We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NP
226
Nilsine Partners
Colorado
$360K -$50.3K -1,367 -13%
BPA
227
Beacon Pointe Advisors
California
$359K -$46.8K -1,272 -12%
FA
228
FDx Advisors
Illinois
$358K +$59K +1,602 +22%
BTWM
229
Baker Tilly Wealth Management
Wisconsin
$354K -$28.4K -772 -8%
Fiera Capital (Canada)
230
Fiera Capital (Canada)
Quebec, Canada
$354K -$369K -10,011 -53%
WA
231
Wealth Alliance
New York
$349K +$1.03K +28 +0.3%
MIM
232
Martin Investment Management
Florida
$344K +$10.1K +275 +3%
SW
233
SVB Wealth
Massachusetts
$344K +$33.9K +921 +12%
P
234
Pitcairn
Pennsylvania
$344K +$320K +8,677 New
HC
235
Henshaw Capital
Massachusetts
$340K
MC
236
Maverick Capital
Texas
$339K +$65.6K +1,782 +26%
PCS
237
Personal CFO Solutions
New Jersey
$335K +$6.3K +171 +2%
RPA
238
Rock Point Advisors
Vermont
$332K -$11.5K -311 -4%
FFP
239
FourThought Financial Partners
Florida
$328K -$9.1K -247 -3%
HNB
240
Huntington National Bank
Ohio
$326K -$8.54K -232 -3%
OL
241
Optas LLC
Texas
$326K +$8.4K +228 +3%
BWP
242
BSW Wealth Partners
Colorado
$324K +$22.7K +616 +8%
CBFP
243
Cedar Brook Financial Partners
Ohio
$317K +$14.4K +392 +5%
AWM
244
Apollon Wealth Management
South Carolina
$316K +$293K +7,956 New
LA
245
LVW Advisors
New York
$312K -$147 -4 -0.1%
LFA
246
Legacy Financial Advisors
Kentucky
$301K +$279K +7,586 New
BHPW
247
Beverly Hills Private Wealth
California
$299K -$10.6K -289 -4%
AWA
248
Aaron Wealth Advisors
Illinois
$298K +$277K +7,525 New
PA
249
Procyon Advisors
Connecticut
$296K +$21.7K +588 +9%
ACC
250
Acorn Creek Capital
Colorado
$295K +$274K +7,429 New