We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CG
351
Caprock Group
Idaho
$327K +$320K +20,227 New
VT
352
Vise Technologies
New York
$325K -$29.4K -1,862 -8%
BCM
353
Brasada Capital Management
Texas
$323K
PSP
354
Principal Street Partners
Tennessee
$322K -$14.3K -906 -4%
TPCW
355
TD Private Client Wealth
New York
$318K +$305K +19,335 +5,949%
AIP
356
Ameritas Investment Partners
Nebraska
$317K
CI
357
Cigna Investments
Connecticut
$316K -$7.61K -482 -2%
Lido Advisors
358
Lido Advisors
California
$316K +$30.2K +1,910 +11%
FMAEN1
359
Fund Management at Engine No 1
California
$316K +$28.5K +1,804 +10%
SI
360
Stephens Inc
Arkansas
$314K +$148K +9,364 +93%
TWM
361
TriaGen Wealth Management
California
$304K
QCM
362
Quantinno Capital Management
New York
$304K +$40.8K +2,581 +16%
DWM
363
Drive Wealth Management
Utah
$303K +$4K +253 +1%
PAS
364
Park Avenue Securities
New York
$299K +$292K +18,505 New
ZB
365
Zions Bancorporation
Utah
$297K +$29.3K +1,852 +11%
EF
366
Empirical Finance
Pennsylvania
$296K +$96.2K +6,087 +50%
PL
367
Perpetual Ltd
Australia
$295K +$288K +18,242 New
EI
368
Ethic Inc
New York
$288K +$51.2K +3,238 +22%
FW
369
FirstPurpose Wealth
Utah
$287K +$5.56K +352 +2%
BA
370
Bluesphere Advisors
Pennsylvania
$283K +$276K +17,488 New
CAAS
371
Capital Asset Advisory Services
Michigan
$282K +$1.6K +101 +0.6%
R
372
Rebalance
California
$276K +$270K +17,085 New
GT
373
Greenleaf Trust
Michigan
$272K +$13.1K +828 +5%
Carson Wealth (CWM LLC)
374
Carson Wealth (CWM LLC)
Nebraska
$269K +$39.1K +2,478 +17%
AWM
375
AE Wealth Management
Kansas
$269K +$78.7K +4,982 +43%