We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
376
Birch Financial Group
New Hampshire
$372K +$414K +1,772 New
SCA
377
Summit Creek Advisors
Minnesota
$369K – – –
IWC
378
Integrated Wealth Concepts
Massachusetts
$369K -$46.5K -199 -10%
IAS
379
Insigneo Advisory Services
Florida
$369K -$30.4K -130 -7%
EF
380
Empowered Funds
Pennsylvania
$350K +$2.57K +11 +0.7%
PAG
381
Private Advisor Group
New Jersey
$350K -$133K -569 -25%
QCM
382
Qsemble Capital Management
New York
$346K +$10.3K +44 +3%
TIAA Trust, National Association
383
TIAA Trust, National Association
North Carolina
$345K -$94.3K -404 -20%
WKSWA
384
White Knight Strategic Wealth Advisors
New Jersey
$340K +$189K +810 +100%
SIA
385
Schechter Investment Advisors
Michigan
$334K -$335K -1,434 -47%
FFM
386
Forum Financial Management
Illinois
$333K +$371K +1,588 New
BEI
387
Benjamin Edwards Inc
Missouri
$329K +$45.5K +195 +14%
LCWP
388
Legacy Capital Wealth Partners
Arkansas
$328K -$147K -631 -29%
SC
389
Steph & Co
Wisconsin
$327K +$12.8K +55 +4%
TA
390
Tectonic Advisors
Texas
$320K -$294K -1,257 -45%
PWPS
391
Pinnacle Wealth Planning Services
Ohio
$320K +$5.6K +24 +2%
DWM
392
Diversify Wealth Management
Utah
$319K -$149K -640 -30%
CSIC
393
Clifford Swan Investment Counsel
California
$319K -$35.3K -151 -9%
WAG
394
Wallace Advisory Group
California
$319K +$19.8K +85 +8%
Vanguard Personalized Indexing Management
395
Vanguard Personalized Indexing Management
California
$317K -$183K -785 -34%
WA
396
Wealth Alliance
New York
$311K +$35K +150 +11%
CB
397
Commerce Bank
Missouri
$306K -$71.2K -305 -17%
HCA
398
Harbor Capital Advisors
Illinois
$303K -$213K -913 -39%
NAM
399
NorthCrest Asset Manangement
Minnesota
$302K -$16.3K -70 -5%
SW
400
SteelPeak Wealth
California
$299K -$16.8K -72 -5%