We are live on ! Find out more
BCS icon

Barclays

Name Holding Trade Value Shares
Change
Change in
Stake
State Street
276
State Street
Massachusetts
$382K
PFA
277
Pure Financial Advisors
California
$380K +$157K +6,423 +56%
Pzena Investment Management
278
Pzena Investment Management
New York
$379K -$660K -27,057 -60%
EWA
279
EP Wealth Advisors
California
$366K -$16.4K -671 -4%
Twin Tree Management
280
Twin Tree Management
Texas
$362K +$417K +17,114 New
VWM
281
Venturi Wealth Management
Texas
$358K +$198K +8,102 +92%
EI
282
Ellevest Inc
New York
$356K -$75.5K -3,096 -16%
IAA
283
Independent Advisor Alliance
North Carolina
$356K -$431K -17,671 -51%
ASN
284
Advisory Services Network
Georgia
$351K +$124K +5,102 +44%
CCM
285
Coldstream Capital Management
Washington
$351K -$53.6K -2,198 -12%
AWM
286
Ariadne Wealth Management
California
$348K
HR
287
Hardy Reed
Mississippi
$347K +$21.9K +900 +6%
CB
288
Commerce Bank
Missouri
$337K +$19.6K +802 +5%
KOCAA
289
Knights of Columbus Asset Advisors
Connecticut
$329K -$65K -2,665 -15%
SRC
290
Sage Rhino Capital
California
$328K -$10.4K -427 -3%
NA
291
NewEdge Advisors
Louisiana
$325K -$953K -39,091 -72%
GWP
292
Gateway Wealth Partners
Wisconsin
$323K +$372K +15,262 New
FOA
293
Five Oceans Advisors
California
$322K
QWM
294
QP Wealth Management
New Jersey
$320K -$184K -7,546 -33%
WG
295
Winton Group
United Kingdom
$315K +$31.7K +1,300 +10%
CWG
296
Cornerstone Wealth Group
North Carolina
$307K +$25.5K +1,047 +9%
OAM
297
Oxford Asset Management
United Kingdom
$303K +$349K +14,298 New
DWM
298
Drive Wealth Management
Utah
$302K -$99.1K -4,066 -22%
CP
299
Canopy Partners
Ohio
$294K +$10.6K +436 +3%
TPI
300
Trust Point Inc
Wisconsin
$288K +$56.8K +2,331 +21%