We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FFS
301
Founders Financial Securities
Maryland
$429K -$6.89K -108 -2%
BWP
302
BSW Wealth Partners
Colorado
$424K +$394K +6,184 New
WA
303
WealthTrust Axiom
Pennsylvania
$419K
BF
304
BOK Financial
Oklahoma
$415K -$91.2K -1,429 -19%
LWAM
305
Legacy Wealth Asset Management
Minnesota
$405K +$76.7K +1,203 +26%
V
306
Veritable
Delaware
$404K +$39.7K +623 +12%
SIA
307
SkyView Investment Advisors
New Jersey
$402K -$55.1K -863 -13%
KFP
308
KB Financial Partners
New Jersey
$395K -$57.3K -898 -13%
BPA
309
Beacon Pointe Advisors
California
$395K +$367K +5,756 New
P
310
Pitcairn
Pennsylvania
$395K +$9.82K +154 +3%
SFA
311
Sequoia Financial Advisors
Ohio
$392K +$132K +2,072 +57%
PBT
312
Pictet Bank & Trust
Bahamas
$376K
NFGCM
313
Norman Fields Gottscho Capital Management
New York
$374K -$155K -2,425 -31%
IWC
314
Integrated Wealth Concepts
Massachusetts
$352K +$829 +13 +0.3%
WTC
315
WhitTier Trust Company
Nevada
$343K -$3.19K -50 -1%
SB
316
Simmons Bank
Arkansas
$339K -$593K -9,300 -65%
BC
317
Bridgefront Capital
Texas
$337K -$137K -2,146 -30%
PAG
318
Private Advisor Group
New Jersey
$337K +$418K +6,555 New
S
319
SimplyRich
California
$325K +$303K +4,744 New
WWP
320
WR Wealth Planners
Missouri
$319K +$5.17K +81 +2%
HCP
321
Holt Capital Partners
Texas
$318K
MFG
322
MidWestOne Financial Group
Iowa
$318K +$4.59K +72 New
TPCW
323
TD Private Client Wealth
New York
$312K -$407K -6,373 -58%
William Blair & Company
324
William Blair & Company
Illinois
$309K -$85.4K -1,339 -23%
VCM
325
Virtue Capital Management
Tennessee
$308K +$287K +4,498 New