We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
401
United Capital Financial Advisors
Texas
$288K +$243K +3,182 New
TFS
402
Thoroughbred Financial Services
Tennessee
$282K -$90.5K -1,186 -28%
AC
403
AWM Capital
Arizona
$273K -$153 -2 -0.1%
OWM
404
Opes Wealth Management
California
$273K +$381 +5 +0.2%
SC
405
Sonen Capital
California
$272K
CL
406
Choreo LLC
Illinois
$271K -$28.1K -369 -11%
MGP
407
Metis Global Partners
California
$269K -$25.6K -335 -10%
VAS
408
Vestmark Advisory Solutions
Massachusetts
$263K +$221K +2,902 New
FFWA
409
FRG Family Wealth Advisors
Washington
$263K
IWA
410
Inspirion Wealth Advisors
Illinois
$262K -$28.6K -375 -11%
BJL
411
Brighton Jones LLC
Washington
$261K -$141K -1,852 -39%
GGS
412
Galvin Gaustad & Stein
Arizona
$258K -$22.9K -300 -10%
ECG
413
EPIQ Capital Group
California
$257K +$217K +2,840 New
BCV
414
Banque Cantonale Vaudoise
Switzerland
$255K +$50.6K +663 +31%
Impax Asset Management Group
415
Impax Asset Management Group
United Kingdom
$252K -$36.2K -474 -15%
GWM
416
Geneos Wealth Management
Colorado
$248K -$315K -4,132 -60%
CG
417
Caprock Group
Idaho
$245K -$3.36K -44 -2%
AC
418
Armistice Capital
New York
$243K +$205K +2,682 New
OA
419
Oracle Alpha
Ontario, Canada
$242K +$204K +2,676 New
PTC
420
Petrus Trust Company
Texas
$242K -$97K -1,271 -32%
MFAM
421
Motley Fool Asset Management
Virginia
$242K -$18.8K -246 -8%
OSAM
422
O'Shaughnessy Asset Management
Connecticut
$238K -$1.75K -23 -0.9%
WI
423
Wahed Invest
New York
$236K +$15.8K +207 +9%
TC
424
TownSquare Capital
Utah
$236K +$199K +2,603 New
NYLIM
425
New York Life Investment Management
New York
$232K -$2.59K -34 -1%