We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
576
Guild Investment Management
California
$224K +$238K +1,000 New
BTWM
577
Baker Tilly Wealth Management
Wisconsin
$223K +$5.24K +22 +2%
CFG
578
Cooper Financial Group
California
$223K +$237K +993 New
FC
579
Financial Consulate
Maryland
$222K +$15.5K +65 +7%
Lido Advisors
580
Lido Advisors
California
$221K -$19.5K -82 -8%
HCM
581
Highview Capital Management
Illinois
$220K +$234K +983 New
FFA
582
First Foundation Advisors
California
$219K +$4.29K +18 +2%
IFWM
583
Institute for Wealth Management
Colorado
$216K +$229K +962 New
GCM
584
Graham Capital Management
Connecticut
$216K +$231K +968 New
H
585
HoyleCohen
California
$215K +$229K +960 New
AFC
586
AFT Forsyth & Company
Florida
$214K -$59.6K -250 -21%
MA
587
Montag & Associates
Georgia
$214K +$11.9K +50 +6%
MWM
588
Modera Wealth Management
New Jersey
$213K +$226K +948 New
SP
589
Symmetry Partners
Connecticut
$211K +$224K +942 New
CM
590
Castleark Management
Illinois
$207K – – –
FCH
591
Freestone Capital Holdings
Washington
$205K +$218K +916 New
LFP
592
Leeward Financial Partners
Washington
$204K +$217K +909 New
PCM
593
Prelude Capital Management
New York
$203K -$1.51M -6,349 -88%
CI
594
Cigna Investments
Connecticut
$203K -$9.77K -41 -4%
LA
595
LexAurum Advisors
Kansas
$203K +$2.14K +9 +1%
NFC
596
Northeast Financial Consultants
Connecticut
$202K -$17.9K -75 -8%
PAM
597
Paradigm Asset Management
New York
$202K -$47.6K -200 -18%
CA
598
Claro Advisors
Massachusetts
$201K -$23.1K -97 -10%
ED
599
Exane Derivatives
France
$189K -$56.9K -239 -22%
SSB
600
Sandy Spring Bank
Maryland
$182K -$35.7K -150 -16%