We are live on ! Find out more
DOCU

DocuSign

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
426
Meridian Wealth Management
Kentucky
$310K +$321K +6,062 New
WAP
427
Wealthcare Advisory Partners
Pennsylvania
$309K -$71.5K -1,351 -18%
SPM
428
Symmetry Peak Management
Pennsylvania
$307K +$318K +6,000 New
BA
429
Bristlecone Advisors
Washington
$305K -$10K -189 -3%
Loomis, Sayles & Company
430
Loomis, Sayles & Company
Massachusetts
$303K +$314K +5,925 New
TC
431
Truvestments Capital
Florida
$302K -$8.37K -158 -3%
CC
432
Corton Capital
Ontario, Canada
$301K +$312K +5,897 New
IA
433
Inspire Advisors
Idaho
$298K +$26.7K +504 +9%
BFM
434
Boothbay Fund Management
New York
$297K +$122K +2,312 +66%
PCS
435
Personal CFO Solutions
New Jersey
$296K -$1.11K -21 -0.4%
AWM
436
Apollon Wealth Management
South Carolina
$296K +$19.7K +372 +7%
WWM
437
Western Wealth Management
Colorado
$295K -$1.32K -25 -0.4%
BIAS
438
Beacon Investment Advisory Services
New Jersey
$292K -$97.4K -1,840 -24%
NA
439
NewEdge Advisors
Louisiana
$289K +$50.5K +954 +20%
DF
440
Donoghue Forlines
Massachusetts
$287K +$297K +5,609 New
Acadian Asset Management
441
Acadian Asset Management
Massachusetts
$286K -$1.66M -31,326 -85%
QT
442
Quantamental Technologies
New York
$285K +$295K +5,570 New
WAG
443
Wallace Advisory Group
California
$284K
SCM
444
Silvant Capital Management
Georgia
$282K +$7.84K +148 +3%
BMWM
445
Brown Miller Wealth Management
Virginia
$277K +$21.1K +398 +8%
IIA
446
IPG Investment Advisors
California
$276K +$286K +5,395 New
CG
447
Cynosure Group
Utah
$275K +$286K +5,391 New
VIM
448
Vinva Investment Management
Australia
$271K -$49.9K -942 -15%
RCAG
449
Rehmann Capital Advisory Group
Michigan
$268K -$106 -2 -0%
UC
450
Unio Capital
New Jersey
$266K