We are live on ! Find out more
RF icon

Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
GCWM
426
Graham Capital Wealth Management
District of Columbia
$557K +$65.3K +3,000 New
JWCA
427
J.W. Cole Advisors
Florida
$550K +$4.4K +202 +0.7%
SAI
428
Systematic Alpha Investments
New Jersey
$550K
CAG
429
Csenge Advisory Group
Florida
$549K -$8.51K -391 -1%
IC
430
IEQ Capital
California
$545K +$42.5K +1,952 +7%
NMIMC
431
Northwestern Mutual Investment Management Company
Wisconsin
$545K +$1.55K +71 +0.2%
LWM
432
LJI Wealth Management
Indiana
$541K +$18.5K +850 +3%
PWPS
433
Pinnacle Wealth Planning Services
Ohio
$538K +$631K +28,984 New
CA
434
Callahan Advisors
Texas
$535K +$21.8K +1,000 +4%
HIP
435
HUB Investment Partners
Texas
$532K +$624K +28,637 New
IAIM
436
Industrial Alliance Investment Management
Quebec, Canada
$528K +$619K +28,430 New
S
437
SignatureFD
Georgia
$527K -$70.4K -3,231 -10%
VanEck Associates
438
VanEck Associates
New York
$523K +$33.4K +1,535 +6%
MA
439
Montag & Associates
Georgia
$517K
CIAS
440
Capital Investment Advisory Services
North Carolina
$513K
First Manhattan
441
First Manhattan
New York
$508K +$39.5K +1,816 +7%
PTC
442
Petrus Trust Company
Texas
$504K +$591K +27,146 New
WWM
443
Western Wealth Management
Colorado
$500K -$2.22K -102 -0.4%
QPWM
444
Quadrant Private Wealth Management
Pennsylvania
$496K -$29.2K -1,340 -5%
EF
445
Empirical Finance
Pennsylvania
$494K +$26.8K +1,232 +5%
LIM
446
Lathrop Investment Management
Arkansas
$493K -$21.8K -1,000 -4%
TPW
447
Transatlantique Private Wealth
New York
$491K -$200K -9,166 -26%
FMWA
448
Forvis Mazars Wealth Advisors
Missouri
$490K
PFO
449
Pathstone Family Office
New Jersey
$489K -$1.35M -61,974 -71%
MYAM
450
Meiji Yasuda Asset Management
Japan
$488K +$4.14K +190 +0.7%