We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
701
Altium Wealth Management
New York
$1.28M +$134K +413 +13%
Victory Capital Management
702
Victory Capital Management
Texas
$1.27M -$23K -71 -2%
SWA
703
Stratos Wealth Advisors
Ohio
$1.27M -$4.54K -14 -0.4%
WSFS
704
Wilmington Savings Fund Society
Delaware
$1.27M +$203K +626 +21%
WANY
705
Wealthspire Advisors (New York)
New York
$1.25M +$73.5K +227 +7%
CCA
706
Cobblestone Capital Advisors
New York
$1.25M -$13K -40 -1%
IA
707
IFP Advisors
Florida
$1.25M +$1.01M +3,126 +739%
CAAS
708
Capital Asset Advisory Services
Michigan
$1.25M +$263K +811 +29%
CT
709
Caldwell Trust
Florida
$1.24M +$40.8K +126 +4%
BAM
710
Blueshift Asset Management
New Jersey
$1.23M -$3.07M -9,467 -73%
D.E. Shaw & Co
711
D.E. Shaw & Co
New York
$1.23M -$2.45M -7,550 -68%
RWA
712
Ropes Wealth Advisors
Massachusetts
$1.23M +$351K +1,084 +44%
ECM
713
Estabrook Capital Management
New York
$1.23M +$7.13K +22 +0.6%
EN1L
714
Engine No 1 LLC
California
$1.22M +$236K +728 +26%
PT
715
Plimoth Trust
Massachusetts
$1.21M +$77.1K +238 +7%
AWM
716
AE Wealth Management
Kansas
$1.21M +$175K +540 +18%
IWS
717
Insight Wealth Strategies
California
$1.21M +$150K +464 +15%
MFW
718
Meristem Family Wealth
Minnesota
$1.21M +$45.7K +141 +4%
FFM
719
Forum Financial Management
Illinois
$1.2M +$1.12M +3,467 New
9WM
720
9258 Wealth Management
Ohio
$1.2M +$75.2K +232 +7%
VIA
721
Vident Investment Advisory
Georgia
$1.19M +$196K +605 +21%
FFS
722
Founders Financial Securities
Maryland
$1.19M +$36.9K +114 +3%
IFS
723
Ifrah Financial Services
Arkansas
$1.18M -$28.2K -87 -2%
SIP
724
Stoneridge Investment Partners
Pennsylvania
$1.18M -$237K -733 -18%
SP
725
Symmetry Partners
Connecticut
$1.17M -$66.7K -206 -6%