We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EHC
676
Everett Harris & Co
California
$427K +$28.8K +1,437 +8%
AWM
677
Accel Wealth Management
Iowa
$420K -$11.7K -583 -3%
VCG
678
Vantage Consulting Group
Virginia
$419K -$7.14K -357 -2%
IWC
679
Integrated Wealth Concepts
Massachusetts
$408K -$68.1K -3,401 -15%
FTDI
680
First Trust Direct Indexing
Massachusetts
$408K +$379K +18,939 New
ET
681
Equitable Trust
Tennessee
$406K -$251K -12,563 -40%
FHA
682
First Horizon Advisors
Tennessee
$404K +$140K +6,983 +59%
FCM
683
Fourpath Capital Management
Oklahoma
$402K +$373K +18,659 New
PWM
684
Perigon Wealth Management
California
$401K +$156K +7,806 +72%
BIA
685
Beacon Investment Advisors
Maryland
$400K -$34.3K -1,712 -8%
AWS
686
Atria Wealth Solutions
New York
$396K -$22.6K -1,129 -6%
AAS
687
Avantax Advisory Services
Texas
$396K -$63.8K -3,188 -15%
SI
688
Scharf Investments
California
$395K -$23M -1,147,603 -98%
PFBT
689
Parkside Financial Bank & Trust
Missouri
$393K +$61.2K +3,057 +20%
BFIM
690
Beese Fulmer Investment Management
Ohio
$392K -$12.3K -616 -3%
CI
691
Cigna Investments
Connecticut
$392K
PA
692
Parallel Advisors
California
$391K +$156K +7,818 +75%
EM
693
ELCO Management
New York
$391K +$1.04K +52 +0.3%
SC
694
Schulhoff & Co
Ohio
$387K -$640 -32 -0.2%
CD
695
Chapin Davis
Maryland
$383K +$356K +17,800 New
ESB
696
Essex Savings Bank
Connecticut
$383K +$46.7K +2,335 +15%
SFI
697
Siemens Fonds Invest
Germany
$381K +$88.9K +4,440 +34%
Lido Advisors
698
Lido Advisors
California
$380K +$354K +17,665 New
ECM
699
Everence Capital Management
Indiana
$380K +$353K +17,640 New
BFA
700
Beaumont Financial Advisors
Massachusetts
$377K +$10.2K +509 +3%