We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
726
Geneos Wealth Management
Colorado
$1.73M -$187K -7,716 -13%
SF
727
Summit Financial
New Jersey
$1.72M -$75.9K -3,134 -6%
VDI
728
Vaughan David Investments
Illinois
$1.71M -$105K -4,350 -8%
EM
729
Excalibur Management
Massachusetts
$1.71M -$62.5K -2,581 -5%
AM
730
AGF Management
Ontario, Canada
$1.71M +$1.23M +50,909 New
BRWA
731
B. Riley Wealth Advisors
Florida
$1.7M -$118K -4,878 -9%
BC
732
Burney Company
Virginia
$1.7M -$50.6K -2,087 -4%
BSC
733
Brown Shipley & Co
United Kingdom
$1.7M -$13.6K -561 -1%
OAM
734
Oak Asset Management
California
$1.69M -$270K -11,125 -18%
OIM
735
Orca Investment Management
Oregon
$1.69M -$34.1K -1,409 -3%
EHC
736
Everett Harris & Co
California
$1.69M +$7.27K +300 +0.6%
PG
737
Prostatis Group
Maryland
$1.69M +$135K +5,574 +12%
MAS
738
Meeder Advisory Services
Ohio
$1.69M +$117K +4,826 +11%
MVA
739
Mount Vernon Associates
Maryland
$1.69M -$18.2K -750 -1%
AG
740
AlTi Global
New York
$1.68M +$153K +6,303 +14%
GAM
741
Groupama Asset Management
France
$1.68M -$418K -17,260 -26%
HT
742
Heritage Trust
Oklahoma
$1.67M +$33.4K +1,379 +3%
ECM
743
Estabrook Capital Management
New York
$1.67M -$60.7K -2,505 -5%
HIP
744
HUB Investment Partners
Texas
$1.66M +$62.7K +2,589 +6%
DAS
745
Dynamic Advisor Solutions
Arizona
$1.66M -$32.8K -1,353 -3%
SAM
746
Smartleaf Asset Management
Massachusetts
$1.66M +$210K +8,671 +22%
HPC
747
HM Payson & Co
Maine
$1.65M -$61.7K -2,545 -5%
TAM
748
Trust Asset Management
Texas
$1.65M
GIA
749
Gladstone Institutional Advisory
Florida
$1.65M +$45.9K +1,893 +4%
SIA
750
Soltis Investment Advisors
Utah
$1.64M +$145K +5,982 +14%