We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
526
Wipfli Financial Advisors
Wisconsin
$278K +$289K +4,977 New
EGM
527
Engineers Gate Manager
New York
$277K -$572K -9,836 -66%
WPW
528
Waldron Private Wealth
Pennsylvania
$275K +$8.02K +138 +3%
PFS
529
Prospera Financial Services
Texas
$273K +$284K +4,883 New
RWM
530
Ritholtz Wealth Management
New York
$273K +$285K +4,896 New
ZCA
531
Zeke Capital Advisors
Pennsylvania
$269K
MS
532
Maven Securities
Jersey
$269K +$280K +4,823 New
SFP
533
Sweet Financial Partners
Minnesota
$267K
HPWM
534
Highland Private Wealth Management
Washington
$265K +$4.36K +75 +2%
CAM
535
Close Asset Management
United Kingdom
$264K
HAIM
536
Hunter Associates Investment Management
Pennsylvania
$264K
FFM
537
Forum Financial Management
Illinois
$261K
NQWM
538
Northwest Quadrant Wealth Management
Oregon
$259K +$756 +13 +0.3%
PG
539
Pendal Group
Australia
$254K +$44.8K +770 +20%
SS
540
Simplicity Solutions
Minnesota
$254K +$265K +4,553 New
RHBC
541
R.H. Bluestein & Co
Michigan
$251K
SDWMA
542
Schneider Downs Wealth Management Advisors
Pennsylvania
$251K
SWM
543
Sendero Wealth Management
Texas
$250K -$273K -4,704 -51%
S
544
SignatureFD
Georgia
$250K -$13.3K -229 -5%
SW
545
SVB Wealth
Massachusetts
$249K +$259K +4,460 New
BAM
546
Bellevue Asset Management
Washington
$247K -$28.5K -490 -10%
Cerity Partners
547
Cerity Partners
New York
$245K -$87.6K -1,507 -26%
MM
548
MQS Management
New York
$242K -$530K -9,109 -68%
CI
549
Conning Inc
Connecticut
$240K -$29.9K -514 -11%
Lido Advisors
550
Lido Advisors
California
$238K +$8.95K +154 +4%