We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BW
401
Bison Wealth
Georgia
$263K – – –
SYBT
402
Stock Yards Bank & Trust
Kentucky
$263K – – –
RWB
403
RMR Wealth Builders
New Jersey
$262K – – –
AAM
404
Advisors Asset Management
Colorado
$257K -$250K -1,125 -47%
PA
405
Procyon Advisors
Connecticut
$257K – – –
KAS
406
Kestra Advisory Services
Texas
$254K +$11.3K +51 +4%
LWAM
407
Legacy Wealth Asset Management
Minnesota
$252K -$5.55K -25 -2%
CP
408
Covenant Partners
Tennessee
$245K – – –
Bessemer Group
409
Bessemer Group
New Jersey
$240K -$118K -531 -31%
NFG
410
Nations Financial Group
Iowa
$240K +$258K +1,162 New
NFG
411
Next Financial Group
Texas
$239K +$5.99K +27 +2%
CFG
412
Cooper Financial Group
California
$238K +$18.9K +85 +8%
SFI
413
Siemens Fonds Invest
Germany
$238K +$255K +1,151 New
PAS
414
Park Avenue Securities
New York
$237K -$33.7K -152 -12%
OWM
415
OneAscent Wealth Management
Alabama
$237K +$255K +1,147 New
PFO
416
Pathstone Family Office
New Jersey
$234K +$15.5K +70 +7%
VI
417
Vestcor Inc
New Brunswick, Canada
$232K -$33.5K -151 -12%
HCM
418
Harvey Capital Management
Florida
$232K – – –
YIA
419
YHB Investment Advisors
Connecticut
$231K – – –
GD
420
Grandfield & Dodd
New York
$230K – – –
RJT
421
Raymond James Trust
Florida
$226K -$9.99K -45 -4%
Mercer Global Advisors
422
Mercer Global Advisors
Colorado
$225K -$22.4K -101 -9%
PA
423
Profund Advisors
Maryland
$224K +$1.55K +7 +0.6%
Rafferty Asset Management
424
Rafferty Asset Management
New York
$222K -$114K -514 -32%
BAS
425
Brown Advisory Securities
Maryland
$219K +$235K +1,058 New