We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
651
Endurance Wealth Management
Rhode Island
$104K
Acadian Asset Management
652
Acadian Asset Management
Massachusetts
$103K +$106K +580 New
BHWM
653
Bay Harbor Wealth Management
Maryland
$95K
SQA
654
Simon Quick Advisors
New Jersey
$95K +$732 +4 +0.8%
BBHC
655
Brown Brothers Harriman & Co
New York
$82K +$47.4K +259 +130%
GFPC
656
Global Financial Private Client
Florida
$74K
DWA
657
Dougherty Wealth Advisers
Minnesota
$73K
SOW
658
State of Wyoming
Wyoming
$72K -$2.56K -14 -3%
JWA
659
JFS Wealth Advisors
Pennsylvania
$72K +$6.04K +33 +9%
SC
660
Seldon Capital
California
$66K
PA
661
Parallel Advisors
California
$65K -$22.1K -121 -25%
CWM
662
Cranbrook Wealth Management
Michigan
$63K
AWM
663
AllSquare Wealth Management
New York
$63K +$9.7K +53 +18%
CFGS
664
Concourse Financial Group Securities
Alabama
$58K -$33.5K -183 -36%
AssetMark Inc
665
AssetMark Inc
California
$57K -$2.01K -11 -3%
QC
666
Quent Capital
New York
$56K +$57.6K +315 New
APP
667
Alpha Paradigm Partners
Illinois
$55K
DA
668
Denali Advisors
California
$54K +$54.9K +300 New
FHA
669
First Horizon Advisors
Tennessee
$53K -$156K -851 -74%
AS
670
Altshuler Shaham
Israel
$52K +$53.4K +292 New
LAS
671
Lloyd Advisory Services
Georgia
$49K +$366 +2 +0.7%
Federated Hermes
672
Federated Hermes
Pennsylvania
$42K -$1.83K -10 -4%
WTC
673
WhitTier Trust Company
Nevada
$42K
ODG
674
O'Dell Group
Ohio
$40K -$10.2K -56 -20%
PO
675
Private Ocean
California
$40K