We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
651
Institute for Wealth Management
Colorado
$996K -$13.8K -350 -1%
ATC
652
Argent Trust Co
Tennessee
$990K -$157K -3,990 -14%
LNC
653
Lincoln National Corp
Pennsylvania
$990K +$31.5K +800 +3%
MFGM
654
Marshall Financial Group (Maryland)
Maryland
$983K -$313K -7,940 -24%
MAM
655
Martingale Asset Management
Massachusetts
$974K -$75.7K -1,920 -7%
MMPW
656
Mitchell McLeod Pugh & Williams
Alabama
$965K – – –
AIP
657
Almanack Investment Partners
Pennsylvania
$958K – – –
CIM
658
Chapman Investment Management
California
$956K – – –
CIM
659
Contravisory Investment Management
Massachusetts
$952K +$218K +5,520 +30%
FTDI
660
First Trust Direct Indexing
Massachusetts
$948K +$28.8K +730 +3%
IAN
661
Integrated Advisors Network
Texas
$938K +$403K +10,230 +77%
MIH
662
Meitav Investment House
Israel
$927K – – –
PWP
663
Private Wealth Partners
California
$918K +$906K +23,000 New
GL
664
Graypoint LLC
New York
$915K +$40.6K +1,030 +5%
SIP
665
Stoneridge Investment Partners
Pennsylvania
$911K +$900K +22,830 New
CCM
666
Coldstream Capital Management
Washington
$898K -$46.5K -1,180 -5%
LC
667
Lindbrook Capital
California
$888K +$301K +7,640 +52%
RJT
668
Raymond James Trust
Florida
$885K +$8.28K +210 +1%
Credit Agricole
669
Credit Agricole
France
$875K +$378K +9,600 +78%
HWM
670
HB Wealth Management
Georgia
$871K -$1.95M -49,370 -69%
EGA
671
E&G Advisors
Texas
$866K – – –
MA
672
Mutual Advisors
Nebraska
$863K +$5.12K +130 +0.6%
SA
673
SRN Advisors
Pennsylvania
$863K +$210K +5,340 +32%
DAS
674
Dynamic Advisor Solutions
Arizona
$855K -$7.09K -180 -0.8%
CC
675
Corton Capital
Ontario, Canada
$843K +$198K +5,030 +31%