We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
876
MMBG Investment Advisors
Florida
$4.54M +$4.72M +59,224 New
APP
877
Avantax Planning Partners
Iowa
$4.54M +$89.4K +1,123 +2%
BFM
878
Boston Financial Management
Massachusetts
$4.52M +$78.1K +980 +2%
TC
879
TwinBeech Capital
New York
$4.51M +$4.69M +58,908 New
ADBIC
880
A.D. Beadell Investment Counsel
Wisconsin
$4.51M +$810K +10,167 +21%
MLL
881
Moody Lynn & Lieberson
Massachusetts
$4.5M -$12.7K -160 -0.3%
CWA
882
Carolina Wealth Advisors
South Carolina
$4.5M -$32.7K -410 -0.7%
MCP
883
Martin Capital Partners
Oregon
$4.44M -$161K -2,017 -3%
MOS
884
MGO One Seven
Ohio
$4.44M +$868K +10,893 +23%
VFA
885
Valeo Financial Advisors
Indiana
$4.43M -$285K -3,576 -4%
ED
886
Exane Derivatives
France
$4.4M -$397K -4,987 -8%
CI
887
Cigna Investments
Connecticut
$4.4M -$1.61M -20,193 -26%
CIA
888
Choate Investment Advisors
Massachusetts
$4.38M -$69.9K -878 -2%
MCM
889
Murphy Capital Management
New Jersey
$4.37M -$45.3K -569 -1%
JCM
890
Jacobi Capital Management
Pennsylvania
$4.36M +$274K +3,442 +6%
WLPWM
891
Walled Lake Planning & Wealth Management
Illinois
$4.36M -$105K -1,315 -2%
SCP
892
Shorepoint Capital Partners
Massachusetts
$4.36M +$56.6K +710 +1%
FFWA
893
FRG Family Wealth Advisors
Washington
$4.36M +$69.6K +874 +2%
RBA
894
Richard Bernstein Advisors
New York
$4.36M
ZB
895
Zions Bancorporation
Utah
$4.34M -$801K -10,058 -15%
MIA
896
MainStreet Investment Advisors
Illinois
$4.31M -$119K -1,495 -3%
LFAS
897
Level Four Advisory Services
Texas
$4.29M +$1.18M +14,771 +36%
BAS
898
Brown Advisory Securities
Maryland
$4.28M -$1.95M -24,444 -30%
MIM
899
Montgomery Investment Management
Maryland
$4.28M -$23.9K -300 -0.5%
TW
900
TrinityPoint Wealth
Connecticut
$4.26M +$2.94M +36,901 +198%