We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Waldron Private Wealth
676
Waldron Private Wealth
Pennsylvania
$319K +$14.1K +70 +5%
IA
677
Inspire Advisors
Idaho
$317K +$43.8K +218 +18%
Renaissance Technologies
678
Renaissance Technologies
New York
$315K -$221K -1,100 -44%
Kestra Private Wealth Services
679
Kestra Private Wealth Services
Texas
$312K -$14.9K -74 -5%
CC
680
Courier Capital
New York
$310K – – –
Leonteq Securities AG
681
Leonteq Securities AG
Switzerland
$305K -$342K -1,703 -56%
Forum Financial Management
682
Forum Financial Management
Illinois
$303K +$1K +5 +0.4%
TIAA FSB
683
TIAA FSB
Florida
$301K +$269K +1,339 New
Klingenstein Fields & Co
684
Klingenstein Fields & Co
New York
$297K – – –
GPWA
685
Great Point Wealth Advisors
Massachusetts
$297K +$2.01K +10 +0.8%
EP Wealth Advisors
686
EP Wealth Advisors
California
$296K -$541K -2,695 -53%
EFSCE
687
Enterprise Financial Services Corp (EFSC)
Missouri
$296K -$8.43K -42 -3%
CFFP
688
Center for Financial Planning
Michigan
$295K – – –
AWP
689
Accretive Wealth Partners
New Jersey
$294K – – –
HB Wealth Management
690
HB Wealth Management
Georgia
$293K +$262K +1,305 New
E
691
Ergoteles
New York
$290K -$5.3M -26,414 -95%
SIM
692
Sentry Investment Management
Wisconsin
$289K -$418K -2,080 -62%
Dynamic Advisor Solutions
693
Dynamic Advisor Solutions
Arizona
$289K -$5.02K -25 -2%
Balentine LLC
694
Balentine LLC
Georgia
$288K +$258K +1,283 New
GDP
695
Great Diamond Partners
Maine
$285K -$10.8K -54 -4%
Vident Investment Advisory
696
Vident Investment Advisory
Georgia
$285K -$122K -607 -32%
Wedmont Private Capital
697
Wedmont Private Capital
Pennsylvania
$284K +$602 +3 +0.2%
CX Institutional
698
CX Institutional
Indiana
$284K +$253K +1,262 New
AWM
699
Aprio Wealth Management
Georgia
$284K +$1.21K +6 +0.5%
OAM
700
Ostrum Asset Management
France
$283K +$201 +1 +0.1%