We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
601
Beacon Pointe Advisors
California
$676K +$39.7K +136 +6%
YWP
602
YorkBridge Wealth Partners
New York
$668K -$48.2K -165 -7%
CA
603
Cetera Advisors
Colorado
$659K +$642K +2,197 New
WFC
604
Western Financial Corp
California
$653K +$12K +41 +2%
STA
605
Summit Trail Advisors
New York
$652K +$39.2K +134 +7%
SEC
606
Seven Eight Capital
New York
$652K +$634K +2,171 New
CG
607
Cutler Group
California
$651K +$178K +608 +39%
SIM
608
Sentry Investment Management
Wisconsin
$646K +$198K +678 +46%
ZB
609
Zions Bancorporation
Utah
$643K +$69.5K +238 +13%
ASN
610
Advisory Services Network
Georgia
$641K +$5.26K +18 +0.8%
TA
611
Tectonic Advisors
Texas
$638K
JIC
612
Joel Isaacson & Co
New York
$636K
CBNLCF
613
Cognios Beta Neutral Large Cap Fund
Kansas
$634K +$617K +2,113 New
PAG
614
Private Advisor Group
New Jersey
$634K +$646K +2,211 +67%
WorldQuant Millennium Advisors
615
WorldQuant Millennium Advisors
New York
$632K -$9.64M -32,976 -94%
NSIM
616
North Star Investment Management
Illinois
$627K +$1.46K +5 +0.2%
BRWA
617
B. Riley Wealth Advisors
Florida
$627K +$164K +561 +37%
OTPPB
618
Ontario Teachers' Pension Plan Board
Ontario, Canada
$621K +$605K +2,070 New
SIA
619
SkyView Investment Advisors
New Jersey
$621K +$7.89K +27 +1%
KFP
620
KB Financial Partners
New Jersey
$619K +$4.38K +15 +0.7%
RI
621
Ridgewood Investments
New Jersey
$613K
FPAS
622
Focus Partners Advisor Solutions
Missouri
$609K -$37.4K -128 -6%
MM
623
MQS Management
New York
$607K +$591K +2,022 New
VCM
624
Vigilant Capital Management
Maine
$604K -$28.3K -97 -5%
LAM
625
Lountzis Asset Management
Pennsylvania
$604K