We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
APW
651
Aurora Private Wealth
New Jersey
$241K -$5.29K -176 -2%
CSIC
652
Clifford Swan Investment Counsel
California
$240K -$4.21K -140 -2%
WDG
653
Wealth Dimensions Group
Ohio
$237K
CAM
654
Carret Asset Management
New York
$236K +$228K +7,575 New
VWA
655
V Wealth Advisors
Kansas
$235K +$30 +1 +0%
CA
656
Calton & Associates
Florida
$234K -$17.5K -581 -7%
MW
657
Marcum Wealth
Ohio
$234K +$20.1K +669 +10%
ATC
658
Argent Trust Co
Tennessee
$234K +$225K +7,489 New
D.E. Shaw & Co
659
D.E. Shaw & Co
New York
$233K -$4.55M -151,472 -95%
JWA
660
JFS Wealth Advisors
Pennsylvania
$232K +$45.9K +1,528 +26%
CFB
661
Cullen/Frost Bankers
Texas
$230K -$36.4K -1,212 -14%
GWA
662
GGM Wealth Advisors
Maryland
$229K
OF
663
Outfitter Financial
Maine
$228K
VCA
664
Verdence Capital Advisors
Maryland
$227K +$4.36K +145 +2%
NB
665
Nicolet Bankshares
Wisconsin
$226K
TI
666
Tidal Investments
Wisconsin
$225K +$216K +7,201 New
RWB
667
RMR Wealth Builders
New Jersey
$225K +$216K +7,202 New
FPS
668
Fieldpoint Private Securities
Connecticut
$224K -$60.4K -2,009 -22%
AWM
669
Accel Wealth Management
Iowa
$223K +$13.7K +457 +7%
AWAP
670
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$221K
SWMP
671
Signature Wealth Management Partners
New Jersey
$221K +$213K +7,080 New
EARNEST Partners
672
EARNEST Partners
Georgia
$220K +$57.1K +1,902 +37%
APP
673
Avantax Planning Partners
Iowa
$219K -$43.8K -1,458 -17%
KFI
674
Key Financial Inc
Pennsylvania
$219K
CC
675
Centiva Capital
New York
$219K +$211K +7,010 New