We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DCP
551
DSM Capital Partners
Florida
$688K -$210K -790 -29%
TDB
552
Thompson David Blair
$686K +$514K +1,934 New
MVF
553
Markin Volterra Fund
New York
$683K +$126K +473 +33%
PIA
554
Perennial Investment Advisors
California
$682K +$512K +1,924 New
KWA
555
Kingswood Wealth Advisors
California
$674K +$506K +1,902 New
PS
556
Principal Securities
Iowa
$666K +$499K +1,878 New
EWA
557
EverSource Wealth Advisors
Alabama
$663K -$33K -124 -6%
AC
558
AlphaCore Capital
California
$657K – – –
WS
559
Wedbush Securities
California
$651K -$126K -472 -20%
NP
560
NorthRock Partners
Minnesota
$649K +$486K +1,829 New
TGAM
561
TBH Global Asset Management
Tennessee
$642K +$481K +1,810 New
WJS
562
William John Sempolinski
Massachusetts
$639K – – –
WCA
563
Westover Capital Advisors
Delaware
$638K – – –
MCP
564
Mirador Capital Partners
California
$636K -$255K -960 -35%
Pathstone Holdings
565
Pathstone Holdings
New Jersey
$634K -$56.1K -211 -11%
SCM
566
Schnieders Capital Management
California
$631K +$473K +1,779 New
LFAS
567
Level Four Advisory Services
Texas
$621K +$466K +1,752 New
AF
568
Advisornet Financial
Minnesota
$619K +$17.5K +66 +4%
DCM
569
Dimension Capital Management
Florida
$618K – – –
CB
570
Commerce Bank
Missouri
$611K +$5.58K +21 +1%
RBI
571
Raiffeisen Bank International
Austria
$610K +$472K +1,775 New
AWM
572
Axxcess Wealth Management
California
$608K +$456K +1,716 New
GWM
573
Goldenstone Wealth Management
California
$607K +$10.1K +38 +2%
BF
574
bLong Financial
Tennessee
$606K – – –
ADL
575
Asset Dedication LLC
California
$606K +$2.66K +10 +0.6%