We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
301
Capital Performance Advisors
California
$346K +$1.2K +21 +0.4%
ACC
302
Acorn Creek Capital
Colorado
$344K +$3.19K +56 +1%
Fiera Capital (Canada)
303
Fiera Capital (Canada)
Quebec, Canada
$341K +$48.4K +850 +18%
SFC
304
SYM Financial Corp
Indiana
$336K -$28.3K -497 -8%
WPC
305
Waters Parkerson & Co
Louisiana
$334K
AF
306
Allworth Financial
California
$328K +$203K +3,567 +196%
GFP
307
Gryphon Financial Partners
Ohio
$325K +$76.1K +1,337 +33%
CAM
308
Cresset Asset Management
Illinois
$324K -$443K -7,782 -59%
1WA
309
180 Wealth Advisors
Washington
$321K -$14.9K -261 -5%
New York State Common Retirement Fund
310
New York State Common Retirement Fund
New York
$315K
SMA
311
Seven Mile Advisory
New Jersey
$314K -$17K -298 -5%
KAS
312
Kestra Advisory Services
Texas
$307K +$8.37K +147 +3%
SCTC
313
Sanibel Captiva Trust Company
Florida
$305K +$34.2K +600 +14%
AWM
314
Avior Wealth Management
Nebraska
$303K -$49.5K -869 -15%
WRPWM
315
Werba Rubin Papier Wealth Management
California
$303K +$21.6K +379 +8%
CIM
316
Contravisory Investment Management
Massachusetts
$302K +$12K +210 +4%
EWA
317
EP Wealth Advisors
California
$302K +$282K +4,962 New
TI
318
Trexquant Investment
Connecticut
$300K +$281K +4,934 New
GWM
319
Gitterman Wealth Management
New Jersey
$297K -$4.61K -81 -2%
C
320
Certuity
Florida
$297K -$2.73K -48 -1%
MWM
321
Manske Wealth Management
Texas
$295K -$14.2K -250 -5%
PCA
322
Purkiss Capital Advisors
Connecticut
$293K +$275K +4,824 New
QC
323
Quadrature Capital
United Kingdom
$291K +$273K +4,792 New
CIA
324
Concurrent Investment Advisors
Florida
$290K +$272K +4,770 New
CP
325
Canopy Partners
Ohio
$289K