We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
501
Essex Financial Services
Connecticut
$219K -$22K -187 -10%
CWA
502
Clarus Wealth Advisors
Arizona
$215K +$185K +1,575 New
AC
503
Aristides Capital
Kentucky
$215K +$192K +1,636 New
AWA
504
Amplius Wealth Advisors
Pennsylvania
$213K -$91K -774 -32%
KCFA
505
Key Client Fiduciary Advisors
New Jersey
$213K +$190K +1,617 New
PA
506
Parallel Advisors
California
$211K -$14.9K -127 -7%
CCB
507
Cutter & Co Brokerage
Missouri
$209K -$2.05M -17,447 -92%
Capstone Investment Advisors
508
Capstone Investment Advisors
New York
$208K +$186K +1,580 +158,000%
CCM
509
Coldstream Capital Management
Washington
$207K +$185K +1,571 New
RWM
510
RKL Wealth Management
Pennsylvania
$207K +$185K +1,571 New
C
511
Covestor
United Kingdom
$203K +$97.2K +826 +115%
XT
512
XTX Topco
Cayman Islands
$202K +$181K +1,537 New
IAN
513
Integrated Advisors Network
Texas
$200K +$179K +1,519 New
WT
514
Washington Trust
Rhode Island
$193K – – –
Acadian Asset Management
515
Acadian Asset Management
Massachusetts
$191K +$171K +1,454 New
ZB
516
Zions Bancorporation
Utah
$185K +$155K +1,316 +1,479%
EIP
517
Ellis Investment Partners
Pennsylvania
$183K +$823 +7 +0.5%
S
518
SignatureFD
Georgia
$172K +$3.41K +29 +2%
HFM
519
Harvest Fund Management
China
$164K +$101K +856 +216%
AF
520
Advisornet Financial
Minnesota
$151K +$5.88K +50 +5%
GTAM
521
Global Trust Asset Management
Florida
$151K +$135K +1,150 New
UB
522
UMB Bank
Missouri
$150K – – –
ETC
523
Exchange Traded Concepts
Oklahoma
$147K -$52.6K -447 -29%
MCM
524
Manchester Capital Management
Vermont
$147K – – –
GRP
525
Global Retirement Partners
California
$145K +$138K +1,173 New