We are live on ! Find out more
NOW icon

ServiceNow
NOW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
826
Strategic Wealth Partners
Ohio
$641K +$158K +1,495 +30%
FBC
827
Fairfield, Bush & Co
Connecticut
$640K -$47.5K -450 -7%
OWM
828
OneAscent Wealth Management
Alabama
$636K +$671K +6,355 New
SAM
829
Strategy Asset Managers
California
$631K +$666K +6,305 New
BAM
830
Belpointe Asset Management
Nevada
$627K -$452K -4,285 -41%
SF
831
Synovus Financial
Georgia
$625K -$21.1K -200 -3%
LOAMS
832
Lombard Odier Asset Management (Switzerland)
Switzerland
$625K +$659K +6,245 New
SCM
833
Shelton Capital Management
Colorado
$622K +$264K +2,500 +67%
DY
834
Dowling & Yahnke
California
$618K -$205K -1,945 -24%
CS
835
Capital Square
Tennessee
$609K -$17.4K -165 -3%
ETC
836
Exchange Traded Concepts
Oklahoma
$607K -$473K -4,485 -43%
CA
837
Cetera Advisors
Colorado
$606K +$158K +1,495 +33%
RCAG
838
Rehmann Capital Advisory Group
Michigan
$598K +$22.2K +210 +4%
GFP
839
Gryphon Financial Partners
Ohio
$595K +$3.17K +30 +0.5%
HI
840
Horizon Investments
North Carolina
$594K -$2.07M -19,630 -77%
W
841
WealthStone
Ohio
$587K +$17.4K +165 +3%
IAN
842
Integrated Advisors Network
Texas
$586K -$1.58K -15 -0.3%
PWA
843
Physician Wealth Advisors
Utah
$583K – – –
CB
844
CNB Bank
Pennsylvania
$580K +$130K +1,235 +27%
FBB
845
Fulton Breakefield Broenniman
Maryland
$579K +$611K +5,790 New
FAIM
846
Financial Advocates Investment Management
Washington
$578K -$274K -2,600 -31%
SAM
847
Silvercrest Asset Management
New York
$576K +$145K +1,375 +31%
MAM
848
Morse Asset Management
Connecticut
$575K -$1.78M -16,890 -75%
ECM
849
EMC Capital Management
Texas
$575K – – –
CWM
850
Chesapeake Wealth Management
Virginia
$574K -$73.9K -700 -11%
32 33
34
35 36