We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
M
201
MATAURO
New York
$713K -$2.27M -80,207 -77%
TWP
202
Tempus Wealth Planning
California
$690K -$216K -7,659 -25%
QI
203
Qtron Investments
Massachusetts
$661K -$24.9K -880 -4%
YCM
204
Yousif Capital Management
Michigan
$660K
PAM
205
Panagora Asset Management
Massachusetts
$646K
Cerity Partners
206
Cerity Partners
New York
$640K +$286K +10,101 +88%
PFS
207
Prospera Financial Services
Texas
$635K +$21.2K +749 +4%
CM
208
Capula Management
Cayman Islands
$630K -$37M -1,308,710 -98%
1WA
209
180 Wealth Advisors
Washington
$624K +$62.4K +2,209 +12%
WAG
210
Wallace Advisory Group
California
$623K +$3.76K +133 +0.6%
Squarepoint
211
Squarepoint
New York
$596K -$34.4M -1,216,879 -98%
Focus Partners Wealth
212
Focus Partners Wealth
Massachusetts
$581K +$171K +6,053 +44%
Mercer Global Advisors
213
Mercer Global Advisors
Colorado
$573K +$161K +5,687 +42%
CFO
214
Callan Family Office
Pennsylvania
$547K +$323K +11,423 +161%
Pathstone Holdings
215
Pathstone Holdings
New Jersey
$539K +$52K +1,838 +11%
IA
216
Integrity Alliance
Iowa
$506K +$20.6K +730 +4%
PE
217
PCM Encore
Colorado
$506K +$17.5K +620 +4%
PCM
218
Parsons Capital Management
Rhode Island
$503K -$848 -30 -0.2%
HCMT
219
Highland Capital Management (Tennessee)
Tennessee
$501K -$1.41K -50 -0.3%
UWS
220
Unique Wealth Strategies
Illinois
$499K -$1.07K -38 -0.2%
BP
221
Ballentine Partners
Massachusetts
$498K +$150K +5,291 +46%
LCG
222
Lakeshore Capital Group
Illinois
$497K +$11.2K +397 +2%
NA
223
NewEdge Advisors
Louisiana
$489K -$2.57M -90,873 -85%
Capstone Investment Advisors
224
Capstone Investment Advisors
New York
$488K +$467K +16,507 New
EH
225
Equitable Holdings
New York
$486K -$78.7K -2,786 -14%