We are live on ! Find out more
PIPR icon

Piper Sandler

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
151
Geneos Wealth Management
Colorado
$32K +$2.61K +140 +9%
SWA
152
Sutton Wealth Advisors
Florida
$31.5K
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$29K
RCAG
154
Rehmann Capital Advisory Group
Michigan
$17.3K
NCM
155
Nelson Capital Management
California
$17K
QCG
156
Quadrant Capital Group
Ohio
$16K
EW
157
Evoke Wealth
California
$12.7K +$12.5K +672 New
VCM
158
Versant Capital Management
Arizona
$12K +$4.32K +232 +54%
EWM
159
Edge Wealth Management
New York
$9K
PWP
160
Personal Wealth Partners
Minnesota
$8K
AF
161
Advisornet Financial
Minnesota
$8K +$4.03K +216 +102%
FPB
162
First PREMIER Bank
South Dakota
$8K +$7.75K +416 New
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$7K -$4.17K -224 -37%
GT
164
Glenmede Trust
Pennsylvania
$7K -$373 -20 -5%
GRP
165
Global Retirement Partners
California
$7K +$7.31K +392 New
AG
166
Advisor Group
Arizona
$5K -$3.8K -204 -42%
WT
167
Whittier Trust
California
$5K
SIC
168
Salem Investment Counselors
North Carolina
$4K
Toronto Dominion Bank
169
Toronto Dominion Bank
Ontario, Canada
$4K +$3.88K +208 New
GAM
170
Gemmer Asset Management
California
$3K
PFO
171
Pathstone Family Office
New Jersey
$3K
SFS
172
Sowell Financial Services
Arkansas
$3K +$2.83K +152 New
AP
173
Atwood & Palmer
Missouri
$2K
GSC
174
G&S Capital
Colorado
$2K
LWM
175
Liberty Wealth Management
California
$2K