We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
601
Maripau Wealth Management
Indiana
$566K +$112K +475 +26%
Miracle Mile Advisors
602
Miracle Mile Advisors
California
$561K -$28K -119 -5%
SCA
603
Snowden Capital Advisors
New York
$561K -$4.71K -20 -0.9%
PMFA
604
Plante Moran Financial Advisors
Michigan
$558K -$5.18K -22 -0.9%
Brighton Jones LLC
605
Brighton Jones LLC
Washington
$556K -$64.5K -274 -11%
Leonteq Securities AG
606
Leonteq Securities AG
Switzerland
$549K +$533K +2,266 New
Beacon Pointe Advisors
607
Beacon Pointe Advisors
California
$547K -$8K -34 -1%
EB
608
Exchange Bank
California
$546K – – –
MIS
609
Morningstar Investment Services
Illinois
$544K -$699K -2,972 -57%
CreativeOne Wealth
610
CreativeOne Wealth
Kansas
$536K +$59.1K +251 +13%
DWT
611
Dorsey & Whitney Trust
South Dakota
$535K -$159K -675 -23%
Sowell Financial Services
612
Sowell Financial Services
Arkansas
$529K +$513K +2,180 New
AIA
613
AssuredPartners Investment Advisors
Florida
$527K +$27.5K +117 +6%
PWG
614
Portside Wealth Group
Utah
$527K +$46.1K +196 +10%
CPA
615
Court Place Advisors
Maryland
$526K -$1.41K -6 -0.3%
Brevan Howard Capital Management
616
Brevan Howard Capital Management
Jersey
$526K +$220K +933 +76%
PFGIA
617
Patriot Financial Group Insurance Agency
Massachusetts
$517K -$12.5K -53 -2%
Heritage Wealth Advisors
618
Heritage Wealth Advisors
Virginia
$516K -$1.88K -8 -0.4%
MM
619
MQS Management
New York
$515K +$500K +2,125 New
RB
620
Renasant Bank
Mississippi
$513K +$131K +557 +36%
Engineers Gate Manager
621
Engineers Gate Manager
New York
$506K -$305K -1,298 -38%
Spire Wealth Management
622
Spire Wealth Management
Virginia
$504K +$8K +34 +2%
MSA
623
MUFG Securities Americas
New York
$502K +$81.2K +345 +20%
T
624
TOBAM
France
$500K +$28.5K +121 +6%
VFA
625
Voya Financial Advisors
Connecticut
$500K -$30.6K -130 -6%