We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CT
701
Coastline Trust
Rhode Island
$1.38M – – –
CAAS
702
Capital Asset Advisory Services
Michigan
$1.38M +$32.8K +105 +2%
SLWA
703
San Luis Wealth Advisors
California
$1.38M +$1.23M +3,950 +466%
GCP
704
GSA Capital Partners
United Kingdom
$1.38M +$236K +755 +19%
ATC
705
Argent Trust Co
Tennessee
$1.38M +$28.1K +90 +2%
FDS
706
Freedom Day Solutions
Texas
$1.37M +$1.49M +4,775 New
Cetera Investment Advisers
707
Cetera Investment Advisers
Illinois
$1.37M +$42.8K +137 +3%
CCA
708
Checchi Capital Advisers
California
$1.37M +$165K +527 +13%
CCM
709
Coldstream Capital Management
Washington
$1.35M +$289K +926 +25%
BHWM
710
Bar Harbor Wealth Management
New Hampshire
$1.35M +$1.27M +4,052 +637%
SBH
711
Segall Bryant & Hamill
Illinois
$1.34M – – –
PP
712
Patten & Patten
Tennessee
$1.34M +$46.9K +150 +3%
TF
713
TIAA FSB
Florida
$1.33M +$1.44M +4,624 New
CI
714
Conning Inc
Connecticut
$1.32M -$9.06K -29 -0.6%
SGI
715
Summit Global Investments
Utah
$1.31M -$3.44K -11 -0.2%
GVAG
716
Great Valley Advisor Group
Delaware
$1.3M +$227K +726 +19%
MP
717
McDonald Partners
Ohio
$1.29M -$19.1K -61 -1%
KWM
718
Kingsview Wealth Management
Oregon
$1.29M -$196K -626 -12%
Carson Wealth (CWM LLC)
719
Carson Wealth (CWM LLC)
Nebraska
$1.27M +$572K +1,830 +70%
First Eagle Investment Management
720
First Eagle Investment Management
New York
$1.26M – – –
DPIM
721
Duff & Phelps Investment Management
Illinois
$1.25M – – –
SCA
722
Snowden Capital Advisors
New York
$1.25M +$90.3K +289 +7%
DC
723
DeDora Capital
California
$1.23M -$77.8K -249 -6%
First Trust Advisors
724
First Trust Advisors
Illinois
$1.22M -$61.6M -197,215 -98%
DF
725
Donoghue Forlines
Massachusetts
$1.22M +$188K +602 +17%