We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
676
Wealthspire Advisors (New York)
New York
$399K -$264K -467 -40%
SFS
677
Security Financial Services
Indiana
$395K +$3.96K +7 +1%
PW
678
PUREfi Wealth
Massachusetts
$394K -$1.7K -3 -0.4%
WA
679
Waverly Advisors
Alabama
$393K +$77.4K +137 +25%
Balyasny Asset Management
680
Balyasny Asset Management
Illinois
$392K -$325K -575 -45%
BHPW
681
Beverly Hills Private Wealth
California
$391K
RAM
682
Ramirez Asset Management
New York
$389K
CG
683
Cynosure Group
Utah
$389K
GAM
684
Guinness Asset Management
United Kingdom
$385K -$33.9K -60 -8%
CP
685
Castleview Partners
Texas
$382K -$8.48K -15 -2%
ACA
686
Aptus Capital Advisors
Alabama
$381K -$11.9K -21 -3%
LF
687
Lansforsakringar Fondforvaltning
Sweden
$381K -$23.7K -42 -6%
CAG
688
Crestwood Advisors Group
Massachusetts
$380K +$5.09K +9 +1%
VCM
689
Versant Capital Management
Arizona
$378K +$331K +586 +723%
MSCM
690
McElhenny Sheffield Capital Management
Texas
$374K -$98.4K -174 -21%
GS
691
GWN Securities
Florida
$374K -$178K -314 -32%
VFA
692
Valeo Financial Advisors
Indiana
$373K -$19.2K -34 -5%
SPC
693
Sigma Planning Corp
Michigan
$371K +$58.2K +103 +19%
NWAG
694
Net Worth Advisory Group
Utah
$369K -$24.9K -44 -6%
RCA
695
Roberts Capital Advisors
Colorado
$367K -$366K -647 -50%
WA
696
Waddell & Associates
Tennessee
$366K +$87.1K +154 +31%
MWM
697
Meridian Wealth Management
Kentucky
$362K -$63.9K -113 -15%
PCM
698
Permanent Capital Management
Illinois
$361K +$360K +636 New
PCM
699
Prelude Capital Management
New York
$359K -$161K -284 -31%
JF
700
JSF Financial
California
$359K