We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GT
101
Greenleaf Trust
Michigan
$260K +$270K +4,451 New
Ameriprise
102
Ameriprise
Minnesota
$245K +$254K +4,192 New
WFA
103
Wellspring Financial Advisors
Ohio
$244K +$253K +4,174 New
RWM
104
Ritholtz Wealth Management
New York
$239K +$364 +6 +0.1%
UBS AM
105
UBS AM
Illinois
$236K +$217K +3,571 +775%
Focus Partners Wealth
106
Focus Partners Wealth
Massachusetts
$233K +$242K +3,988 New
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$227K +$235K +3,879 New
Allspring Global Investments
108
Allspring Global Investments
North Carolina
$222K +$230K +3,793 New
QCM
109
QRG Capital Management
Illinois
$219K +$227K +3,741 New
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$216K +$45.2K +745 +25%
CP
111
Canopy Partners
Ohio
$213K +$221K +3,644 New
MMA
112
Miracle Mile Advisors
California
$209K +$217K +3,580 New
GA
113
Greenspring Advisors
Maryland
$208K +$215K +3,550 New
KeyBank National Association
114
KeyBank National Association
Ohio
$200K +$208K +3,427 New
ACA
115
Atlas Capital Advisors
Wyoming
$184K +$170K +2,805 +825%
HFS
116
Hantz Financial Services
Michigan
$182K -$7.22K -119 -4%
EWA
117
EverSource Wealth Advisors
Alabama
$152K +$62.4K +1,029 +66%
PWPS
118
Pinnacle Wealth Planning Services
Ohio
$145K +$22.2K +366 +17%
JP Morgan Chase
119
JP Morgan Chase
New York
$141K +$21.4K +352 +16%
AF
120
Allworth Financial
California
$134K +$72.3K +1,192 +108%
FFA
121
Farther Finance Advisors
California
$128K +$27.3K +450 +26%
SG Americas Securities
122
SG Americas Securities
New York
$106K +$110K +1,812 New
II
123
Inspire Investing
Idaho
$93.6K -$364 -6 -0.4%
TRCT
124
Tower Research Capital (TRC)
New York
$86.7K -$246K -4,048 -73%
Bank Julius Baer & Co
125
Bank Julius Baer & Co
Switzerland
$55.6K