We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PG
726
Patten Group
Tennessee
$252K -$27.6K -141 -10%
CS
727
Comerica Securities
Michigan
$248K +$5.08K +26 +2%
PFA
728
Pure Financial Advisors
California
$247K +$1.95K +10 +0.8%
Federated Hermes
729
Federated Hermes
Pennsylvania
$247K -$155K -791 -39%
HH
730
Hilltop Holdings
Texas
$246K -$11.7K -60 -5%
TAM
731
Trust Asset Management
Texas
$246K – – –
GAA
732
Global Assets Advisory
Florida
$245K +$10.9K +56 +5%
WWM
733
Windsor Wealth Management
Indiana
$244K – – –
SS
734
Simplicity Solutions
Minnesota
$243K -$391 -2 -0.2%
PFS
735
Prospera Financial Services
Texas
$243K -$7.04K -36 -3%
WW
736
Waterfront Wealth
Kansas
$242K – – –
RWB
737
RMR Wealth Builders
New Jersey
$242K – – –
CAM
738
Cresset Asset Management
Illinois
$240K -$27K -138 -5%
RMC
739
Resources Management Corp
Connecticut
$240K -$83.1K -425 -26%
SL
740
Summitry LLC
California
$239K – – –
WCA
741
Westover Capital Advisors
Delaware
$239K – – –
V
742
VeraBank
Texas
$239K +$2.93K +15 +1%
DC
743
DeDora Capital
California
$237K +$229K +1,170 New
HI
744
Harbour Investments
Wisconsin
$236K -$2.15K -11 -0.9%
AP
745
Atwood & Palmer
Missouri
$235K – – –
HC
746
Hourglass Capital
Texas
$235K – – –
LOPW
747
Live Oak Private Wealth
North Carolina
$235K – – –
NAM
748
NTV Asset Management
West Virginia
$235K – – –
RP
749
Rice Partnership
Hawaii
$235K – – –
RWP
750
Ridgecrest Wealth Partners
California
$235K – – –