We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ED
501
Exane Derivatives
France
$322K +$8.69K +36 +3%
JCM
502
Jag Capital Management
Missouri
$318K +$241 +1 +0.1%
CAAS
503
Capital Asset Advisory Services
Michigan
$318K +$65.4K +271 +26%
EI
504
Ellevest Inc
New York
$317K +$45.4K +188 +17%
CW
505
CreativeOne Wealth
Kansas
$316K – – –
AHC
506
Adell Harriman & Carpenter
Texas
$308K -$9.65K -40 -3%
VFA
507
Values First Advisors
Tennessee
$305K +$22.7K +94 +8%
FDCDDQ
508
Federation des caisses Desjardins du Quebec
Quebec, Canada
$304K +$17.9K +74 +6%
WWP
509
Waypoint Wealth Partners
California
$301K – – –
PAM
510
Paradigm Asset Management
New York
$294K -$48.3K -200 -14%
BP
511
BBR Partners
New York
$293K +$20.5K +85 +8%
PWSG
512
Pacific Wealth Strategies Group
California
$287K – – –
OIA
513
Optimum Investment Advisors
Illinois
$287K +$36.2K +150 +15%
RF
514
Rollins Financial
Georgia
$285K +$281K +1,163 New
TI
515
Tidal Investments
Wisconsin
$284K +$280K +1,161 New
FRA
516
Frank Rimerman Advisors
California
$284K – – –
GC
517
Grace Capital
Massachusetts
$281K +$44.2K +183 +19%
WA1
518
Wimmer Associates 1
California
$273K +$49.5K +205 +23%
CAPTRUST Financial Advisors
519
CAPTRUST Financial Advisors
North Carolina
$271K -$179K -740 -40%
CCB
520
Cutter & Co Brokerage
Missouri
$269K – – –
GLA
521
Great Lakes Advisors
Illinois
$267K -$182K -755 -41%
CAG
522
Crestwood Advisors Group
Massachusetts
$267K +$9.65K +40 +4%
ABTD
523
Arvest Bank Trust Division
Oklahoma
$263K +$259K +1,074 New
NFG
524
Nadler Financial Group
Illinois
$262K +$965 +4 +0.4%
FHC
525
First Heartland Consultants
Missouri
$262K +$258K +1,070 New