We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GI
951
GS Investments
Minnesota
$145K +$141K +500 New
KA
952
Kaizen Advisory
Illinois
$145K +$83.2K +296 +146%
CAL
953
Capital Analysts LLC
Pennsylvania
$143K – – –
JA
954
JOYN Advisors
Georgia
$141K +$31.5K +112 +30%
ED
955
Exane Derivatives
France
$139K -$439K -1,560 -77%
BFC
956
Bedel Financial Consulting
Indiana
$137K -$1.69K -6 -1%
PG
957
Patten Group
Tennessee
$137K – – –
PFO
958
Pathstone Family Office
New Jersey
$136K -$14.1K -50 -10%
SQA
959
Simon Quick Advisors
New Jersey
$130K -$48.1K -171 -28%
ADL
960
Asset Dedication LLC
California
$125K – – –
AssetMark Inc
961
AssetMark Inc
California
$124K +$3.09K +11 +3%
AOWM
962
Alpha Omega Wealth Management
Virginia
$123K – – –
QCG
963
Quadrant Capital Group
Ohio
$123K +$17.1K +61 +14%
ZB
964
Zions Bancorporation
Utah
$119K +$22.5K +80 +24%
ABA
965
American Beacon Advisors
Texas
$116K – – –
BWP
966
Baldwin Wealth Partners
Massachusetts
$116K – – –
CAC
967
Certified Advisory Corp
Florida
$116K – – –
TSW
968
Thompson Siegel & Walmsley
Virginia
$115K – – –
RWP
969
RWA Wealth Partners
Massachusetts
$113K +$96.4K +343 +746%
PSC
970
Prentiss Smith & Co
Vermont
$112K – – –
SFSIG
971
San Francisco Sentry Investment Group
California
$112K +$19.7K +70 +22%
CAPTRUST Financial Advisors
972
CAPTRUST Financial Advisors
North Carolina
$103K -$64.7K -230 -39%
SFG
973
SevenBridge Financial Group
Pennsylvania
$103K -$60.4K -215 -38%
PCTC
974
Perkins Coie Trust Company
Washington
$102K – – –
EA
975
Edge Advisors
Georgia
$101K -$19.4K -69 -16%