We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GM
1226
GeoWealth Management
Illinois
$730K -$53.9K -288 -7%
PCM
1227
Prelude Capital Management
New York
$729K -$385K -2,059 -36%
SFA
1228
Source Financial Advisors
New York
$728K +$1.5K +8 +0.2%
Ballentine Partners
1229
Ballentine Partners
Massachusetts
$722K +$48.3K +258 +8%
WCM
1230
Whitener Capital Management
North Carolina
$722K +$130K +692 +23%
Wilmington Savings Fund Society
1231
Wilmington Savings Fund Society
Delaware
$719K -$41K -219 -6%
NFSG
1232
Newbridge Financial Services Group
Florida
$714K -$38.7K -207 -5%
NFP
1233
Narus Financial Partners
Utah
$713K +$674K +3,600 New
EP
1234
Edgestream Partners
New Jersey
$713K +$674K +3,602 New
SWA
1235
Sutton Wealth Advisors
Florida
$711K +$19.7K +105 +3%
TAM
1236
Tealwood Asset Management
Minnesota
$709K – – –
SouthState Corp
1237
SouthState Corp
Florida
$707K -$59K -315 -8%
Mission Wealth Management
1238
Mission Wealth Management
California
$705K +$43K +230 +7%
VAS
1239
Valicenti Advisory Services
New York
$703K -$234K -1,250 -26%
LCM
1240
Logan Capital Management
Pennsylvania
$703K +$936 +5 +0.1%
WMA
1241
Wealth Management Associates
New Jersey
$702K +$187 +1 +0%
CL
1242
CSS LLC
Illinois
$702K +$663K +3,545 New
FHC
1243
First Horizon Corporation
Tennessee
$692K -$2.84M -15,151 -81%
KCM
1244
Kendall Capital Management
Maryland
$691K – – –
ALAM
1245
Asahi Life Asset Management
Japan
$687K +$649K +3,470 New
EGA
1246
E&G Advisors
Texas
$686K +$158K +844 +32%
XS
1247
XR Securities
Illinois
$683K +$645K +3,446 New
BDFN
1248
Bond & Devick Financial Network
Minnesota
$681K -$1.87K -10 -0.3%
Mount Yale Investment Advisors
1249
Mount Yale Investment Advisors
Colorado
$681K +$643K +3,436 New
IF
1250
Intrua Financial
Texas
$679K +$195K +1,043 +46%