We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
626
Precision Wealth Strategies
Missouri
$364K +$143K +567 +60%
DC
627
Davenport & Co
Virginia
$364K +$384K +1,521 New
CCA
628
Checchi Capital Advisers
California
$362K +$5.55K +22 +1%
CWM
629
Cahaba Wealth Management
Georgia
$356K +$376K +1,490 New
MCM
630
Marathon Capital Management
Maryland
$341K +$359K +1,423 New
Kovitz Investment Group Partners
631
Kovitz Investment Group Partners
Illinois
$340K -$48K -190 -12%
HI
632
Horizon Investments
North Carolina
$340K +$11.4K +45 +3%
WCA
633
Westover Capital Advisors
Delaware
$337K +$355K +1,406 New
DAS
634
Dynamic Advisor Solutions
Arizona
$335K +$78.5K +311 +29%
CGL
635
Clarius Group LLC
Washington
$333K +$25K +99 +8%
PF
636
Phoenix Financial
Israel
$332K +$346K +1,372 New
BWP
637
BSW Wealth Partners
Colorado
$330K +$41.9K +166 +14%
IEFM
638
IQ EQ Fund Management
Ireland
$329K -$22.7K -90 -6%
CG
639
Caprock Group
Idaho
$329K +$15.4K +61 +5%
PG
640
Pendal Group
Australia
$325K -$30.3K -120 -8%
CCIA
641
Campbell & Co Investment Adviser
Maryland
$323K +$341K +1,350 New
CAM
642
Cresset Asset Management
Illinois
$322K +$35.8K +142 +12%
S
643
Seeyond
France
$321K -$3.53K -14 -1%
GIA
644
Gladstone Institutional Advisory
Florida
$318K +$78.8K +312 +31%
KFC
645
Klingenstein Fields & Co
New York
$316K – – –
FHA
646
First Horizon Advisors
Tennessee
$315K +$45.9K +182 +16%
AWP
647
Accretive Wealth Partners
New Jersey
$314K – – –
SWM
648
Spire Wealth Management
Virginia
$312K – – –
GAM
649
Gotham Asset Management
New York
$310K +$326K +1,293 New
Lido Advisors
650
Lido Advisors
California
$309K +$326K +1,291 New