We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
351
Mission Wealth Management
California
$736K -$24.1K -63 -2%
FAM
352
Formidable Asset Management
Ohio
$732K -$77.2K -202 -11%
DFCM
353
Dark Forest Capital Management
Puerto Rico
$731K +$975K +2,553 New
KIA
354
Knollwood Investment Advisory
Maryland
$731K
DBRC
355
D.B. Root & Company
Pennsylvania
$730K +$147K +385 +18%
MML Investors Services
356
MML Investors Services
Massachusetts
$720K +$1.91K +5 +0.2%
PWG
357
Portside Wealth Group
Utah
$716K +$4.2K +11 +0.4%
AG
358
Amiral Gestion
France
$716K
PFS
359
Prospera Financial Services
Texas
$716K -$1.61M -4,220 -63%
HC
360
Henshaw Capital
Massachusetts
$715K +$3.06K +8 +0.3%
RCM
361
Radnor Capital Management
Pennsylvania
$690K
Jones Financial Companies
362
Jones Financial Companies
Missouri
$687K +$130K +340 +17%
COI
363
Connable Office Inc
Michigan
$685K
Envestnet Portfolio Solutions
364
Envestnet Portfolio Solutions
Illinois
$680K -$21.8K -57 -2%
Schroder Investment Management Group
365
Schroder Investment Management Group
United Kingdom
$678K +$163K +426 +22%
FC
366
Farringdon Capital
United Kingdom
$676K +$901K +2,358 New
BEI
367
Benjamin Edwards Inc
Missouri
$673K +$79.1K +207 +10%
JSSH
368
J. Safra Sarasin Holding
$673K -$1.14M -2,992 -56%
BAMF
369
BI Asset Management Fondsmaeglerselskab
Denmark
$668K +$332K +870 +59%
IFWM
370
Institute for Wealth Management
Colorado
$667K +$31.3K +82 +4%
KPWS
371
Kestra Private Wealth Services
Texas
$656K +$3.82K +10 +0.4%
KPPF
372
Klein Pavlis & Peasley Financial
California
$649K -$28.3K -74 -3%
PCIA
373
Prime Capital Investment Advisors
Kansas
$647K -$43.5K -114 -5%
HCA
374
Harbor Capital Advisors
Illinois
$640K -$844K -2,210 -50%
HIMCH
375
Hartford Investment Management Co (HIMCO)
Connecticut
$635K -$32.1K -84 -4%