We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1226
Prelude Capital Management
New York
$729K -$385K -2,059 -36%
SFA
1227
Source Financial Advisors
New York
$728K +$1.5K +8 +0.2%
BP
1228
Ballentine Partners
Massachusetts
$722K +$48.3K +258 +8%
WCM
1229
Whitener Capital Management
North Carolina
$722K +$130K +692 +23%
WSFS
1230
Wilmington Savings Fund Society
Delaware
$719K -$41K -219 -6%
NFSG
1231
Newbridge Financial Services Group
Florida
$714K -$38.7K -207 -5%
NFP
1232
Narus Financial Partners
Utah
$713K +$674K +3,600 New
EP
1233
Edgestream Partners
New Jersey
$713K +$674K +3,602 New
SWA
1234
Sutton Wealth Advisors
Florida
$711K +$19.7K +105 +3%
TAM
1235
Tealwood Asset Management
Minnesota
$709K
SC
1236
SouthState Corp
Florida
$707K -$59K -315 -8%
MWM
1237
Mission Wealth Management
California
$705K +$43K +230 +7%
VAS
1238
Valicenti Advisory Services
New York
$703K -$234K -1,250 -26%
LCM
1239
Logan Capital Management
Pennsylvania
$703K +$936 +5 +0.1%
WMA
1240
Wealth Management Associates
New Jersey
$702K +$187 +1 +0%
CL
1241
CSS LLC
Illinois
$702K +$663K +3,545 New
FHC
1242
First Horizon Corporation
Tennessee
$692K -$2.84M -15,151 -81%
KCM
1243
Kendall Capital Management
Maryland
$691K
ALAM
1244
Asahi Life Asset Management
Japan
$687K +$649K +3,470 New
EGA
1245
E&G Advisors
Texas
$686K +$158K +844 +32%
XS
1246
XR Securities
Illinois
$683K +$645K +3,446 New
BDFN
1247
Bond & Devick Financial Network
Minnesota
$681K -$1.87K -10 -0.3%
MYIA
1248
Mount Yale Investment Advisors
Colorado
$681K +$643K +3,436 New
IF
1249
Intrua Financial
Texas
$679K +$195K +1,043 +46%
QPWM
1250
Quadrant Private Wealth Management
Pennsylvania
$678K +$97K +518 +18%