We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
326
T. Rowe Price Associates
Maryland
$885K -$2.52M -20,287 -79%
Corient Private Wealth
327
Corient Private Wealth
Florida
$882K -$330K -2,655 -33%
EF
328
Empowered Funds
Pennsylvania
$879K +$68K +548 +11%
IAIM
329
International Assets Investment Management
Florida
$877K -$190K -1,533 -22%
Truist Financial
330
Truist Financial
North Carolina
$876K +$425K +3,427 +172%
LIM
331
Leavell Investment Management
Alabama
$873K +$23K +185 +4%
SWM
332
StoneCrest Wealth Management
Arizona
$870K +$18.4K +148 +3%
PWM
333
Prosperity Wealth Management
California
$865K +$10.6K +85 +2%
Creative Planning
334
Creative Planning
Kansas
$861K -$3.91M -31,531 -86%
CCIA
335
Cherry Creek Investment Advisors
Colorado
$854K +$29.2K +235 +5%
PWM
336
Perigon Wealth Management
California
$837K -$45.3K -365 -7%
SDWIA
337
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$827K -$10.6K -85 -2%
WP
338
WealthPLAN Partners
Nebraska
$817K +$120K +970 +24%
AAM
339
Advisors Asset Management
Colorado
$815K +$64K +516 +11%
HFA
340
High Falls Advisors
New York
$809K
WTA
341
Washington Trust Advisors
Massachusetts
$808K
TWC
342
TD Waterhouse Canada
Ontario, Canada
$805K -$116K -932 -15%
UBS AM
343
UBS AM
Illinois
$791K
GWM
344
Geneos Wealth Management
Colorado
$791K +$230K +1,855 +61%
CIA
345
Concurrent Investment Advisors
Florida
$790K +$606K +4,886 New
GS
346
GTS Securities
Florida
$790K +$606K +4,886 New
GC
347
Gilbert & Cook
Iowa
$784K +$13K +105 +2%
KIA
348
KCM Investment Advisors
California
$765K +$200K +1,612 +52%
MP
349
Mangrove Partners
Connecticut
$764K
RFA
350
ROI Financial Advisors
Oregon
$761K +$135K +1,085 +30%