We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
501
Wealthspire Advisors (New York)
New York
$446K +$191K +992 +76%
SVWAG
502
Sound View Wealth Advisors Group
Georgia
$444K +$112K +578 +34%
IC
503
Intersect Capital
California
$440K -$24.9K -129 -5%
LP
504
LMR Partners
United Kingdom
$434K -$847K -4,388 -66%
AssetMark Inc
505
AssetMark Inc
California
$429K +$18.3K +95 +4%
ECM
506
Evergreen Capital Management
Washington
$423K
WCAMG
507
Woodard & Company Asset Management Group
North Carolina
$420K
WIA
508
Westbourne Investment Advisors
Maryland
$418K -$135K -700 -24%
CQS
509
Credential Qtrade Securities
$416K +$6.95K +36 +2%
RWM
510
Ritholtz Wealth Management
New York
$414K -$7.91K -41 -2%
NAM
511
NorthCoast Asset Management
Connecticut
$412K +$411K +2,131 New
NDSI
512
Newman Dignan & Sheerar Inc
Rhode Island
$410K
IA
513
IFG Advisors
Missouri
$407K +$406K +2,102 New
DADC
514
D.A. Davidson & Co
Montana
$405K -$80.7K -418 -17%
FT
515
Fiduciary Trust
Massachusetts
$400K +$50.2K +260 +14%
SCM
516
Shelton Capital Management
Colorado
$395K
PI
517
Putnam Investments
Massachusetts
$394K -$15.4K -80 -4%
TIM
518
Thompson Investment Management
Wisconsin
$387K
PA
519
Pinnacle Associates
New York
$387K +$386K +2,000 New
PFM
520
Parsec Financial Management
North Carolina
$384K
AWM
521
Altium Wealth Management
New York
$384K +$7.72K +40 +2%
FBFS
522
First Business Financial Services
Wisconsin
$382K
MSAM
523
Moloney Securities Asset Management
Missouri
$382K +$381K +1,972 New
CAL
524
Capital Analysts LLC
Pennsylvania
$374K -$24.1K -125 -6%
Acadian Asset Management
525
Acadian Asset Management
Massachusetts
$373K +$347K +1,797 +1,382%