We are live on ! Find out more
NYT icon

New York Times

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
326
Advisory Services Network
Georgia
$430K +$682 +11 +0.2%
Truist Financial
327
Truist Financial
North Carolina
$427K -$64.7K -1,043 -15%
SCP
328
Sivia Capital Partners
California
$420K +$375K +6,047 New
FNFDCM
329
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$415K
JIC
330
Joel Isaacson & Co
New York
$413K
VI
331
Vestcor Inc
New Brunswick, Canada
$408K +$110K +1,781 +43%
JSW
332
Journey Strategic Wealth
New Jersey
$404K +$20.9K +337 +6%
SI
333
Seeds Investor
New York
$398K +$47.5K +766 +15%
KPWS
334
Kestra Private Wealth Services
Texas
$397K +$44.3K +715 +14%
NDSIB
335
North Dakota State Investment Board
North Dakota
$392K +$350K +5,649 New
FAL
336
Focused Alpha LLC
Colorado
$390K +$348K +5,615 New
FFA
337
Farther Finance Advisors
California
$387K +$76.8K +1,239 +29%
WWC
338
Waypoint Wealth Counsel
Georgia
$383K -$20.6K -333 -6%
SCM
339
Shelton Capital Management
Colorado
$375K -$27.3K -440 -8%
WA
340
Waverly Advisors
Alabama
$372K +$96.7K +1,559 +41%
FTWA
341
Fifth Third Wealth Advisors
Ohio
$365K +$868 +14 +0.3%
PA
342
Procyon Advisors
Connecticut
$361K +$434 +7 +0.1%
CIBC Asset Management
343
CIBC Asset Management
Ontario, Canada
$360K
TCA
344
Transcend Capital Advisors
New Jersey
$357K +$36.1K +582 +13%
FFM
345
Forum Financial Management
Illinois
$356K +$372 +6 +0.1%
GC
346
Guggenheim Capital
Illinois
$351K +$314K +5,061 New
LSV Asset Management
347
LSV Asset Management
Illinois
$340K
MFAM
348
Motley Fool Asset Management
Virginia
$340K +$2.29K +37 +0.8%
AWM
349
AE Wealth Management
Kansas
$336K +$26.7K +431 +10%
PA
350
Pinnacle Associates
New York
$327K +$292K +4,711 New