We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CL
426
Choreo LLC
Illinois
$281K +$296K +4,934 New
PWM
427
Partnership Wealth Management
Maryland
$273K +$67K +1,116 +30%
1WA
428
180 Wealth Advisors
Washington
$271K +$12.2K +204 +4%
DWA
429
Delap Wealth Advisory
Oregon
$270K +$284K +4,733 New
CPBTD
430
Central Pacific Bank - Trust Division
Hawaii
$266K +$282K +4,700 New
BP
431
Ballentine Partners
Massachusetts
$259K +$4.98K +83 +2%
DADC
432
D.A. Davidson & Co
Montana
$255K +$14.9K +248 +6%
AAS
433
Avantax Advisory Services
Texas
$254K +$268K +4,467 New
WAAG
434
Wealth Alliance Advisory Group
Kansas
$252K
C
435
Covestor
United Kingdom
$250K +$157K +2,611 +147%
TPI
436
Trust Point Inc
Wisconsin
$248K -$419K -6,978 -62%
BMSSC
437
B. Metzler seel. Sohn & Co
Germany
$243K
CA
438
Cetera Advisors
Colorado
$241K +$254K +4,225 New
NDSI
439
Newman Dignan & Sheerar Inc
Rhode Island
$239K +$252K +4,197 New
SFA
440
Sequoia Financial Advisors
Ohio
$236K +$249K +4,145 New
MG
441
Marex Group
$236K -$140K -2,332 -36%
AM
442
AGF Management
Ontario, Canada
$232K +$245K +4,076 New
AF
443
Advisornet Financial
Minnesota
$229K +$600 +10 +0.2%
NSEDCP
444
NJ State Employees Deferred Compensation Plan
New Jersey
$228K
SC
445
Syon Capital
California
$226K -$225K -3,756 -49%
VCG
446
Vantage Consulting Group
Virginia
$225K -$19.3K -322 -8%
RJA
447
Raymond James & Associates
Florida
$224K -$1.95M -32,546 -89%
MC
448
Merlin Capital
Rhode Island
$223K +$15.3K +255 +7%
MAM
449
Martingale Asset Management
Massachusetts
$222K -$84.4K -1,406 -27%
IGAM
450
iA Global Asset Management
Quebec, Canada
$222K -$52.9K -882 -18%