We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
726
Sentry Investment Management
Wisconsin
$265K -$7.19K -26 -3%
SAM
727
Sompo Asset Management
Japan
$264K
TFCP
728
Twin Focus Capital Partners
Massachusetts
$264K
NCMW
729
Northern Capital Management (Washington)
Washington
$263K
PMG
730
ProVise Management Group
Florida
$261K
SA
731
Syntax Advisors
New York
$260K +$24.6K +89 +11%
VCG
732
Vantage Consulting Group
Virginia
$260K +$24.6K +89 +11%
BFEC
733
Benjamin F. Edwards & Company
Missouri
$259K -$4.43K -16 -2%
DWM
734
Defined Wealth Management
Oregon
$257K
OPCM
735
Osborne Partners Capital Management
California
$257K
APW
736
Acima Private Wealth
Virginia
$255K
CSB
737
City State Bank
Iowa
$254K -$8.3K -30 -3%
FFA
738
Founders Financial Alliance
North Carolina
$253K -$7.19K -26 -3%
NFP
739
Narus Financial Partners
Utah
$250K -$4.15K -15 -2%
TH
740
TCTC Holdings
Texas
$250K
SW
741
SVB Wealth
Massachusetts
$250K -$49.8K -180 -17%
PA
742
PFG Advisors
Arizona
$249K +$248K +895 New
WP
743
WealthSource Partners
California
$249K -$4.15K -15 -2%
MYIA
744
Mount Yale Investment Advisors
Colorado
$248K -$126K -457 -34%
GWM
745
Gitterman Wealth Management
New Jersey
$248K +$247K +893 New
AAS
746
Avantax Advisory Services
Texas
$247K -$8.58K -31 -3%
DWP
747
Destiny Wealth Partners
Florida
$247K -$35.1K -127 -13%
WA
748
Waddell & Associates
Tennessee
$247K -$1.66K -6 -0.7%
LCM
749
LCM Capital Management
Illinois
$245K +$11.9K +43 +5%
IFWM
750
Institute for Wealth Management
Colorado
$243K -$14.1K -51 -6%