We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
301
Patriot Investment Management Group
Tennessee
$335K -$9.25K -101 -3%
MIA
302
MainStreet Investment Advisors
Illinois
$335K -$7.14K -78 -2%
KCM
303
Kendall Capital Management
Maryland
$333K -$23.8K -260 -7%
CGH
304
Crossmark Global Holdings
Texas
$324K -$1.3M -14,141 -81%
CFSG
305
Clark Financial Services Group
Missouri
$320K -$550 -6 -0.2%
ACA
306
Aptus Capital Advisors
Alabama
$320K +$11.5K +126 +4%
PFS
307
Prospera Financial Services
Texas
$320K -$5.95K -65 -2%
RFC
308
Regions Financial Corp
Alabama
$319K -$11.4K -125 -4%
A
309
AlphaQuest
New York
$315K +$305K +3,329 New
PSIWM
310
Paradigm Strategies in Wealth Management
Minnesota
$308K +$2.11K +23 +0.7%
RJT
311
Raymond James Trust
Florida
$303K +$16.4K +179 +6%
Mercer Global Advisors
312
Mercer Global Advisors
Colorado
$303K -$89.8K -980 -23%
CIA
313
Capital Investment Advisors
Georgia
$299K +$2.56K +28 +0.9%
SLC
314
Second Line Capital
Louisiana
$299K +$289K +3,150 New
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$294K -$24.6K -268 -8%
AFAS
316
Acorn Financial Advisory Services
Virginia
$294K +$1.65K +18 +0.6%
RWP
317
RWA Wealth Partners
Massachusetts
$284K +$275K +3,000 New
BP
318
Ballentine Partners
Massachusetts
$284K -$135K -1,476 -33%
PTC
319
Petrus Trust Company
Texas
$283K -$219K -2,395 -45%
LCM
320
Landscape Capital Management
New Jersey
$282K +$273K +2,977 New
KCM
321
Kaye Capital Management
California
$282K
SSA
322
Sierra Summit Advisors
Nevada
$279K +$269K +2,940 New
WCA
323
Waratah Capital Advisors
Ontario, Canada
$275K +$266K +2,903 New
DekaBank Deutsche Girozentrale
324
DekaBank Deutsche Girozentrale
Germany
$275K
SEI Investments
325
SEI Investments
Pennsylvania
$275K +$8.89K +97 +3%