We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SW
351
SVB Wealth
Massachusetts
$247K -$12.2K -210 -5%
WAM
352
Watershed Asset Management
California
$245K -$22.5K -389 -9%
PCM
353
Poehling Capital Management
Wisconsin
$243K -$16.3K -281 -6%
NAM
354
NorthCrest Asset Manangement
Minnesota
$241K +$116 +2 +0%
CTC
355
Central Trust Company
Missouri
$238K
Commonwealth Equity Services
356
Commonwealth Equity Services
Massachusetts
$232K -$58 -1 -0%
XT
357
XTX Topco
Cayman Islands
$227K +$221K +3,821 New
PA
358
Parallel Advisors
California
$225K +$28.3K +489 +15%
WA
359
Wealth Architects
California
$219K +$4.86K +84 +2%
CCM
360
Coldstream Capital Management
Washington
$217K +$212K +3,655 New
S
361
SignatureFD
Georgia
$216K -$57.7K -997 -21%
FTDI
362
First Trust Direct Indexing
Massachusetts
$215K -$36.3K -627 -15%
Cambridge Investment Research Advisors
363
Cambridge Investment Research Advisors
Iowa
$215K -$24K -415 -10%
HPC
364
HM Payson & Co
Maine
$214K
JF
365
Jump Financial
Illinois
$214K +$208K +3,597 New
SP
366
Symmetry Partners
Connecticut
$213K
HIMC
367
Heritage Investors Management Corp
Maryland
$210K
GGHC
368
Gilder Gagnon Howe & Co
New York
$208K +$203K +3,505 New
MIA
369
MainStreet Investment Advisors
Illinois
$205K -$42.5K -734 -18%
CHP
370
Cable Hill Partners
Oregon
$204K -$21.2K -367 -10%
JWCA
371
J.W. Cole Advisors
Florida
$202K +$197K +3,396 New
IWA
372
Intercontinental Wealth Advisors
Texas
$201K +$196K +3,388 New
BFA
373
Brown Financial Advisory
Alabama
$201K +$195K +3,377 New
Bessemer Group
374
Bessemer Group
New Jersey
$198K +$62.4K +1,079 +48%
HI
375
Horizon Investments
North Carolina
$171K -$31.1K -537 -16%