We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EW
676
Evoke Wealth
California
$484K +$71K +789 +19%
TNB
677
Thomasville National Bank
Georgia
$480K -$45K -500 -9%
NW
678
NewEdge Wealth
Pennsylvania
$477K +$442K +4,913 New
BAM
679
Boyar Asset Management
New York
$476K
OF
680
Optimize Financial
California
$475K +$6.12K +68 +1%
MFA
681
Mayflower Financial Advisors
Massachusetts
$474K +$1.26K +14 +0.3%
DCM
682
Donaldson Capital Management
Indiana
$473K +$67.4K +750 +18%
CAG
683
Crestwood Advisors Group
Massachusetts
$472K -$29.4K -327 -6%
HIS
684
Harvest Investment Services
Illinois
$469K +$4.05K +45 +0.9%
WA
685
Waverly Advisors
Alabama
$467K +$157K +1,746 +57%
AAP
686
Arax Advisory Partners
Colorado
$466K -$7.15M -79,551 -94%
MPWT
687
MassMutual Private Wealth & Trust
Connecticut
$465K -$53K -589 -11%
MHR
688
Matthew Hamilton Rosenberg
$465K
CT
689
Colonial Trust
South Carolina
$462K -$10.1K -112 -2%
TP
690
Tranquility Partners
Tennessee
$460K -$227K -2,526 -35%
QWP
691
Quotient Wealth Partners
Texas
$456K -$40K -445 -9%
PA
692
Profund Advisors
Maryland
$456K -$134K -1,491 -24%
LAS
693
LWM Advisory Services
Florida
$454K
MOS
694
MGO One Seven
Ohio
$454K +$35.2K +391 +9%
Brown Advisory
695
Brown Advisory
Maryland
$453K +$209K +2,321 +99%
DT
696
Diversified Trust
Tennessee
$450K -$3.51K -39 -0.8%
SCP
697
Sivia Capital Partners
California
$448K +$415K +4,616 New
EAM
698
Erste Asset Management
Austria
$446K +$96.5K +1,073 +31%
PS
699
Principal Securities
Iowa
$446K +$28.1K +313 +7%
IAA
700
Independent Advisor Alliance
North Carolina
$444K +$10.5K +117 +3%