We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RFS
651
Richardson Financial Services
Massachusetts
$205K -$4.26K -90 -2%
AIA
652
AIMZ Investment Advisors
California
$204K
WT
653
Whittier Trust
California
$204K
CFG
654
Citizens Financial Group
Rhode Island
$204K +$203K +4,280 New
RA
655
RFG Advisory
Alabama
$202K -$9.56K -202 -5%
IAA
656
Independent Advisor Alliance
North Carolina
$202K +$201K +4,247 New
SWM
657
SHP Wealth Management
Massachusetts
$201K -$3.55K -75 -2%
PFPG
658
Pinnacle Financial Partners (Georgia)
Georgia
$201K -$19.1K -404 -9%
ITG
659
Index Technologies Group
New York
$189K +$189K +3,984 New
WA
660
Westfuller Advisors
New York
$179K -$331 -7 -0.2%
FFA
661
Frazier Financial Advisors
Ohio
$174K -$331 -7 -0.2%
AAS
662
Ameritas Advisory Services
Nebraska
$164K -$315K -6,653 -66%
CF
663
Centaurus Financial
California
$162K
QL
664
Quarry LP
New York
$152K -$332K -7,018 -69%
KC
665
Knuff & Co
California
$150K +$149K +3,152 New
TCIIS
666
TIAA-CREF Individual & Institutional Services
New York
$150K +$8.42K +178 +6%
UFPG
667
United Financial Planning Group
New York
$146K +$146K +3,075 New
HFM
668
Hartford Financial Management
Connecticut
$143K
CFB
669
Cullen/Frost Bankers
Texas
$130K +$27.6K +584 +27%
AF
670
Avanza Fonder
Sweden
$127K
OP
671
Oslo Pensjonsforsikring
$116K
LFG
672
Larson Financial Group
Missouri
$114K +$5.39K +114 +5%
SAM
673
Smartleaf Asset Management
Massachusetts
$112K
CA
674
Continuum Advisory
Idaho
$105K +$104K +2,203 New
Federated Hermes
675
Federated Hermes
Pennsylvania
$102K -$120K -2,541 -54%