We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NWAG
326
Net Worth Advisory Group
Utah
$287K +$308K +393 New
PP
327
PDS Planning
Ohio
$283K -$11K -14 -3%
WMA
328
Wealth Management Associates
New Jersey
$280K -$121K -155 -29%
EFG
329
Everhart Financial Group
Ohio
$280K +$783 +1 +0.3%
WFI
330
West Family Investments
California
$270K -$166K -212 -36%
LF
331
Lansforsakringar Fondforvaltning
Sweden
$269K -$68.1K -87 -19%
HWM
332
HB Wealth Management
Georgia
$269K +$4.7K +6 +2%
MYIA
333
Mount Yale Investment Advisors
Colorado
$268K -$134K -171 -32%
BA
334
Bridgewater Advisors
New York
$268K -$3.13K -4 -1%
DWT
335
Dorsey & Whitney Trust
South Dakota
$266K -$20.3K -26 -7%
CCM
336
Coldstream Capital Management
Washington
$265K -$55.6K -71 -16%
VCM
337
Versant Capital Management
Arizona
$260K
GT
338
Glenmede Trust
Pennsylvania
$256K +$17.2K +22 +7%
SRL
339
Scientech Research LLC
New Jersey
$254K +$272K +348 New
PWPS
340
Pinnacle Wealth Planning Services
Ohio
$251K -$58.7K -75 -18%
FFA
341
Farther Finance Advisors
California
$247K -$17.2K -22 -6%
WSFS
342
Wilmington Savings Fund Society
Delaware
$245K
BPA
343
Beacon Pointe Advisors
California
$244K +$261K +334 New
PA
344
Pinnacle Associates
New York
$243K -$78.3K -100 -23%
SI
345
Stephens Inc
Arkansas
$239K -$136K -174 -35%
Envestnet Portfolio Solutions
346
Envestnet Portfolio Solutions
Illinois
$237K -$401K -512 -61%
C
347
Certuity
Florida
$235K -$48.5K -62 -16%
SVWAG
348
Sound View Wealth Advisors Group
Georgia
$230K +$11.7K +15 +5%
CIS
349
Custom Index Systems
New York
$224K -$243K -310 -50%
BT
350
Banque Transatlantique
France
$221K +$236K +302 New