We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WH
501
Willner & Heller
California
$533K +$103K +415 +24%
NA
502
NewEdge Advisors
Louisiana
$532K +$113K +455 +26%
TCM
503
Triumph Capital Management
Colorado
$524K +$119K +479 +29%
MMG
504
Monetary Management Group
Missouri
$522K
MOS
505
MGO One Seven
Ohio
$521K -$41.4K -166 -7%
BP
506
BBR Partners
New York
$520K -$249 -1 -0%
AAS
507
Avantax Advisory Services
Texas
$518K -$76.5K -307 -13%
GCP
508
GSA Capital Partners
United Kingdom
$515K +$332K +1,330 +172%
PS
509
Pensionfund Sabic
Netherlands
$513K +$24.9K +100 +5%
CIBC Private Wealth Group
510
CIBC Private Wealth Group
Georgia
$513K +$219K +879 +72%
WS
511
Wedbush Securities
California
$509K -$36.4K -146 -7%
BPWM
512
Badgley Phelps Wealth Managers
Washington
$509K -$249 -1 -0%
CWM
513
Circle Wealth Management
New Jersey
$508K +$117K +471 +29%
IAA
514
Independent Advisor Alliance
North Carolina
$501K -$45.6K -183 -8%
KPWS
515
Kestra Private Wealth Services
Texas
$493K -$158K -632 -24%
TAM
516
Trillium Asset Management
Massachusetts
$492K +$79K +317 +19%
IWC
517
Integrated Wealth Concepts
Massachusetts
$492K +$502K +2,012 New
RWB
518
RMR Wealth Builders
New Jersey
$491K -$10.5K -42 -2%
PL
519
Perpetual Ltd
Australia
$490K +$500K +2,006 New
MIM
520
Marco Investment Management
Georgia
$489K
CPCPP
521
Canada Post Corporation Pension Plan
Canada
$488K +$498K +1,998 New
Bessemer Group
522
Bessemer Group
New Jersey
$485K +$49.6K +199 +11%
FRA
523
Frank Rimerman Advisors
California
$479K +$57.1K +229 +13%
AP
524
Advisors Preferred
Maryland
$475K +$469K +1,882 New
A
525
AlphaQuest
New York
$471K +$125K +503 +35%