We are live on ! Find out more
PINS icon

Pinterest
PINS

Name Holding Trade Value Shares
Change 		Change in
Stake
P
501
Pitcairn
Pennsylvania
$290K -$12.2K -359 -4%
RA
502
Resolute Advisors
California
$287K – – –
EI
503
Ellevest Inc
New York
$287K +$29.1K +857 +11%
SC
504
Sepio Capital
Utah
$285K -$782 -23 -0.3%
VT
505
Vise Technologies
New York
$285K -$57.3K -1,687 -16%
FFM
506
Forum Financial Management
Illinois
$284K +$102 +3 +0%
EGM
507
Engineers Gate Manager
New York
$283K -$8.5M -250,038 -97%
IAA
508
Independent Advisor Alliance
North Carolina
$280K -$42.6K -1,254 -13%
CWA
509
Clarity Wealth Advisors
California
$278K +$17.8K +525 +7%
SFG
510
Synergy Financial Group
California
$277K – – –
CFG
511
Citizens Financial Group
Rhode Island
$276K +$8.22K +242 +3%
NCM
512
Next Capital Management
New York
$271K -$340 -10 -0.1%
CC
513
Corton Capital
Ontario, Canada
$268K -$48K -1,411 -15%
MCM
514
Mainstream Capital Management
California
$265K +$279K +8,200 New
AF
515
Allworth Financial
California
$264K +$8.8K +259 +3%
SCA
516
Snowden Capital Advisors
New York
$263K +$7.92K +233 +3%
SPC
517
Sigma Planning Corp
Michigan
$260K -$53K -1,561 -16%
FTDI
518
First Trust Direct Indexing
Massachusetts
$252K -$17.9K -527 -6%
FHB
519
First Hawaiian Bank
Hawaii
$251K +$264K +7,766 New
IFG
520
Independent Financial Group
California
$251K +$264K +7,759 New
DWM
521
Dynasty Wealth Management
Florida
$250K +$30.7K +904 +13%
FCM
522
Fourpath Capital Management
Oklahoma
$250K +$72.9K +2,146 +39%
PAS
523
Park Avenue Securities
New York
$248K -$299K -8,810 -53%
STA
524
Summit Trail Advisors
New York
$247K +$260K +7,643 New
1WA
525
180 Wealth Advisors
Washington
$247K +$259K +7,617 New
19 20
21
22 23