We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MAP
651
Moody Aldrich Partners
Massachusetts
$405K +$445K +2,049 New
OL
652
Optas LLC
Texas
$403K +$89.2K +411 +25%
AWAP
653
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$401K +$1.74K +8 +0.4%
APM
654
Advanced Portfolio Management
New York
$400K -$442K -2,035 -50%
CANY
655
Caxton Associates (New York)
New York
$397K +$438K +2,019 New
SFA
656
Sequoia Financial Advisors
Ohio
$394K +$8.03K +37 +2%
KCM
657
KRS Capital Management
Michigan
$389K -$3.26K -15 -0.8%
GVAG
658
Great Valley Advisor Group
Delaware
$386K -$31.7K -146 -7%
CI
659
Cigna Investments
Connecticut
$386K -$59.3K -273 -12%
PCM
660
Penserra Capital Management
California
$386K -$28.9K -133 -6%
SAM
661
Simplify Asset Management
Nevada
$386K -$4.78K -22 -1%
AAS
662
Avantax Advisory Services
Texas
$381K +$33.4K +154 +9%
LFAS
663
Level Four Advisory Services
Texas
$379K +$14.3K +66 +4%
PWP
664
Principle Wealth Partners
Connecticut
$378K
PAS
665
Park Avenue Securities
New York
$372K +$410K +1,889 New
ACM
666
Allred Capital Management
Texas
$366K +$62.8K +289 +18%
CHAM
667
Clear Harbor Asset Management
Connecticut
$354K +$391K +1,801 New
ECG
668
Edge Capital Group
Georgia
$354K
XT
669
XTX Topco
Cayman Islands
$354K +$391K +1,799 New
CP
670
Cumberland Partners
Ontario, Canada
$352K -$1.14M -5,250 -75%
RFC
671
Regions Financial Corp
Alabama
$343K +$35K +161 +10%
LJAC
672
L.J. Altfest & Co
New York
$341K +$1.09K +5 +0.3%
DCM
673
Dupont Capital Management
Delaware
$339K -$14.2M -65,613 -97%
Brown Advisory
674
Brown Advisory
Maryland
$332K +$38.6K +178 +12%
PA
675
Pinnacle Associates
New York
$330K +$144K +665 +66%