We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
426
Anchor Investment Management
South Carolina
$545K +$36.5K +325 +8%
PWM
427
Perigon Wealth Management
California
$540K +$15.1K +135 +3%
PAG
428
Private Advisor Group
New Jersey
$536K +$69.5K +620 +16%
PA
429
Procyon Advisors
Connecticut
$535K +$53.2K +474 +12%
Brown Advisory
430
Brown Advisory
Maryland
$533K +$82.8K +738 +20%
BFEC
431
Benjamin F. Edwards & Company
Missouri
$532K +$7.74K +69 +2%
AWS
432
Atria Wealth Solutions
New York
$530K +$498K +4,437 New
MIM
433
MTM Investment Management
South Carolina
$525K -$25.2K -225 -5%
PTP
434
Platform Technology Partners
New York
$525K -$9.31K -83 -2%
DLA
435
Douglas Lane & Associates
New York
$517K +$3.7K +33 +0.8%
BAM
436
Blueshift Asset Management
New Jersey
$513K +$482K +4,294 New
BHWM
437
Bar Harbor Wealth Management
New Hampshire
$512K +$481K +4,286 New
CAN
438
Cetera Advisor Networks
California
$510K +$5.94K +53 +1%
AP
439
Appleton Partners
Massachusetts
$508K -$17.8K -159 -4%
Balyasny Asset Management
440
Balyasny Asset Management
Illinois
$495K -$60.2K -537 -11%
BIAS
441
Beacon Investment Advisory Services
New Jersey
$492K – – –
KPWS
442
Kestra Private Wealth Services
Texas
$490K -$21.8K -194 -5%
NL
443
NKCFO LLC
Illinois
$489K +$460K +4,100 New
HI
444
Horizon Investments
North Carolina
$480K +$451K +4,021 New
APA
445
American Portfolios Advisors
New York
$479K +$173K +1,540 +62%
DWA
446
Douglass Winthrop Advisors
New York
$475K – – –
RIM
447
Redpoint Investment Management
Australia
$474K – – –
CCP
448
Corient Capital Partners
California
$470K +$27.7K +247 +7%
Cambridge Investment Research Advisors
449
Cambridge Investment Research Advisors
Iowa
$459K -$2.69K -24 -0.6%
LNWWM
450
Laird Norton Wetherby Wealth Management
California
$455K -$14.7K -131 -3%