We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
751
Personal CFO Solutions
New Jersey
$279K +$5.07K +46 +2%
AC
752
Avestar Capital
New York
$278K -$661 -6 -0.2%
PP
753
PDS Planning
Ohio
$276K +$7.28K +66 +3%
RPWA
754
Regent Peak Wealth Advisors
Georgia
$275K +$331 +3 +0.1%
TIAA Trust, National Association
755
TIAA Trust, National Association
North Carolina
$275K +$17.1K +155 +6%
PFBT
756
Parkside Financial Bank & Trust
Missouri
$273K +$5.95K +54 +2%
QI
757
Qtron Investments
Massachusetts
$272K -$564K -5,119 -66%
LC
758
Lindbrook Capital
California
$272K +$16K +145 +6%
TCOO
759
Trust Company of Oklahoma
Oklahoma
$271K
FRM
760
Fox Run Management
Connecticut
$270K +$289K +2,622 New
MFIM
761
Mesirow Financial Investment Management
Illinois
$270K +$288K +2,617 New
HGWM
762
Horst & Graben Wealth Management
Oregon
$264K +$772 +7 +0.3%
WW
763
Westshore Wealth
California
$264K -$12.7K -115 -4%
TI
764
TrueMark Investments
Illinois
$264K +$282K +2,561 New
ACM
765
Advisors Capital Management
New Jersey
$263K +$26.1K +237 +10%
DBRC
766
D.B. Root & Company
Pennsylvania
$262K -$30.4K -276 -10%
DC
767
Davenport & Co
Virginia
$261K +$279K +2,533 New
MLA
768
My Legacy Advisors
Oregon
$261K
BIM
769
Baldwin Investment Management
Pennsylvania
$260K +$33.1K +300 +13%
FMLI
770
Fukoku Mutual Life Insurance
Japan
$260K +$31K +281 +13%
FFN
771
Focus Financial Network
Minnesota
$259K
BCM
772
Brookstone Capital Management
Illinois
$258K +$10.4K +94 +4%
NG
773
Norden Group
Utah
$255K +$220 +2 +0.1%
ICP
774
Interchange Capital Partners
Pennsylvania
$254K +$272K +2,465 New
PCM
775
Penserra Capital Management
California
$251K -$231K -2,096 -46%