We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
551
Geneos Wealth Management
Colorado
$25K
AS
552
Altshuler Shaham
Israel
$25K +$24.3K +280 New
RWA
553
Ropes Wealth Advisors
Massachusetts
$24K +$23.3K +268 New
RA
554
Rational Advisors
New York
$23K -$774K -8,917 -97%
EFSCE
555
Enterprise Financial Services Corp (EFSC)
Missouri
$22K
CI
556
CX Institutional
Indiana
$22K +$7.2K +83 +53%
1NWS
557
1 North Wealth Services
Maryland
$22K +$21.4K +246 New
HNB
558
Huntington National Bank
Ohio
$21K +$8.07K +93 +66%
FRA
559
Front Row Advisors
California
$20K -$6.77K -78 -26%
BCA
560
Berman Capital Advisors
Georgia
$20K
AIS
561
Accurate Investment Solutions
Pennsylvania
$20K +$19.4K +224 New
GSWM
562
Golden State Wealth Management
California
$18K
PWMG
563
Prestige Wealth Management Group
New Jersey
$18K
HIIFS
564
Harel Insurance Investments & Financial Services
Israel
$17K
GWS
565
Glassman Wealth Services
Virginia
$16K -$955 -11 -6%
WB
566
Webster Bank
Connecticut
$16K
BCI
567
Brinker Capital Investments
Pennsylvania
$16K +$14.9K +172 New
FDCDDQ
568
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.5K
GT
569
Glenmede Trust
Pennsylvania
$14.3K -$239K -2,758 -2%
SSB
570
Sandy Spring Bank
Maryland
$13K
TFO
571
Tarbox Family Office
California
$12K
TCM
572
Tradewinds Capital Management
Washington
$12K
SLF
573
Sun Life Financial
Ontario, Canada
$12K +$260 +3 +2%
GRP
574
Global Retirement Partners
California
$12K +$2.86K +33 +32%
CIAS
575
Capital Investment Advisory Services
North Carolina
$11K -$3.47K -40 -24%