We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
451
Lenox Wealth Management
Ohio
$49K +$13.1K +170 +39%
Bessemer Group
452
Bessemer Group
New Jersey
$40K -$51.1K -663 -57%
AW
453
Alpha Windward
Massachusetts
$40K
LWA
454
Lowe Wealth Advisors
Maryland
$40K
PA
455
Parallel Advisors
California
$38K
Northwestern Mutual Wealth Management
456
Northwestern Mutual Wealth Management
Wisconsin
$37K -$7.93K -103 -18%
AIS
457
Accurate Investment Solutions
Pennsylvania
$35K -$5.24K -68 -14%
GBT
458
Grove Bank & Trust
Florida
$35K -$2.16K -28 -6%
Acadian Asset Management
459
Acadian Asset Management
Massachusetts
$35K
PHK
460
Point72 Hong Kong
Hong Kong
$34K -$20K -260 -38%
VCM
461
Vigilant Capital Management
Maine
$32K +$25K +324 +426%
NCM
462
New Capital Management
Texas
$31K
GWM
463
Geneos Wealth Management
Colorado
$31K +$77 +1 +0.3%
AWM
464
AllSquare Wealth Management
New York
$30K +$28.3K +368 New
GWS
465
Glassman Wealth Services
Virginia
$28K
HWP
466
Hefty Wealth Partners
Indiana
$26K
RFA
467
Reilly Financial Advisors
California
$26K +$2.23K +29 +10%
AssetMark Inc
468
AssetMark Inc
California
$26K +$2.69K +35 +12%
GAM
469
Gemmer Asset Management
California
$25K
LCM
470
Liberty Capital Management
Michigan
$25K
TF
471
Tompkins Financial
New York
$25K +$6.55K +85 +37%
IWM
472
IHT Wealth Management
Illinois
$24K -$3.39K -44 -13%
HCA
473
Horan Capital Advisors
Ohio
$24K +$23.1K +300 New
CFA
474
Camarda Financial Advisors
Florida
$23K
CG
475
Cutler Group
California
$22K -$25.5K -331 -54%