We are live on ! Find out more
IEX icon

IDEX
IEX

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
451
Legacy Wealth Asset Management
Minnesota
$276K -$5.64K -26 -2%
MHIC
452
Marble Harbor Investment Counsel
Massachusetts
$273K – – –
LGF
453
LGT Group Foundation
Liechtenstein
$272K +$259K +1,194 New
BFG
454
Bleakley Financial Group
New Jersey
$271K -$29.7K -137 -10%
SS
455
Simplicity Solutions
Minnesota
$271K -$29.3K -135 -9%
CCS
456
Concentric Capital Strategies
Connecticut
$265K +$276K +1,273 New
BW
457
Bison Wealth
Georgia
$264K – – –
JSA
458
Jacobson & Schmitt Advisors
Wisconsin
$258K +$12.8K +59 +5%
PA
459
Procyon Advisors
Connecticut
$257K -$217 -1 -0.1%
WPC
460
Wedmont Private Capital
Pennsylvania
$254K +$3.47K +16 +1%
HWM
461
HB Wealth Management
Georgia
$253K +$264K +1,218 New
YIA
462
YHB Investment Advisors
Connecticut
$253K – – –
WI
463
Wahed Invest
New York
$248K +$21.7K +100 +9%
CA
464
Centerpoint Advisors
Massachusetts
$247K – – –
PI
465
PEAK6 Investments
Illinois
$242K -$71.4K -329 -22%
IC
466
IEQ Capital
California
$241K +$32.1K +148 +15%
CNBT
467
Canandaigua National Bank & Trust
New York
$238K +$29.5K +136 +13%
CWM
468
Connecticut Wealth Management
Connecticut
$238K – – –
GT
469
Greenleaf Trust
Michigan
$232K +$3.47K +16 +1%
CP
470
Covenant Partners
Tennessee
$230K -$18.4K -85 -7%
GS
471
GTS Securities
Florida
$227K -$21.7K -100 -8%
ATC
472
Argent Trust Co
Tennessee
$226K -$22.8K -105 -9%
FMAEN1
473
Fund Management at Engine No 1
California
$225K +$21K +97 +10%
CS
474
Comerica Securities
Michigan
$223K -$36.7K -169 -14%
HI
475
Horizon Investments
North Carolina
$220K +$3.25K +15 +1%
17 18
19
20 21