We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
301
Institute for Wealth Management
Colorado
$243K
BIAS
302
Beacon Investment Advisory Services
New Jersey
$241K -$13.3K -184 -6%
FTWA
303
Fifth Third Wealth Advisors
Ohio
$236K -$3.32K -46 -2%
CAM
304
Claret Asset Management
Quebec, Canada
$236K +$200K +2,775 New
CB
305
Commerce Bank
Missouri
$236K -$31.6K -437 -14%
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$230K +$196K +2,710 New
RCA
307
Resonant Capital Advisors
Wisconsin
$227K +$193K +2,677 New
CI
308
CX Institutional
Indiana
$226K -$81.3K -1,126 -30%
RA
309
Royce & Associates
New York
$225K +$192K +2,652 New
US Bancorp
310
US Bancorp
Minnesota
$221K -$208K -2,876 -52%
DWP
311
Daymark Wealth Partners
Ohio
$220K +$187K +2,594 New
TCWM
312
Total Clarity Wealth Management
Illinois
$219K +$186K +2,577 New
RFS
313
Richardson Financial Services
Massachusetts
$216K
LB
314
Legacy Bridge
Iowa
$216K -$243K -3,365 -57%
NG
315
Norden Group
Utah
$205K +$174K +2,415 New
SAM
316
Storebrand Asset Management
Norway
$204K -$20.8K -288 -11%
SPIA
317
Steward Partners Investment Advisory
New York
$190K
SO
318
STRS Ohio
Ohio
$189K +$161K +2,226 New
IA
319
IFP Advisors
Florida
$180K -$137K -1,896 -58%
EWA
320
EverSource Wealth Advisors
Alabama
$180K +$94K +1,301 +159%
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$171K +$34.3K +475 +31%
HFM
322
Harvest Fund Management
China
$171K +$144K +1,996 +14,257%
LSA
323
Leonteq Securities AG
Switzerland
$171K -$162K -2,245 -53%
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$161K +$1.16K +16 +0.9%
BC
325
Bayforest Capital
United Kingdom
$154K +$131K +1,813 New