We are live on ! Find out more
STT icon

State Street

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
751
Kingsview Wealth Management
Oregon
$216K -$24.4K -255 -10%
BHWM
752
Bar Harbor Wealth Management
New Hampshire
$215K +$30K +314 +15%
HFAS
753
Hummer Financial Advisory Services
Illinois
$215K
MG
754
Mather Group
Illinois
$213K -$4.3K -45 -2%
CWP
755
Capital Wealth Planning
Florida
$213K
PA
756
Parallel Advisors
California
$211K -$12.9K -135 -5%
IAG
757
Investment Advisory Group
Massachusetts
$211K +$225K +2,356 New
CCA
758
Cobblestone Capital Advisors
New York
$210K
AWA
759
Aaron Wealth Advisors
Illinois
$210K -$7.36K -77 -3%
SMA
760
Sage Mountain Advisors
Georgia
$210K -$36.4K -381 -14%
LA
761
LM Advisors
California
$209K +$478 +5 +0.2%
TBA
762
Tower Bridge Advisors
Pennsylvania
$208K -$4.78K -50 -2%
CPIG
763
Chicago Partners Investment Group
Illinois
$208K +$217K +2,272 New
JWBC
764
J.W. Burns & Co
New York
$207K -$8.6K -90 -4%
FHA
765
First Horizon Advisors
Tennessee
$206K +$4.68K +49 +2%
VCAM
766
Van Cleef Asset Management
Ohio
$206K -$4.78K -50 -2%
Massachusetts Financial Services
767
Massachusetts Financial Services
Massachusetts
$206K +$20.1K +210 +10%
SWP
768
Stratos Wealth Partners
Ohio
$205K -$27.3K -286 -11%
William Blair Investment Management
769
William Blair Investment Management
Illinois
$204K +$218K +2,281 New
KFI
770
Key Financial Inc
Pennsylvania
$204K
UB
771
UMB Bank
Missouri
$203K +$16.8K +176 +8%
CT
772
Colonial Trust
South Carolina
$202K +$2.2K +23 +1%
ACA
773
Aptus Capital Advisors
Alabama
$202K +$3.34K +35 +2%
IAA
774
Independent Advisor Alliance
North Carolina
$201K -$16.5K -173 -7%
SAM
775
Smartleaf Asset Management
Massachusetts
$201K +$12K +126 +6%