We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
576
Magnus Financial Group
New York
$404K
SW
577
SVB Wealth
Massachusetts
$404K +$113K +266 +34%
1WA
578
180 Wealth Advisors
Washington
$397K
FHA
579
First Horizon Advisors
Tennessee
$397K +$218K +514 +101%
IFS
580
Ifrah Financial Services
Arkansas
$395K -$2.12K -5 -0.5%
SBH
581
Segall Bryant & Hamill
Illinois
$392K
DBT
582
Dubuque Bank & Trust
Iowa
$390K -$7.64K -18 -2%
FBB
583
Fulton Breakefield Broenniman
Maryland
$389K -$25.5K -60 -6%
BPA
584
Beacon Pointe Advisors
California
$389K -$849 -2 -0.2%
FGAM
585
Financial Gravity Asset Management
Texas
$389K
KWMG
586
King Wealth Management Group
Florida
$389K
LSWM
587
Lorne Steinberg Wealth Management
Canada
$389K
OC
588
Oakworth Capital
Alabama
$389K
TFA
589
Trinity Financial Advisors
Ohio
$389K
WP
590
Waycross Partners
Kentucky
$389K +$424K +1,000 New
KeyBank National Association
591
KeyBank National Association
Ohio
$387K -$110K -259 -21%
BTWM
592
Baker Tilly Wealth Management
Wisconsin
$384K +$88.7K +209 +27%
PT
593
Plimoth Trust
Massachusetts
$383K +$75.1K +177 +22%
AI
594
AXS Investments
New York
$382K -$351K -827 -46%
ACP
595
Arcus Capital Partners
Georgia
$382K +$22.9K +54 +6%
MOS
596
MGO One Seven
Ohio
$382K +$115K +270 +49%
SVWAG
597
Sound View Wealth Advisors Group
Georgia
$381K +$20.8K +49 +5%
NAM
598
NorthCoast Asset Management
Connecticut
$377K +$3.4K +8 +0.8%
MWM
599
Mission Wealth Management
California
$377K +$6.79K +16 +2%
ESCM
600
Echo Street Capital Management
New York
$377K +$411K +968 New