We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EHWM
451
Eads & Heald Wealth Management
Georgia
$358K
ASN
452
Advisory Services Network
Georgia
$358K +$4.05K +66 +1%
FTDI
453
First Trust Direct Indexing
Massachusetts
$352K +$363K +5,915 New
KAS
454
Kestra Advisory Services
Texas
$349K -$51.1K -834 -12%
EGA
455
Eagle Global Advisors
Texas
$346K
CM
456
Castleark Management
Illinois
$344K
BC
457
Burney Company
Virginia
$341K
MWPCG
458
Measured Wealth Private Client Group
New Hampshire
$340K +$42.2K +688 +14%
DILIC
459
Dai-ichi Life Insurance Company
Japan
$337K
DA
460
Denali Advisors
California
$330K -$1.12M -18,300 -77%
SIM
461
Sentry Investment Management
Wisconsin
$330K +$340K +5,549 New
WT
462
Whittier Trust
California
$329K
EHC
463
Everett Harris & Co
California
$321K -$68K -1,110 -17%
WS
464
Wedbush Securities
California
$320K -$9.13K -149 -3%
IC
465
IEQ Capital
California
$320K +$110K +1,792 +50%
BBNB
466
Baker Boyer National Bank
Washington
$315K +$352K +5,744 New
SCA
467
Sippican Capital Advisors
Massachusetts
$314K -$36.8K -600 -10%
APP
468
Alpha Paradigm Partners
Illinois
$314K
RWP
469
RWA Wealth Partners
Massachusetts
$306K
BDF
470
Balasa Dinverno & Foltz
$304K -$17.7K -288 -5%
CC
471
Centiva Capital
New York
$301K +$116K +1,896 +60%
NA
472
NewEdge Advisors
Louisiana
$299K -$538K -8,779 -64%
Federated Hermes
473
Federated Hermes
Pennsylvania
$289K +$54K +881 +22%
HPWM
474
Highland Private Wealth Management
Washington
$284K +$293K +4,773 New
Bank Julius Baer & Co
475
Bank Julius Baer & Co
Switzerland
$283K -$32.9K -537 -10%