We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
551
Advisory Services Network
Georgia
$1.75M +$132K +1,576 +8%
KJWM
552
Kiley Juergens Wealth Management
Washington
$1.75M -$1.24M -14,851 -42%
SWP
553
Strategic Wealth Partners
Ohio
$1.73M +$196K +2,338 +13%
LAIC
554
Lederer & Associates Investment Counsel
California
$1.73M -$301K -3,595 -15%
UB
555
UMB Bank
Missouri
$1.72M -$33.9K -405 -2%
WCA
556
Waypoint Capital Advisors
Minnesota
$1.71M -$2.18K -26 -0.1%
AP
557
Appleton Partners
Massachusetts
$1.71M -$150K -1,790 -8%
APIM
558
Agate Pass Investment Management
Washington
$1.71M -$54.6K -652 -3%
HI
559
Harrington Investments
California
$1.7M +$12.1K +145 +0.7%
S
560
Seeyond
France
$1.7M +$77.2K +922 +5%
BOTW
561
Bank of the West
California
$1.69M +$1.67M +19,982 New
DBIA
562
Dumont & Blake Investment Advisors
New Jersey
$1.67M -$754 -9 -0%
AIM
563
Achmea Investment Management
Netherlands
$1.67M -$454K -5,419 -22%
BFM
564
Boston Financial Management
Massachusetts
$1.67M +$24.5K +293 +2%
PFS
565
Prospera Financial Services
Texas
$1.65M -$74.4K -888 -4%
HTC
566
Haverford Trust Company
Pennsylvania
$1.63M -$13.2K -157 -0.8%
CAM
567
Carret Asset Management
New York
$1.63M -$25.1K -300 -2%
SFO
568
Stokes Family Office
Louisiana
$1.63M -$84 -1 -0%
FCI
569
Financial Counselors Inc
Kansas
$1.63M +$148K +1,761 +10%
FAM
570
Formidable Asset Management
Ohio
$1.6M +$84 +1 +0%
NA
571
NewEdge Advisors
Louisiana
$1.6M +$51.5K +615 +3%
EIP
572
Epoch Investment Partners
New York
$1.6M +$24.7K +295 +2%
QC
573
Quadrature Capital
United Kingdom
$1.58M +$1.56M +18,637 New
BC
574
Burney Company
Virginia
$1.57M -$41K -490 -3%
BPA
575
Beacon Pointe Advisors
California
$1.55M -$2.63M -31,364 -63%