We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SC
301
Scotia Capital
Ontario, Canada
$370K +$344K +10,576 New
IWC
302
Integrated Wealth Concepts
Massachusetts
$366K +$130K +3,985 +61%
RWMG
303
Redwood Wealth Management Group
New Jersey
$365K +$6.51K +200 +2%
GS
304
GWN Securities
Florida
$363K +$338K +10,390 New
PFGIA
305
Patriot Financial Group Insurance Agency
Massachusetts
$362K -$376K -11,536 -53%
DWA
306
Douglass Winthrop Advisors
New York
$360K
ACM
307
ADAR1 Capital Management
Texas
$350K +$326K +10,000 New
FLC
308
Fifth Lane Capital
Texas
$350K +$326K +10,000 New
DCM
309
DGS Capital Management
New Jersey
$347K +$323K +9,929 New
CFO
310
Callan Family Office
Pennsylvania
$327K -$146K -4,473 -32%
IFG
311
Independent Financial Group
California
$327K -$326K -10,026 -52%
SGI
312
Summit Global Investments
Utah
$322K -$264K -8,114 -47%
TWP
313
Triad Wealth Partners
Kansas
$322K +$299K +9,194 New
RS
314
Rakuten Securities
Japan
$320K -$2.83K -87 -0.9%
MS
315
Mizuho Securities
Japan
$318K
SS
316
SBI Securities
Japan
$314K +$3.42K +105 +1%
Sumitomo Mitsui Trust Group
317
Sumitomo Mitsui Trust Group
Japan
$310K +$4K +123 +1%
KCM
318
Kathmere Capital Management
Pennsylvania
$307K +$286K +8,779 New
GSIAS
319
Garden State Investment Advisory Services
New Jersey
$305K +$284K +8,710 New
DFCM
320
Dark Forest Capital Management
Puerto Rico
$301K +$280K +8,609 New
GT
321
Greenleaf Trust
Michigan
$298K -$195 -6 -0.1%
SFG
322
Synergy Financial Group
California
$293K +$36.5K +1,122 +15%
Grantham, Mayo, Van Otterloo & Co (GMO)
323
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$293K -$13.3M -407,373 -98%
QPBE
324
Quintet Private Bank (Europe)
Luxembourg
$291K
PP
325
PDS Planning
Ohio
$288K -$716 -22 -0.3%