We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
201
Quadrant Private Wealth Management
Pennsylvania
$229K +$195K +28,600 New
ECM
202
Evergreen Capital Management
Washington
$227K +$58.4K +8,581 +43%
CIA
203
Choate Investment Advisors
Massachusetts
$226K +$193K +28,290 New
SFA
204
Sequoia Financial Advisors
Ohio
$224K +$191K +28,053 New
MWM
205
Moran Wealth Management
Florida
$223K +$190K +27,935 New
GQG Partners
206
GQG Partners
Florida
$222K +$189K +27,732 New
HPM
207
Hudson Portfolio Management
New York
$222K -$680 -100 -0.4%
WT
208
Whittier Trust
California
$219K -$113K -16,674 -38%
BF
209
BOK Financial
Oklahoma
$215K -$7.95K -1,168 -4%
Prudential Financial
210
Prudential Financial
New Jersey
$209K +$36.5K +5,357 +26%
HCMT
211
Highland Capital Management (Tennessee)
Tennessee
$208K +$2.93K +430 +2%
SPC
212
Sigma Planning Corp
Michigan
$204K -$48.7K -7,163 -22%
Kayne Anderson Rudnick Investment Management
213
Kayne Anderson Rudnick Investment Management
California
$201K +$7.49K +1,101 +5%
Pacer Advisors
214
Pacer Advisors
Pennsylvania
$200K -$2.47M -362,465 -94%
PAG
215
Private Advisor Group
New Jersey
$197K -$57.2K -8,405 -13%
DWM
216
Defined Wealth Management
Oregon
$197K +$167K +24,565 New
CA
217
Cetera Advisors
Colorado
$194K -$386K -56,790 -70%
LA
218
LVW Advisors
New York
$192K +$45.3K +6,663 +38%
PPC
219
Park Place Capital
Alabama
$192K +$164K +24,033 New
KFGK
220
Keystone Financial Group (Kentucky)
Kentucky
$188K +$8.7K +1,278 +6%
VFA
221
Valeo Financial Advisors
Indiana
$188K +$10.6K +1,552 +7%
MC
222
Moors & Cabot
Massachusetts
$186K -$9.45K -1,389 -6%
MCM
223
Mork Capital Management
California
$185K
BP
224
Ballentine Partners
Massachusetts
$185K +$39K +5,736 +33%
FCCM
225
First City Capital Management
Georgia
$184K -$9.53K -1,400 -6%