We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
476
LCM Capital Management
Illinois
$557K +$10.6K +39 +2%
NFG
477
Nations Financial Group
Iowa
$551K -$13.3K -49 -2%
SMA
478
Sage Mountain Advisors
Georgia
$549K -$47.7K -175 -8%
MG
479
Mather Group
Illinois
$548K +$24.5K +90 +5%
WFI
480
West Family Investments
California
$546K -$1.12M -4,110 -67%
WI
481
WrapManager Inc
California
$545K -$120K -440 -18%
TA
482
Tectonic Advisors
Texas
$537K -$326K -1,198 -37%
CMI
483
Clare Market Investments
Texas
$537K +$545K +2,000 New
Toronto Dominion Bank
484
Toronto Dominion Bank
Ontario, Canada
$534K +$62.7K +230 +13%
WPC
485
Wedmont Private Capital
Pennsylvania
$533K +$35.7K +131 +7%
DS
486
DRW Securities
Illinois
$532K – – –
LGA
487
Lebenthal Global Advisors
New York
$529K +$537K +1,971 New
SGA
488
Strategic Global Advisors
California
$525K -$10.4K -38 -2%
HPG
489
Harvest Portfolios Group
Ontario, Canada
$521K -$411K -1,508 -44%
CWM
490
Circle Wealth Management
New Jersey
$516K -$199K -730 -28%
CH
491
Cromwell Holdings
Wyoming
$516K – – –
CI
492
CX Institutional
Indiana
$516K – – –
HNB
493
Huntington National Bank
Ohio
$515K -$68.9K -253 -12%
CIA
494
Choate Investment Advisors
Massachusetts
$514K +$40.9K +150 +9%
TPCW
495
TD Private Client Wealth
New York
$510K -$70.3K -258 -12%
FWA
496
FSM Wealth Advisors
Ohio
$508K +$60.2K +221 +13%
SL
497
Summitry LLC
California
$505K +$39.5K +145 +8%
OFS
498
OneAscent Financial Services
Alabama
$504K +$121K +443 +31%
AWM
499
Aprio Wealth Management
Georgia
$501K +$171K +626 +50%
BOH
500
Bank of Hawaii
Hawaii
$500K -$374K -1,372 -42%