We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
401
Blue Trust Inc
Georgia
$603K -$43.5K -211 -6%
ST
402
Sentinel Trust
Texas
$601K +$724K +3,510 New
LA
403
LVW Advisors
New York
$595K +$57.8K +280 +9%
ATC
404
Argent Trust Co
Tennessee
$589K +$154K +746 +28%
KCM
405
Kathmere Capital Management
Pennsylvania
$587K -$179K -869 -20%
JFG
406
Jefferies Financial Group
New York
$585K +$705K +3,417 New
SSA
407
Schonfeld Strategic Advisors
New York
$582K -$3.31M -16,038 -83%
SRC
408
Sage Rhino Capital
California
$579K -$4.33K -21 -0.6%
AIM
409
Aigen Investment Management
New York
$578K -$586K -2,837 -46%
HCMG
410
Howard Capital Management Group
California
$578K
DT
411
Diversified Trust
Tennessee
$577K -$41.3K -200 -6%
MWM
412
Meridian Wealth Management
Kentucky
$576K -$31K -150 -4%
IWC
413
Integrated Wealth Concepts
Massachusetts
$570K +$200K +970 +41%
SFS
414
Sowell Financial Services
Arkansas
$568K +$161K +778 +31%
SC
415
Savant Capital
Illinois
$566K +$278K +1,349 +69%
CA
416
Clearstead Advisors
Ohio
$566K -$301K -1,458 -31%
RCAG
417
Rehmann Capital Advisory Group
Michigan
$564K +$9.91K +48 +1%
TAM
418
Tocqueville Asset Management
New York
$559K -$9.29K -45 -1%
AF
419
Allworth Financial
California
$557K +$111K +538 +20%
KPWS
420
Kestra Private Wealth Services
Texas
$556K +$431K +2,087 +180%
Vontobel Holding
421
Vontobel Holding
Switzerland
$551K +$115K +557 +21%
CGPCS
422
Capital Group Private Client Services
California
$541K -$58.2K -282 -8%
IAS
423
Insigneo Advisory Services
Florida
$534K +$16.9K +82 +3%
UWS
424
Unique Wealth Strategies
Illinois
$532K +$642K +3,110 New
BAM
425
Blueshift Asset Management
New Jersey
$530K +$461K +2,234 +259%