We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
151
Crossmark Global Holdings
Texas
$267K +$2.7K +1,352 +1%
WC
152
Wynn Capital
Georgia
$266K +$32.5K +16,230 +17%
AWA
153
Arkadios Wealth Advisors
Georgia
$264K +$227K +113,406 New
Acadian Asset Management
154
Acadian Asset Management
Massachusetts
$264K +$228K +113,915 New
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$262K +$7.97K +3,986 +4%
CG
156
Caprock Group
Idaho
$257K +$88.6K +44,279 +68%
CT
157
Chicago Trust
Illinois
$256K +$73.5K +36,736 +50%
MC
158
Moors & Cabot
Massachusetts
$256K +$3K +1,500 +1%
IA
159
IFP Advisors
Florida
$256K +$49.9K +24,950 +29%
1WM
160
1900 Wealth Management
Texas
$254K
Jones Financial Companies
161
Jones Financial Companies
Missouri
$247K +$46.8K +23,408 +27%
Creative Planning
162
Creative Planning
Kansas
$245K -$428K -214,126 -67%
JG
163
Jain Global
New York
$239K +$205K +102,512 New
SFA
164
Sequoia Financial Advisors
Ohio
$232K +$63.5K +31,746 +47%
CC
165
Centiva Capital
New York
$230K +$197K +98,501 New
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$229K +$4.06K +2,028 +2%
Vanguard Personalized Indexing Management
167
Vanguard Personalized Indexing Management
California
$213K -$59.3K -29,637 -24%
TWC
168
TD Waterhouse Canada
Ontario, Canada
$209K -$119K -59,489 -40%
FCG
169
Fielder Capital Group
Tennessee
$207K
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$205K -$153K -76,308 -46%
UWS
171
Unique Wealth Strategies
Illinois
$203K +$5.63K +2,815 +3%
HC
172
Hara Capital
Washington
$200K -$191K -95,361 -53%
KeyBank National Association
173
KeyBank National Association
Ohio
$200K -$552K -275,833 -76%
CFO
174
Callan Family Office
Pennsylvania
$200K -$131K -65,272 -43%
CFO
175
CVA Family Office
Colorado
$186K