We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WA
551
Waverly Advisors
Alabama
$299K +$25.5K +1,215 +9%
FCMC
552
Founders Capital Management (Connecticut)
Connecticut
$298K – – –
OC
553
Oppenheimer & Co
New York
$297K +$21 +1 +0%
SAI
554
Systematic Alpha Investments
New Jersey
$293K – – –
EI
555
Ellevest Inc
New York
$290K +$303K +14,442 New
NL
556
NWAM LLC
Washington
$285K -$7.79K -372 -3%
Lazard Asset Management
557
Lazard Asset Management
New York
$282K – – –
PRTG
558
Post Resch Tallon Group
New York
$279K -$3.46K -165 -1%
LF
559
Lansforsakringar Fondforvaltning
Sweden
$279K +$30.4K +1,453 +12%
CFO
560
CVA Family Office
Colorado
$277K +$21.6K +1,033 +8%
AI
561
Atria Investments
North Carolina
$277K -$8.57K -409 -3%
WSFS
562
Wilmington Savings Fund Society
Delaware
$277K – – –
MWM
563
Modern Wealth Management
Kansas
$276K +$38.2K +1,821 +15%
IPW
564
Impact Partnership Wealth
Georgia
$276K +$289K +13,783 New
WE
565
Wealth Effects
Massachusetts
$275K – – –
EH
566
Equitable Holdings
New York
$275K -$4.5K -215 -2%
CWM
567
Cornerstone Wealth Management
Missouri
$274K -$12.8K -612 -4%
WG
568
Winton Group
United Kingdom
$274K +$81.7K +3,899 +40%
RL
569
Retireful LLC
Michigan
$273K +$15.6K +745 +6%
KCIC
570
Kuhn & Co Investment Counsel
Illinois
$273K – – –
PWPS
571
Pinnacle Wealth Planning Services
Ohio
$269K +$3.46K +165 +1%
PCA
572
Pallas Capital Advisors
Massachusetts
$266K -$148K -7,061 -35%
AG
573
Algert Global
California
$264K +$276K +13,170 New
EB
574
Emprise Bank
Kansas
$264K – – –
SFI
575
Siemens Fonds Invest
Germany
$262K – – –