We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
601
Visionary Wealth Advisors
Illinois
$204K +$183K +2,634 New
Fiera Capital (Canada)
602
Fiera Capital (Canada)
Quebec, Canada
$203K +$182K +2,614 New
BCWM
603
Blue Chip Wealth Management
Florida
$202K +$181K +2,600 New
HL
604
Harding Loevner
New Jersey
$190K -$25.2K -362 -13%
GAM
605
Guinness Asset Management
United Kingdom
$190K – – –
ABA
606
American Beacon Advisors
Texas
$183K +$163K +2,352 New
AA
607
AlphaMark Advisors
Kentucky
$175K -$38.9K -560 -20%
BDWM
608
Brewin Dolphin Wealth Management
Ireland
$171K – – –
GT
609
Glenmede Trust
Pennsylvania
$168K +$9.24K +133 +7%
CAGAS
610
Capital Advisory Group Advisory Services
Minnesota
$162K +$145K +2,082 New
JCM
611
Jacobi Capital Management
Pennsylvania
$146K +$115K +1,655 +720%
PFS
612
Prospera Financial Services
Texas
$144K +$129K +1,850 New
AWM
613
Avior Wealth Management
Nebraska
$137K +$98.5K +1,417 +404%
Bessemer Group
614
Bessemer Group
New Jersey
$116K – – –
CAPTRUST Financial Advisors
615
CAPTRUST Financial Advisors
North Carolina
$114K +$27.8K +400 +38%
GSWM
616
Golden State Wealth Management
California
$108K +$97K +1,396 New
CFG
617
CKW Financial Group
Hawaii
$106K +$93.8K +1,350 New
Carson Wealth (CWM LLC)
618
Carson Wealth (CWM LLC)
Nebraska
$104K – – –
SFS
619
Sowell Financial Services
Arkansas
$103K +$3.68K +53 +4%
LC
620
Lindbrook Capital
California
$101K +$8.48K +122 +10%
HIIFS
621
Harel Insurance Investments & Financial Services
Israel
$101K +$90.2K +1,298 New
BWM
622
BNC Wealth Management
Oregon
$90K +$80.7K +1,161 New
JWM
623
Jeppson Wealth Management
California
$87K +$78.1K +1,124 New
SPIA
624
Steward Partners Investment Advisory
New York
$85K -$548K -7,891 -88%
RWA
625
Ropes Wealth Advisors
Massachusetts
$78K – – –