We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
1126
Forvis Mazars Wealth Advisors
Missouri
$330K +$42.9K +746 +16%
SC
1127
Savant Capital
Illinois
$329K -$23.6K -411 -7%
MCM
1128
Manchester Capital Management
Vermont
$328K
TIA
1129
Tiemann Investment Advisors
California
$327K -$11.5K -200 -4%
LFAS
1130
Level Four Advisory Services
Texas
$326K -$143K -2,496 -32%
LW
1131
Linscomb Wealth
Texas
$326K -$23K -400 -7%
CRC
1132
Curi RMB Capital
Illinois
$322K -$5.8M -100,960 -95%
CB
1133
Cadence Bank
Mississippi
$321K +$295K +5,129 New
PHAM
1134
Palisades Hudson Asset Management
Florida
$320K
Lido Advisors
1135
Lido Advisors
California
$320K +$1.61K +28 +0.5%
FPCP
1136
Fort Point Capital Partners
California
$320K +$31.9K +555 +12%
KP
1137
Keel Point
Alabama
$319K -$268K -4,666 -48%
PMG
1138
ProVise Management Group
Florida
$319K -$10.5K -182 -3%
JFGIW
1139
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$318K -$2.24K -39 -0.8%
BHIA
1140
Birch Hill Investment Advisors
Massachusetts
$317K -$95.4K -1,660 -25%
LCM
1141
Lee Capital Management
New York
$313K
CAW
1142
Cornerstone Advisors (Washington)
Washington
$310K +$1.67K +29 +0.6%
AF
1143
Alerus Financial
North Dakota
$310K +$285K +4,951 New
DMC
1144
Drexel Morgan & Co
Pennsylvania
$309K
CA
1145
Cornerstone Advisory
Maryland
$307K
VRS
1146
Virginia Retirement Systems
Virginia
$306K -$17.2K -300 -6%
YMRC
1147
Yorktown Management & Research Company
Virginia
$306K
NPA
1148
Nichols & Pratt Advisers
Massachusetts
$304K
HPWM
1149
Highland Private Wealth Management
Washington
$302K +$5.58K +97 +2%
TFA
1150
Toth Financial Advisory
Virginia
$301K +$277K +4,816 New