We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EI
526
Ellevest Inc
New York
$19K – – –
TIM
527
Tortoise Investment Management
New York
$19K – – –
PCG
528
Private Capital Group
Connecticut
$17K – – –
PO
529
Private Ocean
California
$17K – – –
Acadian Asset Management
530
Acadian Asset Management
Massachusetts
$16K – – –
FWM
531
Focused Wealth Management
New York
$16K +$131 +2 +0.8%
OIA
532
Optimum Investment Advisors
Illinois
$15K -$2.29K -35 -12%
ADL
533
Asset Dedication LLC
California
$15K – – –
PFBT
534
Parkside Financial Bank & Trust
Missouri
$15K +$1.31K +20 +9%
EWM
535
Evermay Wealth Management
Virginia
$14K – – –
SWM
536
Selective Wealth Management
Virginia
$14K – – –
CT
537
Caldwell Trust
Florida
$13.1K – – –
CA
538
Clearstead Advisors
Ohio
$13K +$3.54K +54 +34%
TCM
539
Tradewinds Capital Management
Washington
$13K +$10.3K +157 +262%
CCA
540
Column Capital Advisors
Indiana
$12K – – –
FF
541
FourThought Financial
Florida
$11K -$7.8K -119 -40%
VCM
542
Versant Capital Management
Arizona
$11K -$590 -9 -5%
AWM
543
Accel Wealth Management
Iowa
$11K – – –
BWM
544
Baystate Wealth Management
Massachusetts
$11K – – –
EARNEST Partners
545
EARNEST Partners
Georgia
$11K – – –
SWM
546
Sugarloaf Wealth Management
Georgia
$11K – – –
SWA
547
Sutton Wealth Advisors
Florida
$10K – – –
TF
548
TimeScale Financial
Massachusetts
$10K +$66 +1 +0.7%
CDIA
549
Capital Directions Investment Advisors
Georgia
$9K -$7.21K -110 -42%
IRC
550
Investors Research Corp
Georgia
$9K – – –