We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
676
Empirical Wealth Management
Washington
$513K -$102K -1,180 -17%
WT
677
Whittier Trust
California
$512K -$12.6K -145 -3%
IPW
678
Impact Partnership Wealth
Georgia
$511K +$2.68K +31 +0.5%
OWA
679
One Wealth Advisors
California
$509K +$16.6K +192 +3%
WFP
680
Worthington Financial Partners
Ohio
$507K +$503K +5,816 New
BCM
681
Birmingham Capital Management
Alabama
$505K -$51.9K -600 -9%
HIM
682
Hanlon Investment Management
New Jersey
$504K -$14.5K -168 -3%
CG
683
Cynosure Group
Utah
$503K +$500K +5,774 New
SAM
684
Smartleaf Asset Management
Massachusetts
$502K +$12.2K +141 +3%
TIAA Trust, National Association
685
TIAA Trust, National Association
North Carolina
$501K +$4.16K +48 +0.8%
HAG
686
HighPoint Advisor Group
Illinois
$497K +$110K +1,276 +29%
XWL
687
XXI Wealth LLC
Illinois
$495K +$492K +5,687 New
CFB
688
Cullen/Frost Bankers
Texas
$494K +$12.5K +144 +3%
PWA
689
Pitcairn Wealth Advisors
Pennsylvania
$489K +$486K +5,613 New
MWP
690
Meriwether Wealth & Planning
Louisiana
$480K -$47.1K -544 -9%
EWA
691
Exit Wealth Advisors
Georgia
$480K +$477K +5,509 New
VAS
692
Vestmark Advisory Solutions
Massachusetts
$479K +$211K +2,438 +80%
DFA
693
Davies Financial Advisors
California
$479K -$237K -2,733 -33%
CI
694
CX Institutional
Indiana
$477K +$10.6K +122 +2%
FFG
695
Fortem Financial Group
California
$476K -$84.5K -976 -15%
LIA
696
Limestone Investment Advisors
New York
$475K -$237K -2,738 -33%
IAN
697
Integrated Advisors Network
Texas
$474K +$7.79K +90 +2%
AAM
698
Advisors Asset Management
Colorado
$473K -$1.37M -15,864 -74%
GIA
699
GHP Investment Advisors
Colorado
$467K -$24.1K -278 -5%
LAI
700
Legal Advantage Investments
California
$467K -$16.2K -187 -3%