We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NW
101
Naviter Wealth
Arkansas
$331K +$302K +14,699 New
Citigroup
102
Citigroup
New York
$329K +$19K +924 +7%
RCM
103
RNC Capital Management
California
$325K +$33.9K +1,650 +13%
IC
104
IEQ Capital
California
$324K +$295K +14,371 New
HR
105
Hardy Reed
Mississippi
$305K +$2.05K +100 +0.7%
LNWTC
106
Laird Norton Wetherby Trust Company
Washington
$302K
MT
107
Midwest Trust
Kansas
$301K +$275K +13,384 New
SC
108
Savant Capital
Illinois
$301K +$275K +13,379 New
Lido Advisors
109
Lido Advisors
California
$290K -$47.6K -2,316 -15%
YCM
110
Yousif Capital Management
Michigan
$275K +$19K +925 +8%
CCA
111
Checchi Capital Advisers
California
$272K -$31.3K -1,523 -11%
SC
112
Syon Capital
California
$271K +$247K +12,033 New
UBS Group
113
UBS Group
Switzerland
$265K +$13.9K +676 +6%
AG
114
Ascent Group
Virginia
$265K -$17.6K -856 -7%
EI
115
Ethic Inc
New York
$261K +$19.8K +962 +9%
NWAG
116
Net Worth Advisory Group
Utah
$257K -$2.24K -109 -0.9%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$251K -$3.47K -169 -1%
SCP
118
Sivia Capital Partners
California
$247K +$225K +10,970 New
ECM
119
Evergreen Capital Management
Washington
$246K +$224K +10,933 New
PP
120
PDS Planning
Ohio
$239K -$4.62K -225 -2%
OL
121
Optas LLC
Texas
$236K +$215K +10,484 New
RS
122
R Squared
Hong Kong
$230K +$210K +10,204 New
Focus Partners Wealth
123
Focus Partners Wealth
Massachusetts
$229K +$209K +10,178 New
PSP
124
Principal Street Partners
Tennessee
$221K +$202K +9,832 New
VWM
125
Venturi Wealth Management
Texas
$217K +$198K +9,656 New