We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PW
1476
Pandora Wealth
Illinois
$226K – – –
MAM
1477
Mystic Asset Management
Rhode Island
$226K -$6.85K -100 -3%
PCMH
1478
Polymer Capital Management (HK)
Hong Kong
$225K -$47K -687 -18%
GM
1479
GeoWealth Management
Illinois
$225K -$145K -2,123 -41%
AF
1480
Arrow Financial
New York
$225K +$207K +3,026 New
BFG
1481
Beacon Financial Group
Texas
$225K +$207K +3,023 New
AC
1482
Avory & Company
Florida
$224K +$207K +3,017 New
GF
1483
Gries Financial
Ohio
$224K +$207K +3,017 New
AC
1484
AXQ Capital
New Jersey
$224K -$480K -7,015 -70%
Cohen & Steers
1485
Cohen & Steers
New York
$223K -$10.7K -156 -5%
CA
1486
Centerpoint Advisors
Massachusetts
$223K – – –
CAS
1487
CTC Alternative Strategies
Illinois
$223K +$205K +3,000 New
HCM
1488
Howland Capital Management
Massachusetts
$223K +$205K +3,000 New
APP
1489
Avantax Planning Partners
Iowa
$223K -$21.7K -317 -10%
OPW
1490
Osprey Private Wealth
New York
$222K +$199K +2,900 New
WAL
1491
W Advisors LLC
Tennessee
$222K +$204K +2,984 New
Financial Engines Advisors
1492
Financial Engines Advisors
California
$221K +$203K +2,967 New
WBG
1493
Wharton Business Group
Pennsylvania
$221K +$204K +2,975 New
SVWAG
1494
Sound View Wealth Advisors Group
Georgia
$220K +$203K +2,964 New
JSSH
1495
J. Safra Sarasin Holding
$220K -$46.8K -683 -19%
TC
1496
Trilogy Capital
California
$219K +$202K +2,949 New
BL
1497
Balentine LLC
Georgia
$219K +$202K +2,945 New
RF
1498
Rossby Financial
Florida
$218K +$24.4K +357 +14%
TFCP
1499
Twin Focus Capital Partners
Massachusetts
$217K +$200K +2,925 New
IIA
1500
IPG Investment Advisors
California
$217K +$200K +2,920 New