We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EPW
301
Evolve Private Wealth
California
$518K +$495K +15,984 New
AWM
302
Avior Wealth Management
Nebraska
$517K +$46.3K +1,494 +10%
SFA
303
Sequoia Financial Advisors
Ohio
$514K -$217K -6,994 -31%
EC
304
EntryPoint Capital
New York
$512K – – –
RPCONE
305
Retirement Planning Company of New England
Rhode Island
$509K +$39.6K +1,280 +9%
CCIA
306
Campbell & Co Investment Adviser
Maryland
$508K +$153K +4,950 +46%
PP
307
Prudential plc
United Kingdom
$503K – – –
BCI
308
Brinker Capital Investments
Pennsylvania
$502K +$234K +7,566 +96%
WMA
309
Wealth Management Associates
New Jersey
$497K +$475K +15,335 New
CFG
310
Citizens Financial Group
Rhode Island
$490K +$145K +4,681 +45%
NA
311
NewEdge Advisors
Louisiana
$490K +$650 +21 +0.1%
RCA
312
Runnymede Capital Advisors
Ohio
$490K -$3.1K -100 -0.7%
QC
313
Quadrature Capital
United Kingdom
$488K +$466K +15,036 New
SCM
314
SCS Capital Management
Massachusetts
$486K +$464K +14,975 New
SPC
315
Spirepoint Private Client
Florida
$483K +$76.2K +2,460 +20%
MGIA
316
Moneta Group Investment Advisors
Missouri
$472K +$49.9K +1,612 +12%
FRM
317
Fox Run Management
Connecticut
$461K +$440K +14,203 New
IPW
318
Impact Partnership Wealth
Georgia
$460K +$121K +3,901 +38%
Los Angeles Capital Management
319
Los Angeles Capital Management
California
$457K -$11K -354 -2%
AIM
320
Archer Investment Management
Texas
$454K +$434K +14,007 New
M&T Bank
321
M&T Bank
New York
$454K -$66.8K -2,158 -13%
CIBC World Market
322
CIBC World Market
Ontario, Canada
$454K +$29.6K +956 +7%
AWAU
323
Alliance Wealth Advisors (Utah)
Utah
$452K +$432K +13,939 New
JWS
324
Juncture Wealth Strategies
Arizona
$445K +$425K +13,717 New
OAC
325
OMERS Administration Corp
Ontario, Canada
$432K +$64.7K +2,090 +19%