We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
301
Westpac Banking Corp
Australia
$621K
SPC
302
Sigma Planning Corp
Michigan
$619K +$29.5K +584 +5%
TCA
303
Transcend Capital Advisors
New Jersey
$614K -$1.62K -32 -0.3%
Cerity Partners
304
Cerity Partners
New York
$613K -$280K -5,530 -31%
AP
305
Advisor Partners
California
$591K -$72.8K -1,440 -11%
WANY
306
Wealthspire Advisors (New York)
New York
$591K +$597K +11,806 New
AAS
307
Avantax Advisory Services
Texas
$587K -$149K -2,950 -20%
BFEC
308
Benjamin F. Edwards & Company
Missouri
$587K +$56.5K +1,116 +11%
Mercer Global Advisors
309
Mercer Global Advisors
Colorado
$579K -$47K -930 -7%
VI
310
Versor Investments
New York
$570K +$577K +11,400 New
BAM
311
Belpointe Asset Management
Nevada
$560K +$37.4K +740 +7%
CFB
312
Cullen/Frost Bankers
Texas
$551K -$5.06K -100 -0.9%
CAG
313
Csenge Advisory Group
Florida
$538K +$1.01K +20 +0.2%
FNT
314
First National Trust
Pennsylvania
$519K
VFA
315
Voya Financial Advisors
Connecticut
$514K -$5.26K -104 -1%
QI
316
QV Investors
Alberta, Canada
$506K
LNWWM
317
Laird Norton Wetherby Wealth Management
California
$506K +$27.6K +545 +6%
YIH
318
Y-Intercept (HK)
Hong Kong
$500K +$505K +9,978 New
GI
319
Gradient Investments
Minnesota
$491K -$31.3K -619 -6%
DMIC
320
Dixon Mitchell Investment Counsel
British Columbia, Canada
$489K +$1.82K +36 +0.4%
BEI
321
Benjamin Edwards Inc
Missouri
$484K -$1.06K -21 -0.2%
VIA
322
Vident Investment Advisory
Georgia
$482K -$142K -2,808 -23%
HNB
323
Huntington National Bank
Ohio
$475K +$242K +4,777 +101%
CL
324
CPWM LLC
Washington
$470K
SSWM
325
Sheets Smith Wealth Management
North Carolina
$470K