We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WT
501
Whittier Trust
California
$66K
Carson Wealth (CWM LLC)
502
Carson Wealth (CWM LLC)
Nebraska
$65K -$22.1M -639,688 -100%
RWP
503
RWA Wealth Partners
Massachusetts
$58K +$62.1K +1,800 New
AIM
504
Advantage Investment Management
Iowa
$56K
TAM
505
Tiverton Asset Management
Delaware
$55K -$122K -3,547 -68%
PCP
506
Proficio Capital Partners
Massachusetts
$53K -$6.14K -178 -10%
SPIA
507
Steward Partners Investment Advisory
New York
$50K +$53.9K +1,562 New
IWM
508
IHT Wealth Management
Illinois
$49K +$172 +5 +0.3%
MCM
509
Manchester Capital Management
Vermont
$48K +$5.79K +168 +13%
PMFA
510
Plante Moran Financial Advisors
Michigan
$48K +$40.1K +1,164 +336%
APP
511
Avantax Planning Partners
Iowa
$47K +$50.6K +1,467 New
CBT
512
Central Bank & Trust
Kentucky
$45K +$44K +1,275 +911%
EAM
513
Exane Asset Management
France
$43.1K -$102K -2,960 -69%
OC
514
Oakworth Capital
Alabama
$43K -$862 -25 -2%
CAL
515
Capital Analysts LLC
Pennsylvania
$39K
WTC
516
WhitTier Trust Company
Nevada
$34K -$5.17K -150 -12%
FHA
517
First Horizon Advisors
Tennessee
$32K
GLI
518
Guardian Life Insurance
New York
$30K -$13.1K -379 -29%
RCAG
519
Rehmann Capital Advisory Group
Michigan
$29K +$30.9K +896 New
EP
520
Edinburgh Partners
United Kingdom
$27K
MIFH
521
Migdal Insurance & Financial Holdings
Israel
$27K +$4.9K +142 +20%
PA
522
Parallel Advisors
California
$26K -$4.14K -120 -13%
CAW
523
Cornerstone Advisors (Washington)
Washington
$25K
FCAG
524
First Capital Advisors Group
New Jersey
$24K +$25.4K +738 New
GAM
525
Gemmer Asset Management
California
$22K