We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
326
Lake Street Advisors Group
New Hampshire
$244K +$16.9K +407 +7%
AL
327
Aspiriant LLC
California
$243K +$253K +6,070 New
STA
328
Summit Trail Advisors
New York
$242K +$81.5K +1,959 +24%
CG
329
Caprock Group
Idaho
$240K -$3.12K -75 -1%
GAMC
330
Garner Asset Management Corp
Texas
$235K
PFPT
331
Pinnacle Financial Partners (Tennessee)
Tennessee
$234K -$59K -1,417 -20%
RWP
332
RWA Wealth Partners
Massachusetts
$232K
SSB
333
Sandy Spring Bank
Maryland
$229K +$162K +3,882 +212%
LBA
334
Letko, Brosseau & Associates
Quebec, Canada
$228K
RIA
335
Regal Investment Advisors
Michigan
$228K +$11.7K +281 +5%
Manulife (Manufacturers Life Insurance)
336
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$225K +$20.1K +484 +9%
BCM
337
BTC Capital Management
Iowa
$219K -$201K -4,841 -47%
MC
338
Miles Capital
Iowa
$218K +$25.1K +604 +13%
SWM
339
SVA Wealth Management
Wisconsin
$218K +$182K +4,369 New
SWP
340
Strategic Wealth Partners
Ohio
$217K -$26.1K -628 -10%
JWA
341
JFS Wealth Advisors
Pennsylvania
$214K +$49.8K +1,197 +29%
AP
342
Advisor Partners
California
$211K +$219K +5,258 New
FHA
343
First Horizon Advisors
Tennessee
$210K +$45.4K +1,090 +27%
BFS
344
Bradley Foster & Sargent
Connecticut
$209K +$20.8K +500 +11%
CBU
345
CIBC Bank USA
Illinois
$207K
MCM
346
MAI Capital Management
Ohio
$203K +$7.87K +189 +4%
WAM
347
Weatherly Asset Management
California
$203K +$211K +5,071 New
JFA
348
JNBA Financial Advisors
Minnesota
$202K
NA
349
NewEdge Advisors
Louisiana
$201K +$212K +5,091 New
Lazard Asset Management
350
Lazard Asset Management
New York
$200K