We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
251
Callan Family Office
Pennsylvania
$559K +$40.8K +227 +8%
MFS
252
Mirabella Financial Services
United Kingdom
$556K +$522K +2,907 New
VA
253
Vident Advisory
Georgia
$548K -$12.6K -70 -2%
BHPW
254
Beverly Hills Private Wealth
California
$545K -$65.6K -365 -11%
WMA
255
Wealth Management Associates
New Jersey
$544K
MML Investors Services
256
MML Investors Services
Massachusetts
$541K +$65.9K +367 +15%
GT
257
Greenleaf Trust
Michigan
$537K +$1.8K +10 +0.4%
1IA
258
1620 Investment Advisors
Massachusetts
$510K -$898 -5 -0.2%
BMCM
259
Burns Matteson Capital Management
New York
$509K +$11.3K +63 +2%
TWPM
260
Total Wealth Planning & Management
Florida
$508K +$477K +2,654 New
MF
261
Magnetar Financial
Illinois
$507K +$476K +2,649 New
CIBC World Market
262
CIBC World Market
Ontario, Canada
$494K -$43.7K -243 -9%
CG
263
Cynosure Group
Utah
$494K +$464K +2,580 New
MFG
264
Merit Financial Group
Georgia
$493K -$46.5K -259 -9%
CB
265
Commerce Bank
Missouri
$487K -$1.26K -7 -0.3%
CIS
266
Custom Index Systems
New York
$481K -$286K -1,594 -39%
NP
267
Nilsine Partners
Colorado
$476K +$60.7K +338 +16%
Balyasny Asset Management
268
Balyasny Asset Management
Illinois
$472K +$443K +2,467 New
KPWS
269
Kestra Private Wealth Services
Texas
$469K +$1.44K +8 +0.3%
SF
270
Symphony Financial
Texas
$465K -$129K -716 -23%
WAM
271
Watershed Asset Management
California
$463K +$435K +2,421 New
DWT
272
Dorsey & Whitney Trust
South Dakota
$463K +$4.67K +26 +1%
KFS
273
Keynote Financial Services
Connecticut
$460K -$7.01K -39 -2%
Daiwa Securities Group
274
Daiwa Securities Group
Japan
$459K +$23.9K +133 +6%
SWA
275
Sax Wealth Advisors
New Jersey
$455K +$427K +2,375 New