We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
1426
Claraphi Advisory Network
United States
$18.7M -$199K -1,532 -1%
RIA
1427
Regal Investment Advisors
Michigan
$18.6M +$17.6M +136,162 New
LOAMS
1428
Lombard Odier Asset Management (Switzerland)
Switzerland
$18.6M +$2.12M +16,333 +14%
WAP
1429
Wealthcare Advisory Partners
Pennsylvania
$18.6M -$201K -1,554 -1%
FIM
1430
Freedom Investment Management
Connecticut
$18.6M +$1.16M +8,918 +7%
CCC
1431
Chelsea Counsel Company
California
$18.5M -$220K -1,700 -1%
FMWA
1432
Forvis Mazars Wealth Advisors
Missouri
$18.5M -$1.14M -8,833 -6%
PP
1433
Paloma Partners
Connecticut
$18.5M -$118K -910 -0.7%
SAM
1434
Security Asset Management
New York
$18.5M -$828K -6,388 -5%
WCA
1435
Westover Capital Advisors
Delaware
$18.5M +$212K +1,636 +1%
BWP
1436
BSW Wealth Partners
Colorado
$18.5M +$152K +1,175 +0.9%
CLCM
1437
Crawford Lake Capital Management
New Jersey
$18.5M +$17.5M +134,872 New
BMC
1438
Benin Management Corp
Connecticut
$18.5M +$274K +2,111 +2%
CG
1439
CFO4Life Group
Texas
$18.5M -$82.8K -639 -0.5%
PTP
1440
Platform Technology Partners
New York
$18.5M +$17.5M +134,719 New
AGAM
1441
Avalon Global Asset Management
California
$18.4M
MWM
1442
Modera Wealth Management
New Jersey
$18.4M -$512K -3,948 -3%
BTWM
1443
Baker Tilly Wealth Management
Wisconsin
$18.3M +$2.27M +17,508 +15%
CAAS
1444
Capital Asset Advisory Services
Michigan
$18.3M -$1.39M -10,755 -7%
S
1445
Seeyond
France
$18.3M -$1.55M -11,942 -8%
IIC
1446
Ironwood Investment Counsel
Arizona
$18.3M +$143K +1,100 +0.8%
CWA
1447
Canvas Wealth Advisors
Kansas
$18.3M +$1.55M +11,925 +10%
DW
1448
Domani Wealth
Pennsylvania
$18.3M -$1.83M -14,096 -10%
AAM
1449
Augustine Asset Management
Florida
$18.3M -$4.96M -38,293 -22%
WCA
1450
Waratah Capital Advisors
Ontario, Canada
$18.3M +$17.3M +133,511 New