We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
426
Icon Wealth Advisors
Texas
$210K -$23.1K -300 -10%
MOS
427
MGO One Seven
Ohio
$209K -$13.6K -177 -6%
AO
428
Advisor OS
Illinois
$208K -$379K -4,926 -65%
OWCM
429
One Wealth Capital Management
Arizona
$205K +$201K +2,607 New
MG
430
Mather Group
Illinois
$204K
CAM
431
Cypress Asset Management
Texas
$200K +$196K +2,543 New
LI
432
LRI Investments
Florida
$199K -$17.5K -227 -8%
PWPS
433
Pinnacle Wealth Planning Services
Ohio
$199K +$194K +2,521 New
DMIC
434
Dixon Mitchell Investment Counsel
British Columbia, Canada
$196K +$191K +2,481 New
SPIA
435
Steward Partners Investment Advisory
New York
$191K +$11.7K +152 +7%
PA
436
Parallel Advisors
California
$174K +$45.4K +590 +36%
FDCDDQ
437
Federation des caisses Desjardins du Quebec
Quebec, Canada
$168K -$505K -6,565 -75%
SG Americas Securities
438
SG Americas Securities
New York
$162K -$85.7K -1,113 -35%
Carson Wealth (CWM LLC)
439
Carson Wealth (CWM LLC)
Nebraska
$160K +$37.6K +488 +32%
HPC
440
HM Payson & Co
Maine
$158K
EWA
441
EverSource Wealth Advisors
Alabama
$151K +$14.4K +187 +11%
HNB
442
Huntington National Bank
Ohio
$151K -$7.7K -100 -5%
BWA
443
Basecamp Wealth Advisors
Washington
$150K +$146K +1,900 New
MLA
444
MB, Levis & Associates
Pennsylvania
$125K
GRP
445
Global Retirement Partners
California
$124K -$80.7K -1,048 -40%
WSFS
446
Wilmington Savings Fund Society
Delaware
$120K -$4.85K -63 -4%
SAG
447
SageView Advisory Group
California
$116K +$114K +1,478 New
MB
448
MidFirst Bank
Oklahoma
$115K +$169K +2,197 New
AAP
449
Arax Advisory Partners
Colorado
$115K +$57.7K +750 +107%
TPCW
450
TD Private Client Wealth
New York
$114K -$86.5K -1,123 -44%