We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NP
226
Nilsine Partners
Colorado
$263K +$276 +7 +0.1%
WRPWM
227
Werba Rubin Papier Wealth Management
California
$258K +$258K +6,543 New
BPA
228
Beacon Pointe Advisors
California
$256K +$18.1K +459 +8%
SIAG
229
Safeguard Investment Advisory Group
California
$251K -$14.2K -360 -5%
OL
230
Optas LLC
Texas
$246K -$236 -6 -0.1%
S
231
SimplyRich
California
$239K +$30.1K +765 +14%
BIM
232
Baldwin Investment Management
Pennsylvania
$237K
MC
233
Moors & Cabot
Massachusetts
$236K -$118 -3 -0.1%
CCP
234
Clifford Capital Partners
Utah
$234K -$859K -21,797 -79%
LCGC
235
Legacy Capital Group California
California
$234K +$9.89K +251 +4%
KP
236
Keel Point
Alabama
$233K -$1.62K -41 -0.7%
GWM
237
Geneos Wealth Management
Colorado
$232K
BFG
238
Bleakley Financial Group
New Jersey
$227K -$29.4K -747 -11%
SS
239
Simplicity Solutions
Minnesota
$227K -$29.4K -747 -11%
WAM
240
WNY Asset Management
New York
$223K -$79.2K -2,010 -26%
RG
241
Rathbones Group
United Kingdom
$221K
KeyBank National Association
242
KeyBank National Association
Ohio
$218K +$3.07K +78 +1%
WPC
243
Waters Parkerson & Co
Louisiana
$217K
FIA
244
FNY Investment Advisers
New York
$216K +$216K +5,494 New
CWM
245
Cornerstone Wealth Management
Missouri
$216K -$6.15K -156 -3%
DWM
246
Drive Wealth Management
Utah
$212K +$211K +5,363 New
SC
247
Savant Capital
Illinois
$209K +$5.12K +130 +3%
MC
248
Maverick Capital
Texas
$208K +$208K +5,276 New
CA
249
Cetera Advisors
Colorado
$208K -$92.2K -2,340 -31%
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$194K +$41.6K +1,056 +27%