We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
351
Carroll Financial Associates
North Carolina
$207K -$18.7K -289 -9%
HB
352
Homrich & Berg
Georgia
$207K +$194K +3,004 New
WTFG
353
Wells Trecaso Financial Group
Ohio
$207K +$194K +3,004 New
ST
354
Spinnaker Trust
Maine
$206K +$194K +3,000 New
P
355
Pitcairn
Pennsylvania
$203K +$190K +2,942 New
OIA
356
OneDigital Investment Advisors
Kansas
$201K +$189K +2,921 New
BAM
357
Belpointe Asset Management
Nevada
$195K +$29.7K +460 +17%
WT
358
Whittier Trust
California
$183K
WB
359
Webster Bank
Connecticut
$175K -$28.6K -442 -15%
DMBA
360
Deseret Mutual Benefit Administrators
Utah
$171K +$161K +2,485 New
SIM
361
Sentry Investment Management
Wisconsin
$164K
JIR
362
James Investment Research
Ohio
$156K +$48.7K +754 +50%
Northwestern Mutual Wealth Management
363
Northwestern Mutual Wealth Management
Wisconsin
$151K -$29.8K -461 -17%
OIA
364
Optimum Investment Advisors
Illinois
$110K
QCG
365
Quadrant Capital Group
Ohio
$106K +$1.1K +17 +1%
GWM
366
Geneos Wealth Management
Colorado
$104K +$4.91K +76 +5%
HI
367
Hudock Inc
Pennsylvania
$99K
Rockefeller Capital Management
368
Rockefeller Capital Management
New York
$93K -$8.66K -134 -9%
FCB
369
First Command Bank
Texas
$92K
FCFS
370
First Command Financial Services
Texas
$92K
S
371
SignatureFD
Georgia
$92K +$388 +6 +0.5%
FWM
372
Focused Wealth Management
New York
$90K +$65 +1 +0.1%
EAM
373
Exos Asset Management
New York
$88K +$82.4K +1,274 New
FI
374
FormulaFolio Investments
Michigan
$87K
SBL
375
Sargent Bickham Lagudis
Colorado
$83K