We are live on ! Find out more
BOKF icon

BOK Financial

Name Holding Trade Value Shares
Change
Change in
Stake
S
201
SignatureFD
Georgia
$13.7K +$5.27K +47 +68%
BWA
202
Basecamp Wealth Advisors
Washington
$13.6K +$12.9K +115 New
PTC
203
Private Trust Company
Ohio
$12.7K -$5.38K -48 -31%
TM
204
Torren Management
California
$12.5K +$11.9K +106 New
Los Angeles Capital Management
205
Los Angeles Capital Management
California
$12.5K +$13.3K +119 New
SAM
206
Smartleaf Asset Management
Massachusetts
$11.5K -$5.16K -46 -32%
LI
207
LRI Investments
Florida
$11.1K
Jones Financial Companies
208
Jones Financial Companies
Missouri
$8.53K
JWA
209
JFS Wealth Advisors
Pennsylvania
$7.58K +$2.58K +23 +56%
BTI
210
Blue Trust Inc
Georgia
$6.63K
FHC
211
First Horizon Corporation
Tennessee
$6.16K
MAM
212
Marquette Asset Management
Minnesota
$5.92K +$5.61K +50 New
IA
213
IFP Advisors
Florida
$5.69K -$785 -7 -13%
EW
214
Elyxium Wealth
California
$5.69K +$5.38K +48 New
AFC
215
Ares Financial Consulting
California
$5.09K +$4.82K +43 New
KFAS
216
Keating Financial Advisory Services
Kansas
$4.15K +$3.92K +35 New
EWP
217
Elevation Wealth Partners
California
$3.91K +$3.7K +33 New
PWPS
218
Pinnacle Wealth Planning Services
Ohio
$3.44K +$3.25K +29 New
BIA
219
Bell Investment Advisors
California
$3.32K
HFS
220
Hughes Financial Services
Virginia
$3.32K
BBHC
221
Brown Brothers Harriman & Co
New York
$3.2K
RF
222
Rossby Financial
Florida
$2.84K +$2.69K +24 New
FFO
223
Fortitude Family Office
Arizona
$2.49K -$224 -2 -9%
PWMG
224
Private Wealth Management Group
New Jersey
$2.37K
S
225
Sachetta
Massachusetts
$2.37K