We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
601
Buckingham Strategic Wealth
Missouri
$338K +$35.4K +248 +12%
IF
602
Insight Folios
North Carolina
$338K -$9.15K -64 -3%
STA
603
Summit Trail Advisors
New York
$333K +$322K +2,253 New
TL
604
Tradewinds LLC
North Carolina
$332K -$5.15K -36 -2%
CWM
605
Curi Wealth Management
North Carolina
$331K -$429 -3 -0.1%
KWM
606
Keebeck Wealth Management
Illinois
$330K
IGAM
607
iA Global Asset Management
Quebec, Canada
$329K +$318K +2,227 New
WSFS
608
Wilmington Savings Fund Society
Delaware
$325K -$16.2K -113 -5%
HIC
609
Holderness Investments Company
North Carolina
$317K
TSWM
610
Triangle Securities Wealth Management
North Carolina
$315K -$8.43K -59 -3%
MPWT
611
MassMutual Private Wealth & Trust
Connecticut
$315K -$429 -3 -0.1%
JWCA
612
J.W. Coons Advisors
Ohio
$313K
Los Angeles Capital Management
613
Los Angeles Capital Management
California
$312K -$1.57M -10,968 -84%
AIMCA
614
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$310K
KWM
615
Kingsview Wealth Management
Oregon
$305K -$14.7K -103 -5%
SCG
616
Sonata Capital Group
Washington
$304K
CG
617
Colony Group
Massachusetts
$303K -$7.43K -52 -2%
CTC
618
Central Trust Company
Missouri
$301K +$116K +809 +66%
GC
619
Guidance Capital
Kentucky
$300K +$300K +2,100 New
OIA
620
OneDigital Investment Advisors
Kansas
$298K -$47.2K -330 -14%
QCM
621
Quantinno Capital Management
New York
$297K +$288K +2,014 New
PTC
622
Private Trust Company
Ohio
$297K -$95.2K -666 -25%
CA
623
Cullinan Associates
Kentucky
$295K
PWP
624
Principle Wealth Partners
Connecticut
$295K
WI
625
Wahed Invest
New York
$295K +$32.2K +225 +13%