We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VCA
801
Verdence Capital Advisors
Maryland
$396K -$24.9K -349 -6%
BFA
802
Bragg Financial Advisors
North Carolina
$395K – – –
PGIM
803
Pacific Global Investment Management
California
$395K +$714 +10 +0.2%
DWT
804
Dorsey & Whitney Trust
South Dakota
$393K +$1.71K +24 +0.4%
LC
805
Lindbrook Capital
California
$392K +$10.4K +146 +3%
VSQM
806
V-Square Quantitative Management
Illinois
$392K -$8.28K -116 -2%
BAM
807
Belpointe Asset Management
Nevada
$390K -$102K -1,427 -20%
RCA
808
Resonant Capital Advisors
Wisconsin
$390K +$16.4K +230 +4%
CIC
809
Carnegie Investment Counsel
Ohio
$389K -$89.2K -1,250 -18%
EWA
810
EP Wealth Advisors
California
$386K -$6.71K -94 -2%
DWP
811
Daymark Wealth Partners
Ohio
$385K +$392K +5,488 New
SVWAG
812
Sound View Wealth Advisors Group
Georgia
$384K +$11.8K +165 +3%
BTI
813
Blue Trust Inc
Georgia
$382K +$71.5K +1,001 +24%
BS
814
Banco Santander
Spain
$382K +$389K +5,445 New
VC
815
Vicus Capital
Pennsylvania
$382K -$3.78K -53 -1%
AIM
816
Anchor Investment Management
South Carolina
$381K +$71 +1 +0%
SB
817
Strategic Blueprint
Georgia
$381K +$7.92K +111 +2%
AWM
818
Allen Wealth Management
North Carolina
$379K -$1.43K -20 -0.4%
UCB
819
United Community Bank
South Carolina
$378K -$19.4K -272 -5%
MCM
820
McRae Capital Management
New Jersey
$377K – – –
DWM
821
Dakota Wealth Management
Florida
$375K -$5.78K -81 -1%
WF
822
Welch & Forbes
Massachusetts
$374K -$14.2K -199 -4%
CIC
823
Crawford Investment Counsel
Georgia
$374K +$2.93K +41 +0.8%
MWM
824
Modern Wealth Management
Kansas
$374K +$16.8K +235 +5%
FPWM
825
FSB Premier Wealth Management
Iowa
$373K -$17.4K -243 -4%