We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
401
Squar Milner Financial Services
California
$32K +$30K +111 New
RIA
402
Realta Investment Advisors
Delaware
$31K +$270 +1 +0.9%
BCA
403
Berman Capital Advisors
Georgia
$30K – – –
EP
404
Eudaimonia Partners
Tennessee
$28K +$25.4K +94 New
HR
405
Howe & Rusling
New York
$25K -$6.21K -23 -22%
RFA
406
Reilly Financial Advisors
California
$24K – – –
GAM
407
Gemmer Asset Management
California
$24K +$6.75K +25 +45%
Schroder Investment Management Group
408
Schroder Investment Management Group
United Kingdom
$23K -$17.6K -65 -46%
EIP
409
Ellis Investment Partners
Pennsylvania
$23K – – –
TFS
410
TrustCore Financial Services
Tennessee
$22K -$7.02K -26 -26%
BWM
411
BerganKDV Wealth Management
Minnesota
$22K +$4.32K +16 +27%
PGAM
412
Princeton Global Asset Management
New Jersey
$20K +$17.8K +66 New
KPW
413
Kore Private Wealth
New York
$19K +$17.3K +64 New
EWA
414
Evolution Wealth Advisors
Florida
$17K +$15.7K +58 New
WAP
415
Wealthcare Advisory Partners
Pennsylvania
$15K – – –
MU
416
Mirova US
Massachusetts
$15K +$13.8K +51 New
AIC
417
Ameritas Investment Company
Nebraska
$13K -$35.9K -133 -75%
FA
418
Fortis Advisors
Pennsylvania
$13K – – –
SSB
419
Sandy Spring Bank
Maryland
$13K +$12.2K +45 New
PC
420
Permanens Capital
New York
$12K +$11.1K +41 New
WCM
421
Wealthcare Capital Management
Virginia
$11K +$9.72K +36 New
WQ
422
Wealth Quarterback
New Jersey
$10.4K +$9.46K +35 New
TPCW
423
TD Private Client Wealth
New York
$10.1K +$9.19K +34 New
BFEC
424
Benjamin F. Edwards & Company
Missouri
$10K – – –
SWM
425
Sugarloaf Wealth Management
Georgia
$10K +$8.91K +33 New