We are live on ! Find out more
ING icon

ING
ING

Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
226
Raymond James Financial Services Advisors
Florida
$195K -$86.9K -6,168 -29%
LSAG
227
Lake Street Advisors Group
New Hampshire
$194K -$15.1K -1,073 -7%
PCA
228
Prosperity Capital Advisors
Ohio
$188K +$7.96K +565 +4%
WI
229
WrapManager Inc
California
$186K -$3.31K -235 -2%
SWS
230
SYSTM Wealth Solutions
Illinois
$186K -$49.6K -3,525 -20%
DC
231
Davenport & Co
Virginia
$183K -$293K -20,777 -60%
FRM
232
Fox Run Management
Connecticut
$182K -$25.4K -1,802 -12%
BWP
233
Baldwin Wealth Partners
Massachusetts
$181K – – –
CCA
234
Cottonwood Capital Advisors
Utah
$179K – – –
BHPW
235
Beverly Hills Private Wealth
California
$177K -$194K -13,787 -51%
SA
236
Shilanski & Associates
Alaska
$177K -$253 -18 -0.1%
SC
237
Syon Capital
California
$172K +$184K +13,052 New
LFA
238
Legacy Financial Advisors
Kentucky
$172K +$20.1K +1,430 +12%
MSAM
239
Moloney Securities Asset Management
Missouri
$169K -$1.56K -111 -0.9%
CA
240
Claro Advisors
Massachusetts
$166K +$1.79K +127 +1%
PP
241
PDS Planning
Ohio
$163K +$11.3K +800 +7%
CIM
242
Contravisory Investment Management
Massachusetts
$162K +$173K +12,267 New
CAGAS
243
Capital Advisory Group Advisory Services
Minnesota
$160K – – –
LCGC
244
Legacy Capital Group California
California
$160K +$171K +12,129 New
P
245
Pitcairn
Pennsylvania
$159K +$5.13K +364 +3%
RCA
246
Resonant Capital Advisors
Wisconsin
$155K +$2.23K +158 +1%
PMA
247
Prudent Man Advisors
Illinois
$154K -$5.93K -421 -3%
IC
248
IEQ Capital
California
$153K +$22.9K +1,626 +16%
TFS
249
Thoroughbred Financial Services
Tennessee
$149K +$160K +11,354 New
SW
250
SVB Wealth
Massachusetts
$148K -$28.4K -2,018 -15%
8 9
10
11 12