We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Independent Advisor Alliance
476
Independent Advisor Alliance
North Carolina
$1.08M -$5.83K -257 -0.5%
Choreo LLC
477
Choreo LLC
Illinois
$1.08M +$306K +13,506 +36%
Mercer Global Advisors
478
Mercer Global Advisors
Colorado
$1.07M +$220K +9,714 +24%
YIA
479
YHB Investment Advisors
Connecticut
$1.07M -$822K -36,248 -42%
Private Advisor Group
480
Private Advisor Group
New Jersey
$1.07M +$289K +12,729 +34%
WI
481
Wahed Invest
New York
$1.06M +$68.6K +3,024 +7%
TSWM
482
Tyler-Stone Wealth Management
Ohio
$1.05M – – –
CCA
483
Cobblestone Capital Advisors
New York
$1.05M -$33.4K -1,472 -3%
Steward Partners Investment Advisory
484
Steward Partners Investment Advisory
New York
$1.02M +$640K +28,216 +143%
Kestra Private Wealth Services
485
Kestra Private Wealth Services
Texas
$1.01M -$67K -2,953 -6%
PG
486
Patten Group
Tennessee
$994K +$65.1K +2,870 +7%
LCWP
487
Legacy Capital Wealth Partners
Arkansas
$985K +$154K +6,787 +17%
ECM
488
Everence Capital Management
Indiana
$969K +$566K +24,950 +122%
Caprock Group
489
Caprock Group
Idaho
$969K +$231K +10,191 +29%
PCMK
490
Paragon Capital Management (Kansas)
Kansas
$967K -$34.5K -1,523 -3%
FFS
491
Flavin Financial Services
Florida
$964K +$1.02M +45,145 New
Wilmington Savings Fund Society
492
Wilmington Savings Fund Society
Delaware
$964K -$12.9K -568 -1%
HL
493
HeadInvest LLC
Maine
$961K -$26.8K -1,181 -3%
OPCM
494
Osborne Partners Capital Management
California
$956K – – –
Principal Securities
495
Principal Securities
Iowa
$947K +$923K +40,691 +1,104%
Salem Investment Counselors
496
Salem Investment Counselors
North Carolina
$942K -$59.1K -2,607 -6%
ACM
497
Ardent Capital Management
Ohio
$942K +$7.17K +316 +0.7%
Man Group
498
Man Group
United Kingdom
$941K +$1,000K +44,092 New
WAC
499
William Allan Corp
Colorado
$940K +$140K +6,173 +16%
SNB
500
Security National Bank
Nebraska
$934K -$33.5K -1,478 -3%