We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KFSC
326
Keystone Financial Services (Colorado)
Colorado
$765K -$5.25K -97 -0.7%
LCWP
327
Legacy Capital Wealth Partners
Arkansas
$752K +$76.1K +1,406 +12%
VSQM
328
V-Square Quantitative Management
Illinois
$752K
KeyBank National Association
329
KeyBank National Association
Ohio
$745K +$180K +3,331 +33%
KMWM
330
Keudell/Morrison Wealth Management
Oregon
$731K +$14.1K +261 +2%
AFW
331
Avantra Family Wealth
Pennsylvania
$728K -$44.9K -829 -6%
CCA
332
Checchi Capital Advisers
California
$725K +$63.9K +1,180 +10%
GWMR
333
GC Wealth Management RIA
Massachusetts
$724K +$125K +2,302 +21%
ProShare Advisors
334
ProShare Advisors
Maryland
$719K -$70.3K -1,299 -9%
SAM
335
Smartleaf Asset Management
Massachusetts
$710K +$185K +3,415 +37%
IA
336
Integrity Alliance
Iowa
$706K +$689K +12,733 New
FCCM
337
First City Capital Management
Georgia
$700K
FTA
338
Financial & Tax Architects
Missouri
$696K +$39.3K +726 +6%
MA
339
Mezzasalma Advisors
New Jersey
$686K -$17.4K -321 -3%
HH
340
Hilltop Holdings
Texas
$685K +$6.6K +122 +1%
JIC
341
Johnson Investment Counsel
Ohio
$671K -$94.7K -1,750 -13%
Kayne Anderson Rudnick Investment Management
342
Kayne Anderson Rudnick Investment Management
California
$671K -$43.2K -798 -6%
FPAS
343
Focus Partners Advisor Solutions
Missouri
$670K +$90.2K +1,667 +16%
IC
344
IEQ Capital
California
$663K +$132K +2,443 +26%
CW
345
Code Waechter
Florida
$660K +$282K +5,212 +78%
NGA
346
Naples Global Advisors
Florida
$651K -$27.7K -511 -4%
HPM
347
Hudson Portfolio Management
New York
$650K -$16.2K -300 -2%
UWS
348
Unique Wealth Strategies
Illinois
$648K -$24.3K -449 -4%
PG
349
Patten Group
Tennessee
$647K -$28K -517 -4%
PA
350
Procyon Advisors
Connecticut
$644K +$8.98K +166 +1%