We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
651
Forvis Mazars Wealth Advisors
Missouri
$774K
FFM
652
Forum Financial Management
Illinois
$774K +$78.5K +438 +11%
GAA
653
Guardian Asset Advisors
Pennsylvania
$766K -$786K -4,382 -49%
UF
654
Univest Financial
Pennsylvania
$762K +$12.2K +68 +2%
BOTPPF
655
Board of the Pension Protection Fund
United Kingdom
$762K +$807K +4,500 New
AC
656
Allstate Corporation
Illinois
$757K +$802K +4,471 New
ACM
657
Advisors Capital Management
New Jersey
$753K -$199K -1,111 -20%
ClearBridge Investments
658
ClearBridge Investments
New York
$752K -$179K -1,000 -18%
JFG
659
Jefferies Financial Group
New York
$750K -$3.96M -22,074 -83%
DWT
660
Dorsey & Whitney Trust
South Dakota
$747K +$8.79K +49 +1%
SAMT
661
Select Asset Management & Trust
Pennsylvania
$746K +$565K +3,153 +252%
WIC
662
Woodmont Investment Counsel
Tennessee
$741K -$86.3K -481 -10%
KFI
663
Key Financial Inc
Pennsylvania
$739K
MWM
664
Mission Wealth Management
California
$738K +$782K +4,360 New
KWM
665
KFG Wealth Management
Indiana
$738K +$137K +765 +21%
VCA
666
Verdence Capital Advisors
Maryland
$733K +$1.97K +11 +0.3%
SGI
667
Summit Global Investments
Utah
$730K -$6.1K -34 -0.8%
HCM
668
Helios Capital Management
Singapore
$728K
SC
669
Schulhoff & Co
Ohio
$728K +$20.6K +115 +3%
AWM
670
AE Wealth Management
Kansas
$725K +$57.6K +321 +8%
PWG
671
Portside Wealth Group
Utah
$722K +$83.6K +466 +12%
GF
672
Gabelli Funds
New York
$720K +$44.8K +250 +6%
MCC
673
Money Concepts Capital
Florida
$719K +$56.7K +316 +8%
TCPG
674
Trivant Custom Portfolio Group
California
$715K -$296K -1,651 -28%
WG
675
Wealth Group
North Carolina
$715K +$16.7K +93 +2%