We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
676
Edmond de Rothschild Holding
Switzerland
$220K +$115K +3,330 +106%
CW
677
CreativeOne Wealth
Kansas
$219K +$223K +6,450 New
W
678
WealthStone
Ohio
$218K -$98.8K -2,862 -31%
FTC
679
Farmers Trust Company
Ohio
$218K – – –
Koshinski Asset Management
680
Koshinski Asset Management
Illinois
$216K +$216K +6,247 New
SAM
681
SignalPoint Asset Management
Missouri
$214K – – –
AOWM
682
Alpha Omega Wealth Management
Virginia
$214K +$218K +6,300 New
LFA
683
Legacy Financial Advisors
Kentucky
$213K +$217K +6,292 New
PAMP
684
Polar Asset Management Partners
Ontario, Canada
$208K +$212K +6,133 New
CAM
685
ClariVest Asset Management
California
$206K -$6.91K -200 -3%
PPW
686
Parcion Private Wealth
Washington
$206K – – –
ACG
687
Allen Capital Group
Nebraska
$205K +$204K +5,897 New
CIA
688
Capital Investment Advisors
Georgia
$205K +$208K +6,031 New
SIAP
689
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$203K +$138K +4,000 +200%
RA
690
RFG Advisory
Alabama
$202K -$23.3K -676 -10%
FWM
691
Frontier Wealth Management
Missouri
$202K -$6.87K -199 -3%
EPA
692
Element Pointe Advisors
Florida
$202K +$207K +5,986 New
MA
693
MANA Advisors
New York
$201K +$204K +5,913 New
CL
694
CPWM LLC
Washington
$201K +$205K +5,930 New
CSPIA
695
Cary Street Partners Investment Advisory
Virginia
$194K +$197K +5,717 New
IA
696
IndexIQ Advisors
New York
$190K +$117K +3,381 +151%
CFD
697
Creative Financial Designs
Indiana
$188K -$153K -4,433 -44%
GCM
698
Gables Capital Management
Florida
$183K – – –
ALAM
699
Asahi Life Asset Management
Japan
$176K +$24.2K +700 +16%
FDCDDQ
700
Federation des caisses Desjardins du Quebec
Quebec, Canada
$170K +$82.7K +2,395 +91%