We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
351
Forvis Mazars Wealth Advisors
Missouri
$259K +$11.6K +253 +4%
BWCS
352
Beirne Wealth Consulting Services
Connecticut
$258K – – –
FIM
353
Freedom Investment Management
Connecticut
$258K +$2.01K +44 +0.7%
BFO
354
Boston Family Office
Massachusetts
$256K – – –
MNBTD
355
Moody National Bank Trust Division
Texas
$255K +$40.2K +879 +17%
GC
356
Gratus Capital
Georgia
$254K -$9.14K -200 -3%
BEAM
357
Baker Ellis Asset Management
Washington
$253K – – –
RFC
358
Regions Financial Corp
Alabama
$249K -$4.39K -96 -2%
CI Investments Inc
359
CI Investments Inc
Ontario, Canada
$249K +$17.1K +374 +7%
IRF
360
IBM Retirement Fund
New York
$247K – – –
MYAM
361
Meiji Yasuda Asset Management
Japan
$246K – – –
FWCM
362
Ferguson Wellman Capital Management
Oregon
$239K – – –
DA
363
Doliver Advisors
Texas
$238K – – –
JWA
364
JFS Wealth Advisors
Pennsylvania
$237K +$237K +5,189 +1,358%
JFGIW
365
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$231K +$248K +5,422 New
MGIA
366
Moneta Group Investment Advisors
Missouri
$230K +$914 +20 +0.4%
H
367
HoyleCohen
California
$229K – – –
HC
368
Hendley & Co
Ohio
$219K +$235K +5,140 New
SOW
369
State of Wyoming
Wyoming
$217K +$29.2K +639 +14%
WI
370
WrapManager Inc
California
$216K -$8.68K -190 -4%
QPWM
371
Quadrant Private Wealth Management
Pennsylvania
$213K – – –
ACP
372
Arcus Capital Partners
Georgia
$212K +$1.37K +30 +0.6%
KAS
373
Kestra Advisory Services
Texas
$212K +$18K +393 +9%
AI
374
AXS Investments
New York
$212K +$227K +4,971 New
PA
375
Procyon Advisors
Connecticut
$211K +$15.6K +341 +7%