We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
501
Farther Finance Advisors
California
$271K -$25K -416 -9%
MCM
502
MAI Capital Management
Ohio
$270K +$2.94K +49 +1%
RFC
503
Regions Financial Corp
Alabama
$268K -$19.1K -318 -7%
BCM
504
Boltwood Capital Management
California
$268K -$600 -10 -0.2%
Lido Advisors
505
Lido Advisors
California
$268K +$29.1K +484 +12%
VWM
506
Venturi Wealth Management
Texas
$267K +$263K +4,374 New
AP
507
Appleton Partners
Massachusetts
$267K
FLPIM
508
F.L. Putnam Investment Management
Massachusetts
$266K +$261K +4,354 New
AOI
509
Auto-Owners Insurance
Michigan
$266K
CCA
510
Checchi Capital Advisers
California
$265K +$3.48K +58 +1%
Vontobel Holding
511
Vontobel Holding
Switzerland
$263K -$302K -5,036 -54%
IC
512
IEQ Capital
California
$262K -$47.7K -795 -16%
OP
513
Oslo Pensjonsforsikring
$258K -$62.7K -1,044 -20%
EPW
514
Evolve Private Wealth
California
$256K +$420 +7 +0.2%
CPW
515
Cove Private Wealth
New York
$255K +$250K +4,171 New
SFI
516
Siemens Fonds Invest
Germany
$247K -$44K -733 -15%
HBT
517
Hills Bank & Trust
Iowa
$247K
DWM
518
Destination Wealth Management
California
$246K -$101K -1,688 -30%
AIP
519
Ameritas Investment Partners
Nebraska
$244K -$8.94K -149 -4%
CC
520
Chicago Capital
Illinois
$241K
AWM
521
Apollon Wealth Management
South Carolina
$241K +$237K +3,949 New
GI
522
GAMMA Investing
California
$240K +$35.2K +586 +17%
BFO
523
Boston Family Office
Massachusetts
$239K
RMC
524
Resources Management Corp
Connecticut
$236K -$1.8K -30 -0.8%
VFA
525
Valeo Financial Advisors
Indiana
$234K +$230K +3,833 New