We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NOI
426
Newton One Investments
Delaware
$41K – – –
CWP
427
Concord Wealth Partners
Virginia
$41K +$17.6K +376 +64%
WWM
428
Wolff Wiese Magana
California
$38K +$5.52K +118 +15%
T
429
TOBAM
France
$36K – – –
EI
430
Ellevest Inc
New York
$35K +$7.21K +154 +23%
PCG
431
Private Capital Group
Connecticut
$31K -$8.56K -183 -20%
First Manhattan
432
First Manhattan
New York
$31K – – –
Optiver Holding
433
Optiver Holding
Netherlands
$31K – – –
Carson Wealth (CWM LLC)
434
Carson Wealth (CWM LLC)
Nebraska
$31K +$33.6K +719 New
RIM
435
Rockbridge Investment Management
New York
$29K +$15.3K +328 +96%
Washington Trust
436
Washington Trust
Rhode Island
$26K -$23.4K -500 -45%
IFAM
437
Institutional & Family Asset Management
Colorado
$25K +$1.4K +30 +5%
IFS
438
Intelligent Financial Strategies
Minnesota
$24K +$25.7K +550 New
AP
439
Arlington Partners
Alabama
$23K +$25K +534 New
KTC
440
Kistler-Tiffany Companies
Pennsylvania
$22K – – –
JWA
441
JFS Wealth Advisors
Pennsylvania
$22K +$983 +21 +4%
MW
442
Milestone Wealth
New York
$22K +$23.8K +508 New
Fifth Third Bancorp
443
Fifth Third Bancorp
Ohio
$21K -$18.1K -386 -44%
Pinnacle Financial Partners (Tennessee)
444
Pinnacle Financial Partners (Tennessee)
Tennessee
$15K – – –
TSWM
445
Tyler-Stone Wealth Management
Ohio
$15K +$16.4K +350 New
Bogart Wealth LLC
446
Bogart Wealth LLC
Virginia
$14K – – –
SSB
447
Sandy Spring Bank
Maryland
$14K – – –
Quadrant Capital Group
448
Quadrant Capital Group
Ohio
$12K -$2.76K -59 -17%
VNA
449
Valley National Advisers
Pennsylvania
$12K – – –
EARNEST Partners
450
EARNEST Partners
Georgia
$12K +$12.7K +271 New