We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SS
651
Simplicity Solutions
Minnesota
$307K +$94.5K +435 +44%
CWS
652
Cypress Wealth Services
California
$305K +$7.6K +35 +3%
HIA
653
Harbor Investment Advisory
Maryland
$305K +$126K +578 +70%
DAS
654
Dynamic Advisor Solutions
Arizona
$304K +$26.1K +120 +9%
BL
655
Balentine LLC
Georgia
$304K +$35.2K +162 +13%
EFSCE
656
Enterprise Financial Services Corp (EFSC)
Missouri
$300K +$20.8K +96 +7%
GDP
657
Great Diamond Partners
Maine
$297K -$14.3K -66 -5%
OWA
658
One Wealth Advisors
California
$297K -$869 -4 -0.3%
SCF
659
Sante Capital Fund
Texas
$290K -$275K -1,266 -49%
SIM
660
Sentry Investment Management
Wisconsin
$288K -$56.2K -259 -16%
KFC
661
Klingenstein Fields & Co
New York
$287K – – –
AWP
662
Accretive Wealth Partners
New Jersey
$284K – – –
GPWA
663
Great Point Wealth Advisors
Massachusetts
$283K – – –
CIBC World Market
664
CIBC World Market
Ontario, Canada
$281K +$7.82K +36 +3%
AWA
665
Arkadios Wealth Advisors
Georgia
$279K -$19.8K -91 -7%
S
666
Seeyond
France
$277K -$5.65K -26 -2%
WPW
667
Waldron Private Wealth
Pennsylvania
$276K -$24.8K -114 -8%
IAA
668
Independent Advisor Alliance
North Carolina
$275K +$3.04K +14 +1%
Tudor Investment Corp
669
Tudor Investment Corp
Connecticut
$274K -$4.45M -20,479 -94%
AWM
670
Aprio Wealth Management
Georgia
$272K -$41.9K -193 -13%
AFM
671
Andesa Financial Management
Pennsylvania
$272K +$5.86K +27 +2%
LSA
672
Leonteq Securities AG
Switzerland
$271K +$7.17K +33 +3%
GAA
673
Global Assets Advisory
Florida
$266K +$275K +1,266 New
M
674
Mirova
France
$264K +$264K +1,217 New
Kovitz Investment Group Partners
675
Kovitz Investment Group Partners
Illinois
$262K -$9.77K -45 -4%