We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
426
Advisory Services Network
Georgia
$145M +$5.25M +28,641 +4%
BFO
427
Biltmore Family Office
North Carolina
$144M -$5.23M -28,535 -3%
API
428
Advisor Partners II
California
$143M +$9.44M +51,497 +7%
LNWWM
429
Laird Norton Wetherby Wealth Management
California
$142M +$1.17M +6,389 +0.8%
SFA
430
Sequoia Financial Advisors
Ohio
$140M +$2.04M +11,108 +1%
PP
431
Prudential plc
United Kingdom
$139M +$798K +4,350 +0.5%
SBIA
432
Sheaff Brock Investment Advisors
Indiana
$138M -$1.44M -7,829 -1%
SAM
433
Silvercrest Asset Management
New York
$138M -$250K -1,363 -0.2%
JSW
434
Journey Strategic Wealth
New Jersey
$138M +$131K +717 +0.1%
PP
435
Patten & Patten
Tennessee
$137M -$2.27M -12,375 -2%
BCI
436
Brinker Capital Investments
Pennsylvania
$137M +$50.5M +275,156 +52%
OPS
437
Orion Portfolio Solutions
Nebraska
$137M +$50.5M +275,156 +52%
TFA
438
Teamwork Financial Advisors
Texas
$137M +$2.06M +11,226 +1%
SPC
439
Sigma Planning Corp
Michigan
$136M -$5.16M -28,124 -3%
DILIC
440
Dai-ichi Life Insurance Company
Japan
$135M -$6.06M -33,050 -4%
PCIA
441
Prime Capital Investment Advisors
Kansas
$135M -$14.3M -77,864 -9%
CA
442
Cullinan Associates
Kentucky
$134M +$8.48M +46,216 +6%
BRWA
443
B. Riley Wealth Advisors
Florida
$133M -$109M -592,336 -43%
HIMC
444
Heritage Investors Management Corp
Maryland
$133M -$3.36M -18,331 -2%
PCM
445
Parsons Capital Management
Rhode Island
$133M -$633K -3,454 -0.4%
EPFB
446
Employees Provident Fund Board
Malaysia
$132M +$142M +772,500 New
HW
447
Hancock Whitney
Mississippi
$132M -$9.96M -54,309 -7%
CSIC
448
Clifford Swan Investment Counsel
California
$132M -$3.49M -19,046 -2%
SI
449
Stephens Inc
Arkansas
$132M -$7.32M -39,911 -5%
CT
450
Cambridge Trust
Massachusetts
$132M +$3.27M +17,821 +2%