We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
301
NTV Asset Management
West Virginia
$221K
MC
302
Moors & Cabot
Massachusetts
$219K +$202K +10,000 New
OFG
303
Oxford Financial Group
Indiana
$219K -$4.52K -224 -2%
FPAS
304
Focus Partners Advisor Solutions
Missouri
$219K +$202K +10,011 New
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$218K -$8.2K -406 -4%
PPC
306
Park Place Capital
Alabama
$215K -$990 -49 -0.5%
HP
307
Haven Private
Florida
$212K +$196K +9,692 New
AHL
308
Abel Hall LLC
Louisiana
$210K +$193K +9,581 New
Vontobel Holding
309
Vontobel Holding
Switzerland
$206K +$191K +9,440 New
GWM
310
Geneos Wealth Management
Colorado
$206K +$9.61K +476 +5%
SGI
311
Summit Global Investments
Utah
$203K +$187K +9,274 New
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
$202K -$40.2K -1,992 -18%
WRPWM
313
Werba Rubin Papier Wealth Management
California
$202K +$186K +9,215 New
PMWMG
314
Parr McKnight Wealth Management Group
Minnesota
$201K +$186K +9,193 New
MCM
315
MAI Capital Management
Ohio
$196K +$96.8K +4,793 +114%
TPCW
316
TD Private Client Wealth
New York
$187K +$52.6K +2,603 +44%
GRP
317
Global Retirement Partners
California
$178K +$164K +8,125 New
Mitsubishi UFJ Asset Management
318
Mitsubishi UFJ Asset Management
Japan
$177K -$75.5K -3,737 -32%
AAP
319
Arax Advisory Partners
Colorado
$173K +$67.2K +3,328 +87%
ERSOT
320
Employees Retirement System of Texas
Texas
$168K -$759K -37,590 -83%
AF
321
Allworth Financial
California
$150K +$13.8K +681 +11%
CH
322
Cromwell Holdings
Wyoming
$144K
CIBC Private Wealth Group
323
CIBC Private Wealth Group
Georgia
$142K +$72.1K +3,571 +122%
AC
324
AlphaCore Capital
California
$139K +$128K +6,347 New
CAM
325
Chesapeake Asset Management
New York
$125K +$115K +5,700 New