We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
301
Contravisory Investment Management
Massachusetts
$941K +$918K +16,960 New
PBK
302
Peoples Bank (Kansas)
Kansas
$939K -$2.71K -50 -0.3%
BTI
303
Blue Trust Inc
Georgia
$932K +$255K +4,708 +39%
SFA
304
Semmax Financial Advisors
North Carolina
$902K -$20.3K -375 -2%
GS
305
GTS Securities
Florida
$900K +$878K +16,219 New
BCM
306
Bayesian Capital Management
New York
$898K -$1.23M -22,700 -58%
PA
307
Profund Advisors
Maryland
$897K +$306K +5,646 +54%
BG
308
Bellevue Group
Switzerland
$887K +$866K +16,000 New
ISL
309
Ingalls & Snyder LLC
New York
$884K -$27.1K -500 -3%
AWS
310
Atria Wealth Solutions
New York
$879K -$97.1K -1,794 -10%
CFG
311
Cooper Financial Group
California
$869K +$127K +2,338 +18%
VA
312
Vident Advisory
Georgia
$863K +$108K +1,994 +15%
LSV Asset Management
313
LSV Asset Management
Illinois
$860K
CPWA
314
Cerro Pacific Wealth Advisors
California
$860K -$23K -425 -2%
ASN
315
Advisory Services Network
Georgia
$853K +$43.6K +806 +6%
ACA
316
American Capital Advisory
Idaho
$844K -$1.41K -26 -0.2%
CC
317
Courier Capital
New York
$826K -$38.5K -711 -5%
BFS
318
Bard Financial Services
Connecticut
$825K -$17.6K -325 -2%
PCM
319
Parsons Capital Management
Rhode Island
$816K +$83.9K +1,550 +12%
IWC
320
Integrated Wealth Concepts
Massachusetts
$816K -$88.5K -1,635 -10%
CCC
321
Chelsea Counsel Company
California
$816K -$6.77K -125 -0.8%
PFS
322
Prospera Financial Services
Texas
$808K +$119K +2,198 +18%
RCAG
323
Rehmann Capital Advisory Group
Michigan
$799K +$38.4K +709 +5%
BFG
324
Beacon Financial Group
Texas
$799K +$12K +222 +2%
MWP
325
Meriwether Wealth & Planning
Louisiana
$787K +$109K +2,017 +17%