We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Intact Investment Management
651
Intact Investment Management
Quebec, Canada
$923K +$8.32K +100 +0.9%
JWBC
652
J.W. Burns & Co
New York
$920K -$3.74K -45 -0.4%
CG
653
Curat Global
New Hampshire
$916K +$949K +11,407 New
TA
654
TCM Advisors
West Virginia
$915K – – –
HWP
655
Highline Wealth Partners
California
$913K +$166 +2 +0%
Brown Brothers Harriman & Co
656
Brown Brothers Harriman & Co
New York
$906K -$998 -12 -0.1%
Stratos Wealth Partners
657
Stratos Wealth Partners
Ohio
$906K -$158K -1,895 -14%
BC
658
Barrett & Company
Rhode Island
$893K -$67.8K -815 -7%
CB
659
Cadence Bank
Mississippi
$888K +$4.82K +58 +0.5%
Level Four Advisory Services
660
Level Four Advisory Services
Texas
$887K -$154K -1,850 -14%
PT
661
Plimoth Trust
Massachusetts
$887K -$15K -180 -2%
Great Valley Advisor Group
662
Great Valley Advisor Group
Delaware
$875K +$109K +1,305 +14%
SWA
663
Stratos Wealth Advisors
Ohio
$872K -$30.3K -364 -3%
SCA
664
Snowden Capital Advisors
New York
$864K -$74.6K -897 -8%
UAS
665
United Asset Strategies
New York
$863K -$15.3K -184 -2%
Montag & Associates
666
Montag & Associates
Georgia
$862K – – –
LA
667
LVW Advisors
New York
$861K +$1.58K +19 +0.2%
CreativeOne Wealth
668
CreativeOne Wealth
Kansas
$856K +$101K +1,209 +13%
HP
669
Hikari Power
Japan
$849K – – –
TIAA Trust, National Association
670
TIAA Trust, National Association
North Carolina
$846K +$56.9K +684 +7%
Evergreen Capital Management
671
Evergreen Capital Management
Washington
$844K +$29.6K +356 +4%
JIC
672
Joel Isaacson & Co
New York
$839K – – –
OWA
673
One Wealth Advisors
California
$838K +$585K +7,037 +207%
Ameritas Advisory Services
674
Ameritas Advisory Services
Nebraska
$836K +$32.3K +388 +4%
Valeo Financial Advisors
675
Valeo Financial Advisors
Indiana
$833K +$27.6K +332 +3%