We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
601
Ritholtz Wealth Management
New York
$528K -$1.51M -3,051 -74%
LA
602
Legacy Advisors
Pennsylvania
$520K +$146K +295 +38%
PA
603
Pinnacle Associates
New York
$519K -$113K -228 -17%
SLG
604
Stanley-Laman Group
Pennsylvania
$516K +$992 +2 +0.2%
RA
605
RFG Advisory
Alabama
$505K -$18.4K -37 -3%
GL
606
Graypoint LLC
New York
$503K +$312K +629 +151%
IP
607
Intellectus Partners
California
$500K +$515K +1,038 New
TCA
608
Transcend Capital Advisors
New Jersey
$495K +$510K +1,027 New
BFS
609
Bradley Foster & Sargent
Connecticut
$491K -$97.3K -196 -16%
DIA
610
Dana Investment Advisors
Wisconsin
$486K – – –
HA
611
Harbor Advisors
Florida
$482K – – –
EWM
612
Evercore Wealth Management
New York
$481K -$29.3K -59 -6%
WAG
613
Wallace Advisory Group
California
$479K +$494K +995 New
William Blair & Company
614
William Blair & Company
Illinois
$477K -$164K -331 -25%
LA
615
LVW Advisors
New York
$477K -$406K -818 -45%
MA
616
MJP Associates
Connecticut
$472K +$38.7K +78 +9%
SPA
617
Sherbrooke Park Advisers
New York
$466K +$480K +968 New
BC
618
Burney Company
Virginia
$463K +$12.4K +25 +3%
OWMIAS
619
One Wealth Management Investment & Advisory Services
Florida
$462K +$476K +959 New
CI Investments Inc
620
CI Investments Inc
Ontario, Canada
$459K -$932K -1,878 -66%
EAM
621
Empirical Asset Management
Massachusetts
$458K +$158K +319 +50%
CB
622
CNB Bank
Pennsylvania
$456K +$4.96K +10 +1%
MCC
623
Malaga Cove Capital
California
$455K +$468K +944 New
TAM
624
Trust Asset Management
Texas
$443K – – –
EA
625
Emerald Advisers
Pennsylvania
$442K -$75.4K -152 -14%