We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SS
501
SBI Securities
Japan
$869K -$77.6K -1,001 -9%
Mercer Global Advisors
502
Mercer Global Advisors
Colorado
$861K -$5.62M -72,451 -88%
WMWM
503
Whitaker-Myers Wealth Managers
Ohio
$845K +$781K +10,076 New
CA
504
Clearstead Advisors
Ohio
$845K +$72.9K +940 +10%
SIG
505
Stonegate Investment Group
Alabama
$845K +$83K +1,071 +12%
TA
506
TrueWealth Advisors
Alabama
$841K -$51.6K -666 -6%
SFS
507
Sowell Financial Services
Arkansas
$840K +$777K +10,022 New
LOAMS
508
Lombard Odier Asset Management (Switzerland)
Switzerland
$840K +$776K +10,013 New
SIM
509
Spark Investment Management
New York
$839K +$775K +10,000 New
AAP
510
Ardsley Advisory Partners
Connecticut
$839K -$2.17M -28,000 -74%
CI
511
Corient IA
Florida
$839K
MWM
512
MGB Wealth Management
Texas
$833K +$37.6K +485 +5%
PCG
513
Prosperity Consulting Group
Maryland
$825K -$12K -155 -2%
AFG
514
Atomi Financial Group
New York
$824K +$507K +6,541 +199%
SC
515
Saturna Capital
Washington
$804K
PCM
516
Pinnbrook Capital Management
New York
$799K -$3.1M -40,040 -81%
Carson Wealth (CWM LLC)
517
Carson Wealth (CWM LLC)
Nebraska
$781K +$190K +2,451 +36%
EWS
518
Eagle Wealth Strategies
New Jersey
$772K -$5.82K -75 -0.8%
DPIM
519
Duff & Phelps Investment Management
Illinois
$760K -$177K -2,287 -20%
ASN
520
Advisory Services Network
Georgia
$744K +$28.6K +369 +4%
SC
521
Savant Capital
Illinois
$743K +$87.2K +1,125 +15%
GC
522
Grimes & Company
Massachusetts
$742K +$686K +8,845 New
AWM
523
AE Wealth Management
Kansas
$738K +$259K +3,337 +61%
BONH
524
Bank of New Hampshire
New Hampshire
$732K -$119K -1,535 -15%
UB
525
Umpqua Bank
Oregon
$725K -$3.49K -45 -0.6%