We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SC
426
Sonen Capital
California
$245K
GT
427
Greenleaf Trust
Michigan
$244K -$17.4K -229 -7%
CC
428
Cipher Capital
New York
$243K -$573K -7,556 -72%
AP
429
AtonRa Partners
Switzerland
$241K -$66K -870 -23%
CAN
430
Cetera Advisor Networks
California
$241K -$363K -4,781 -62%
AI
431
Atom Investors
Texas
$240K +$223K +2,943 New
Wealth Enhancement Advisory Services
432
Wealth Enhancement Advisory Services
Minnesota
$240K +$223K +2,939 New
MFAM
433
Motley Fool Asset Management
Virginia
$238K -$4.09K -54 -2%
FFWA
434
FRG Family Wealth Advisors
Washington
$236K
BMSSC
435
B. Metzler seel. Sohn & Co
Germany
$232K -$87.9K -1,159 -29%
BRWA
436
B. Riley Wealth Advisors
Florida
$232K -$56.8K -749 -21%
KA
437
Kovack Advisors
Florida
$231K -$5.23K -69 -2%
FTDI
438
First Trust Direct Indexing
Massachusetts
$227K -$45.4K -599 -18%
AP
439
Adero Partners
California
$227K +$211K +2,782 New
CG
440
Caprock Group
Idaho
$224K -$62.4K -823 -23%
KWA
441
Kingswood Wealth Advisors
California
$223K +$207K +2,730 New
BP
442
Ballentine Partners
Massachusetts
$222K +$207K +2,727 New
OSAM
443
O'Shaughnessy Asset Management
Connecticut
$216K +$201K +2,655 New
NYLIM
444
New York Life Investment Management
New York
$212K +$197K +2,602 New
Carson Wealth (CWM LLC)
445
Carson Wealth (CWM LLC)
Nebraska
$210K +$12.3K +162 +7%
OAM
446
Ostrum Asset Management
France
$205K +$94.4K +1,245 +98%
SI
447
Stephens Inc
Arkansas
$203K +$35.3K +466 +23%
AWS
448
Atria Wealth Solutions
New York
$201K +$187K +2,464 New
VCP
449
Verus Capital Partners
Arizona
$200K +$186K +2,459 New
HPC
450
HM Payson & Co
Maine
$200K -$2.12K -28 -1%