We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CC
176
Callan Capital
California
$238K +$248K +10,126 New
NAS
177
Nicolet Advisory Services
Wisconsin
$237K +$35.1K +1,436 +15%
Envestnet Portfolio Solutions
178
Envestnet Portfolio Solutions
Illinois
$233K -$321K -13,106 -57%
CFO
179
Callan Family Office
Pennsylvania
$233K -$238K -9,716 -49%
FWI
180
Facet Wealth Inc
Maryland
$233K +$979 +40 +0.4%
WT
181
Whittier Trust
California
$232K
FTUS
182
Flow Traders U.S.
New York
$232K +$241K +9,858 New
SMH
183
Sanders Morris Harris
Texas
$231K
CG
184
Caprock Group
Idaho
$226K +$235K +9,614 New
RWM
185
Ritholtz Wealth Management
New York
$225K +$1.42K +58 +0.6%
FG
186
Foster Group
Iowa
$225K
Citadel Advisors
187
Citadel Advisors
Florida
$225K -$828K -33,849 -78%
P
188
&Partners
Tennessee
$223K +$230K +9,406 New
Allspring Global Investments
189
Allspring Global Investments
North Carolina
$222K +$2.59K +106 +1%
IA
190
IFP Advisors
Florida
$222K +$1.3K +53 +0.6%
YCM
191
Yousif Capital Management
Michigan
$218K
P
192
Pitcairn
Pennsylvania
$217K +$226K +9,225 New
BP
193
Ballentine Partners
Massachusetts
$212K -$15.2K -623 -6%
SFA
194
Sequoia Financial Advisors
Ohio
$211K -$16.4K -672 -7%
DF
195
Dunhill Financial
United Kingdom
$210K
ECM
196
Evergreen Capital Management
Washington
$209K -$98 -4 -0%
SC
197
Scotia Capital
Ontario, Canada
$203K -$15.5K -633 -7%
VCM
198
Versant Capital Management
Arizona
$194K +$189K +7,742 +1,453%
EWA
199
EverSource Wealth Advisors
Alabama
$188K +$25.9K +1,057 +15%
BIG
200
Brooklyn Investment Group
New York
$180K +$162K +6,630 +651%