We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
I
526
INVST
Indiana
$892K +$23.5K +173 +3%
BFA
527
Beacon Financial Advisory
Ohio
$883K +$27.2K +200 +3%
MCP
528
Mirador Capital Partners
California
$882K +$1.9K +14 +0.2%
Verition Fund Management
529
Verition Fund Management
Connecticut
$878K -$392K -2,885 -30%
SPA
530
Sherbrooke Park Advisers
New York
$870K +$897K +6,600 New
CA
531
Cetera Advisors
Colorado
$860K +$101K +744 +13%
SIA
532
Strategic Investment Advisors
Michigan
$859K -$31.5K -232 -3%
BPA
533
Beacon Pointe Advisors
California
$857K -$88.6K -652 -9%
LAM
534
L2 Asset Management
Massachusetts
$855K +$8.56K +63 +1%
CA
535
Cullinan Associates
Kentucky
$847K +$873K +6,424 New
FWM
536
Forza Wealth Management
Florida
$846K +$873K +6,421 New
CIM
537
CIM Investment Management
Pennsylvania
$842K -$22.8K -168 -3%
Carson Wealth (CWM LLC)
538
Carson Wealth (CWM LLC)
Nebraska
$828K +$47.7K +351 +6%
GT
539
Greenleaf Trust
Michigan
$809K +$24.5K +180 +3%
RJT
540
Raymond James Trust
Florida
$803K -$128K -942 -13%
CT
541
Caldwell Trust
Florida
$799K -$86.7K -638 -10%
BFG
542
Bouchey Financial Group
New York
$793K +$2.85K +21 +0.4%
AWM
543
Apollon Wealth Management
South Carolina
$792K +$402K +2,955 +97%
SMH
544
Sanders Morris Harris
Texas
$791K – – –
MOS
545
MGO One Seven
Ohio
$791K +$5.57K +41 +0.7%
SAM
546
Shell Asset Management
Netherlands
$788K -$117K -863 -13%
ANTB
547
AMG National Trust Bank
Colorado
$780K -$40.8K -300 -5%
FNT
548
First National Trust
Pennsylvania
$778K +$436K +3,206 +119%
SAM
549
Strategy Asset Managers
California
$775K -$679 -5 -0.1%
Cerity Partners
550
Cerity Partners
New York
$772K -$329K -2,422 -29%