We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
NG
601
Norden Group
Utah
$588K +$137K +552 +29%
EI
602
Ellevest Inc
New York
$587K -$54.5K -219 -8%
SAM
603
Sompo Asset Management
Japan
$586K
OPOWM
604
One Plus One Wealth Management
Florida
$580K -$42.1K -169 -6%
SB
605
Simmons Bank
Arkansas
$577K -$8.72K -35 -1%
ATC
606
Argent Trust Co
Tennessee
$577K -$11K -44 -2%
RCAG
607
Rehmann Capital Advisory Group
Michigan
$572K +$181K +728 +44%
CPIG
608
Chicago Partners Investment Group
Illinois
$572K +$251K +1,009 +68%
BJL
609
Brighton Jones LLC
Washington
$568K +$14.4K +58 +2%
SWM
610
Segment Wealth Management
Texas
$565K
WIA
611
World Investment Advisors
California
$564K -$52.8K -212 -8%
TPCW
612
TD Private Client Wealth
New York
$564K -$60.3K -242 -9%
MMA
613
Miracle Mile Advisors
California
$563K +$9.21K +37 +2%
SIA
614
SeaBridge Investment Advisors
New Jersey
$558K
GWMR
615
GC Wealth Management RIA
Massachusetts
$558K +$583K +2,342 New
SFS
616
Sowell Financial Services
Arkansas
$557K +$6.97K +28 +1%
VCM
617
Voleon Capital Management
California
$542K -$2.31M -9,281 -80%
EB
618
Exchange Bank
California
$536K
MSE
619
MUFG Securities EMEA
United Kingdom
$534K +$472K +1,897 +550%
MYIA
620
Mount Yale Investment Advisors
Colorado
$526K +$537K +2,158 +5,395%
SCA
621
Snowden Capital Advisors
New York
$525K -$47.1K -189 -8%
MG
622
Mather Group
Illinois
$524K +$22.7K +91 +4%
EH
623
Equitable Holdings
New York
$524K +$180K +721 +49%
MWM
624
Maridea Wealth Management
New York
$524K +$566K +2,272 New
CPA
625
Court Place Advisors
Maryland
$517K