We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
426
Bartlett & Co Wealth Management
Ohio
$31.1K
AIM
427
Aigen Investment Management
New York
$31K +$30.5K +200 New
CT
428
Caldwell Trust
Florida
$30.8K +$30.5K +200 New
CWP
429
CFM Wealth Partners
Texas
$30K +$28.9K +189 New
S
430
SignatureFD
Georgia
$28K +$4.73K +31 +21%
RFA
431
Reilly Financial Advisors
California
$27K
EI
432
Ellevest Inc
New York
$27K +$27.2K +178 New
PCIA
433
Prime Capital Investment Advisors
Kansas
$26K
TPCW
434
TD Private Client Wealth
New York
$25.6K +$25.3K +166 New
FRA
435
Front Row Advisors
California
$25K -$1.07K -7 -4%
GAM
436
Gemmer Asset Management
California
$25K
CHA
437
Carmichael Hill & Associates
Maryland
$25K +$24.4K +160 New
WB
438
Webster Bank
Connecticut
$24K
CCM
439
Covington Capital Management
California
$22K
WHG
440
Westwood Holdings Group
Texas
$20K +$20K +131 New
First Manhattan
441
First Manhattan
New York
$19K
SIAS
442
Shine Investment Advisory Services
Colorado
$19K
EWP
443
Engrave Wealth Partners
Texas
$19K +$19.7K +129 New
WEC
444
Winslow Evans & Crocker
Massachusetts
$18K
LF
445
Lee Financial
Texas
$17K -$1.37K -9 -8%
CFA
446
Carroll Financial Associates
North Carolina
$17K
LC
447
Lindbrook Capital
California
$17K
PCM
448
Penserra Capital Management
California
$17K +$6.87K +45 +75%
OPS
449
Orion Portfolio Solutions
Nebraska
$15K +$14.7K +96 New
BFC
450
Bedel Financial Consulting
Indiana
$14K