We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
851
Compass Wealth Management
Connecticut
$5.23M -$186K -355 -3%
SWIG
852
Strategic Wealth Investment Group
Kentucky
$5.21M +$437K +833 +9%
S
853
SignatureFD
Georgia
$5.19M +$398K +758 +8%
PSP
854
Pacific Sage Partners
Washington
$5.18M
IWP
855
Icon Wealth Partners
Texas
$5.18M -$82.4K -157 -2%
WCM
856
Wisconsin Capital Management
Wisconsin
$5.18M -$47.2K -90 -0.9%
SIM
857
Stratos Investment Management
Ohio
$5.18M +$1.95M +3,710 +58%
EW
858
Evoke Wealth
California
$5.17M -$101K -192 -2%
SWM
859
Sendero Wealth Management
Texas
$5.16M +$182K +347 +4%
SS
860
Simplicity Solutions
Minnesota
$5.11M -$287K -547 -5%
VAS
861
Vestmark Advisory Solutions
Massachusetts
$5.08M -$4.17M -7,946 -44%
AP
862
Appleton Partners
Massachusetts
$5.06M -$389K -741 -7%
LG
863
Leuthold Group
Minnesota
$5.05M -$96K -183 -2%
GAAM
864
Guinness Atkinson Asset Management
California
$5.04M -$21K -40 -0.4%
MP
865
McDonald Partners
Ohio
$5.04M -$88.7K -169 -2%
AWAU
866
Alliance Wealth Advisors (Utah)
Utah
$5.04M +$175K +334 +3%
FFP
867
FourThought Financial Partners
Florida
$5.02M -$407K -775 -7%
PA
868
Perennial Advisors
New York
$5.01M +$8.39K +16 +0.2%
CCG
869
Cypress Capital Group
Florida
$5M +$19.9K +38 +0.4%
PFS
870
Prospera Financial Services
Texas
$4.99M +$1.11M +2,111 +28%
DCM
871
Donaldson Capital Management
Indiana
$4.99M +$188K +359 +4%
CCS
872
Concentric Capital Strategies
Connecticut
$4.99M +$4.36M +8,308 +565%
IA
873
Icon Advisers
Colorado
$4.97M
M
874
Mirova
France
$4.96M -$1.01M -1,928 -17%
AAM
875
Alphadyne Asset Management
New York
$4.95M +$4.93M +9,388 +2,907%