We are live on ! Find out more
RF icon

Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$866K +$10.5K +556 +1%
MWM
352
MGB Wealth Management
Texas
$863K – – –
Jones Financial Companies
353
Jones Financial Companies
Missouri
$858K +$385K +20,386 +100%
DA
354
Duality Advisers
Florida
$853K +$192K +10,143 +33%
CTA
355
Colonial Trust Advisors
South Carolina
$852K +$30.6K +1,617 +4%
IAA
356
Independent Advisor Alliance
North Carolina
$849K -$11.1K -587 -1%
EP
357
Eudaimonia Partners
Tennessee
$849K +$1.53K +81 +0.2%
CAG
358
Csenge Advisory Group
Florida
$844K +$33.3K +1,761 +5%
CCG
359
Ceeto Capital Group
Florida
$838K – – –
CFGS
360
Concourse Financial Group Securities
Alabama
$837K +$265K +14,003 +55%
RIG
361
Ramiah Investment Group
Wisconsin
$834K +$1.72K +91 +0.2%
AWM
362
AE Wealth Management
Kansas
$832K -$1.48M -78,373 -66%
IIM
363
INTECH Investment Management
Florida
$829K +$745K +39,414 New
CWS
364
Confluence Wealth Services
Pennsylvania
$828K +$49.8K +2,635 +7%
EOJOAM
365
E. Ohman J:or Asset Management
Sweden
$818K – – –
MM
366
Meridian Management
Arkansas
$794K -$60.8K -3,213 -8%
RDWM
367
Red Door Wealth Management
Tennessee
$793K -$19.8K -1,046 -3%
CCC
368
Cincinnati Casualty Company
Ohio
$788K +$708K +37,440 New
MLICM
369
Metropolitan Life Insurance Company (MetLife)
New York
$784K -$11.2K -590 -2%
ACA
370
Aptus Capital Advisors
Alabama
$752K +$37.4K +1,976 +6%
PAG
371
Private Advisor Group
New Jersey
$750K -$83.7K -4,426 -11%
CC
372
Centiva Capital
New York
$744K +$381K +20,153 +132%
OC
373
Oppenheimer & Co
New York
$721K -$5.93M -313,855 -90%
EF
374
Empirical Finance
Pennsylvania
$721K +$21.4K +1,134 +3%
IFU
375
iSAM Funds (UK)
United Kingdom
$719K +$647K +34,195 New