We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
801
Spire Wealth Management
Virginia
$471K -$84.1K -1,011 -15%
CAG
802
Crestwood Advisors Group
Massachusetts
$469K +$82.7K +994 +21%
AIP
803
Ameritas Investment Partners
Nebraska
$468K -$24.3K -292 -5%
GAM
804
Generali Asset Management
Italy
$466K +$474K +5,692 New
APW
805
Austin Private Wealth
Texas
$465K +$50.8K +610 +12%
HNB
806
Hilltop National Bank
Wyoming
$465K – – –
BPW
807
Bingham Private Wealth
California
$465K +$472K +5,676 New
LC
808
Lindbrook Capital
California
$461K +$9.82K +118 +2%
GS
809
GTS Securities
Florida
$459K -$2.91M -34,957 -86%
CGL
810
Clarius Group LLC
Washington
$459K +$4.49K +54 +1%
UCB
811
United Community Bank
South Carolina
$456K +$13.1K +158 +3%
SVWAG
812
Sound View Wealth Advisors Group
Georgia
$456K -$9.98K -120 -2%
IP
813
Ignite Planners
California
$453K +$9.4K +113 +2%
CFB
814
Cullen/Frost Bankers
Texas
$452K -$33.5K -402 -7%
FMC
815
First Merchants Corp
Indiana
$452K – – –
GWCM
816
Godshalk Welsh Capital Management
Pennsylvania
$450K – – –
MWM
817
Mindset Wealth Management
Indiana
$450K +$458K +5,500 New
NAS
818
Nicolet Advisory Services
Wisconsin
$449K -$111K -1,333 -19%
FCI
819
Financial Counselors Inc
Kansas
$447K -$44.6K -536 -9%
RCA
820
Resonant Capital Advisors
Wisconsin
$447K +$1.25K +15 +0.3%
TPW
821
Transatlantique Private Wealth
New York
$447K +$454K +5,454 New
SIMG
822
Sonora Investment Management Group
Arizona
$445K -$7.41K -89 -2%
SCTC
823
Sanibel Captiva Trust Company
Florida
$443K +$160K +1,927 +55%
CFM
824
Catalyst Funds Management
Australia
$442K -$74.9K -900 -14%
TFS
825
Thoroughbred Financial Services
Tennessee
$442K +$225K +2,704 +100%