We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
751
Sompo Asset Management
Japan
$805K -$159K -950 -16%
PWMAG
752
Pinnacle Wealth Management Advisory Group
New Jersey
$805K -$631K -3,774 -44%
LFAS
753
Level Four Advisory Services
Texas
$804K +$66.5K +398 +9%
GFP
754
Gryphon Financial Partners
Ohio
$797K +$114K +679 +17%
KFA
755
Kelleher Financial Advisors
New York
$797K +$514K +3,074 +180%
LFA
756
Legacy Financial Advisors
Kentucky
$792K -$299K -1,786 -27%
NAAA
757
New Age Alpha Advisors
New York
$791K +$767K +4,586 +2,884%
FC
758
Fjell Capital
North Dakota
$790K -$59.8K -358 -7%
HPC
759
HM Payson & Co
Maine
$789K +$1.34K +8 +0.2%
BBL
760
Beck Bode LLC
Massachusetts
$782K – – –
CCA
761
Checchi Capital Advisers
California
$779K -$108K -645 -12%
CI
762
Cigna Investments
Connecticut
$778K +$6.52K +39 +0.8%
MPAM
763
Murphy Pohlad Asset Management
Minnesota
$774K – – –
WSFS
764
Wilmington Savings Fund Society
Delaware
$774K +$10K +60 +1%
AUB
765
Atlantic Union Bankshares
Virginia
$771K -$13.2K -79 -2%
EWM
766
Empirical Wealth Management
Washington
$764K +$11K +66 +1%
SWP
767
Sagespring Wealth Partners
Tennessee
$764K -$268K -1,601 -26%
OC
768
Oppenheimer & Co
New York
$759K +$3.01K +18 +0.4%
AIP
769
Ameritas Investment Partners
Nebraska
$756K -$29.8K -178 -4%
MT
770
Midwest Trust
Kansas
$752K +$114K +684 +18%
CSPIA
771
Cary Street Partners Investment Advisory
Virginia
$751K -$48K -287 -6%
CFP
772
Cascade Financial Partners
California
$743K +$5.68K +34 +0.8%
MAM
773
MMA Asset Management
Pennsylvania
$743K -$836 -5 -0.1%
RDWM
774
Red Door Wealth Management
Tennessee
$740K +$742K +4,439 New
Kovitz Investment Group Partners
775
Kovitz Investment Group Partners
Illinois
$732K -$1K -6 -0.1%