We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
176
Coldstream Capital Management
Washington
$267K +$27.3K +1,272 +11%
OIA
177
OneDigital Investment Advisors
Kansas
$266K +$267K +12,411 New
CCA
178
Carrera Capital Advisors
Michigan
$266K
Sumitomo Mitsui Trust Group
179
Sumitomo Mitsui Trust Group
Japan
$261K +$261K +12,152 New
Natixis Advisors
180
Natixis Advisors
Massachusetts
$258K +$258K +12,019 New
GWP
181
Gateway Wealth Partners
Wisconsin
$253K +$254K +11,808 New
PA
182
Parallel Advisors
California
$252K +$103K +4,788 +69%
AG
183
Ascent Group
Virginia
$251K +$8.06K +375 +3%
PAG
184
Private Advisor Group
New Jersey
$239K +$19.3K +898 +9%
ASN
185
Advisory Services Network
Georgia
$235K +$236K +10,960 New
M&T Bank
186
M&T Bank
New York
$233K +$233K +10,861 New
FG
187
Foster Group
Iowa
$231K +$232K +10,787 New
NW
188
NewEdge Wealth
Pennsylvania
$229K +$230K +10,695 New
BWP
189
BSW Wealth Partners
Colorado
$225K -$118K -5,486 -34%
DOA
190
D'Orazio & Associates
Virginia
$222K -$365 -17 -0.2%
AAIS
191
ABN AMRO Investment Solutions
$221K -$103K -4,800 -32%
SGCM
192
Sanchez Gaunt Capital Management
Nevada
$220K +$221K +10,277 New
FAFN
193
First Affirmative Financial Network
Colorado
$220K +$221K +10,263 New
BBA
194
Baader Bank Aktiengesellschaft
Germany
$215K -$4.51K -210 -2%
EWA
195
EverSource Wealth Advisors
Alabama
$196K +$57K +2,653 +41%
VIA
196
Virtus Investment Advisers
Connecticut
$190K +$2.64K +123 +1%
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$188K +$13.4K +624 +8%
WBC
198
Westpac Banking Corp
Australia
$175K -$2.99K -139 -2%
Osaic Holdings
199
Osaic Holdings
Arizona
$146K +$29.9K +1,390 +26%
SWM
200
Spire Wealth Management
Virginia
$138K