We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
V
426
Veritable
Delaware
$379K +$40K +459 +11%
SPW
427
Sonoma Private Wealth
California
$376K +$389K +4,466 New
PTP
428
Platform Technology Partners
New York
$371K
Northwestern Mutual Wealth Management
429
Northwestern Mutual Wealth Management
Wisconsin
$367K +$14.6K +168 +4%
WCM
430
Whitener Capital Management
North Carolina
$365K -$53.3K -612 -12%
BRWA
431
B. Riley Wealth Advisors
Florida
$365K -$47.4K -544 -11%
BFEC
432
Benjamin F. Edwards & Company
Missouri
$364K -$25.9K -298 -6%
EF
433
Empirical Finance
Pennsylvania
$363K +$28.6K +328 +8%
DLA
434
Douglas Lane & Associates
New York
$362K
AIM
435
Anchor Investment Management
South Carolina
$354K -$27K -310 -7%
AP
436
Appleton Partners
Massachusetts
$354K -$6.79K -78 -2%
BIAS
437
Beacon Investment Advisory Services
New Jersey
$346K
KPWS
438
Kestra Private Wealth Services
Texas
$346K +$3.22K +37 +0.9%
ACI
439
Alpha Cubed Investments
California
$344K +$4.7K +54 +1%
SW
440
SVB Wealth
Massachusetts
$342K -$53.5K -615 -13%
YWP
441
YorkBridge Wealth Partners
New York
$338K -$14.4K -165 -4%
BCV
442
Banque Cantonale Vaudoise
Switzerland
$338K
EVM
443
Evelyn V. Moreno
$337K
EWA
444
EP Wealth Advisors
California
$335K +$346K +3,978 New
Brown Advisory
445
Brown Advisory
Maryland
$328K +$609 +7 +0.2%
BJL
446
Brighton Jones LLC
Washington
$325K -$328K -3,772 -49%
PA
447
Procyon Advisors
Connecticut
$324K -$20.9K -240 -6%
SA
448
Syntax Advisors
New York
$324K -$10.9K -125 -3%
VCG
449
Vantage Consulting Group
Virginia
$324K -$10.9K -125 -3%
BTWM
450
Baker Tilly Wealth Management
Wisconsin
$324K -$51.7K -594 -13%