We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TC
676
T3 Companies
New York
$223K +$204K +970 New
OIM
677
Oder Investment Management
California
$220K +$201K +958 New
NP
678
NorthRock Partners
Minnesota
$220K +$34.5K +164 +21%
PCS
679
Personal CFO Solutions
New Jersey
$218K +$200K +949 New
TWA
680
TCI Wealth Advisors
Arizona
$218K +$8.2K +39 +4%
DWP
681
Daymark Wealth Partners
Ohio
$214K +$196K +932 New
GT
682
Glenmede Trust
Pennsylvania
$214K +$196K +930 New
RF
683
Roxbury Financial
New Jersey
$214K +$13.5K +64 +7%
MUMSS
684
Mitsubishi UFJ Morgan Stanley Securities
Japan
$211K +$193K +919 New
LEA
685
Legacy Edge Advisors
New York
$208K – – –
SOS
686
Silver Oak Securities
Tennessee
$207K +$187K +889 New
RFP
687
Roth Financial Partners
Texas
$207K +$189K +900 New
QI
688
Qtron Investments
Massachusetts
$206K +$188K +894 New
SCM
689
Sterling Capital Management
North Carolina
$204K +$150K +712 +402%
GVAG
690
Great Valley Advisor Group
Delaware
$203K -$151K -716 -45%
PWC
691
Pathfinder Wealth Consulting
North Carolina
$202K +$185K +880 New
MWM
692
Moran Wealth Management
Florida
$201K -$73.2K -348 -28%
LAS
693
Legacy Advisory Services
Pennsylvania
$201K -$84.1K -400 -31%
CWG
694
Crown Wealth Group
North Carolina
$201K – – –
WA
695
Waverly Advisors
Alabama
$201K +$184K +873 New
MO
696
McMillan Office
Michigan
$193K +$177K +840 New
SAG
697
SageView Advisory Group
California
$189K +$173K +822 New
BAMCO Inc
698
BAMCO Inc
New York
$182K +$167K +793 New
HIP
699
HUB Investment Partners
Texas
$182K +$11.4K +54 +7%
HIA
700
Harbor Investment Advisory
Maryland
$172K – – –