632 New