We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ARC
626
Advisor Resource Council
Texas
$379K -$2.06M -10,062 -82%
PWW
627
Pettyjohn Wood & White
Virginia
$378K – – –
LAM
628
Lingohr Asset Management
Germany
$375K – – –
OIA
629
OneDigital Investment Advisors
Kansas
$372K +$433K +2,116 New
BPA
630
Beacon Pointe Advisors
California
$371K +$57.9K +283 +15%
CA
631
Continuum Advisory
Idaho
$368K -$39.3K -192 -8%
GHAM
632
Gilman Hill Asset Management
Connecticut
$363K – – –
CFGS
633
Concourse Financial Group Securities
Alabama
$361K +$106K +520 +34%
GT
634
Greenleaf Trust
Michigan
$359K -$16K -78 -4%
ESCM
635
Echo Street Capital Management
New York
$359K +$418K +2,043 New
IAA
636
Independent Advisor Alliance
North Carolina
$357K +$21.5K +105 +5%
GWANC
637
Guardian Wealth Advisors (North Carolina)
North Carolina
$354K -$35.6K -174 -8%
Federated Hermes
638
Federated Hermes
Pennsylvania
$354K -$21.1K -103 -5%
CCP
639
Corient Capital Partners
California
$353K +$19.4K +95 +6%
LP
640
Lloyd Park
Illinois
$350K +$1.43K +7 +0.4%
CIBC World Market
641
CIBC World Market
Ontario, Canada
$350K +$155K +755 +61%
FANJ
642
Financial Architects (New Jersey)
New Jersey
$350K +$407K +1,989 New
CIC
643
Carnegie Investment Counsel
Ohio
$347K – – –
CWA
644
Canvas Wealth Advisors
Kansas
$347K +$1.43K +7 +0.4%
NIM
645
NuWave Investment Management
New Jersey
$345K +$401K +1,959 New
SC
646
SRB Corp
Massachusetts
$342K +$398K +1,946 New
PA
647
Parallel Advisors
California
$338K -$43.8K -214 -10%
PIM
648
Penobscot Investment Management
Massachusetts
$337K -$97.7K -477 -20%
IIM
649
Ipswich Investment Management
Massachusetts
$333K -$119K -582 -24%
SAI
650
Systematic Alpha Investments
New Jersey
$332K – – –