We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GM
226
GeoWealth Management
Illinois
$572K -$159K -3,258 -22%
SCM
227
Sterling Capital Management
North Carolina
$567K +$39.9K +816 +8%
LTAS
228
Linden Thomas Advisory Services
North Carolina
$546K +$56.8K +1,160 +12%
Focus Partners Wealth
229
Focus Partners Wealth
Massachusetts
$542K +$18.6K +381 +4%
GI
230
Gradient Investments
Minnesota
$537K +$9.35K +191 +2%
Fiera Capital (Canada)
231
Fiera Capital (Canada)
Quebec, Canada
$525K +$95K +1,941 +23%
Vontobel Holding
232
Vontobel Holding
Switzerland
$523K +$508K +10,384 New
MJP
233
Michael J. Puzo
$521K +$39.1K +800 +8%
KI
234
Keystone Investors
Singapore
$518K +$228K +4,667 +83%
WA
235
Wealth Alliance
New York
$517K -$8.91K -182 -2%
CC
236
Callan Capital
California
$516K +$104K +2,128 +26%
VCM
237
Versant Capital Management
Arizona
$513K +$464K +9,486 +1,383%
MOS
238
MGO One Seven
Ohio
$511K -$179K -3,648 -26%
CIA
239
Concurrent Investment Advisors
Florida
$498K +$483K +9,877 New
JSW
240
Journey Strategic Wealth
New Jersey
$497K +$50.9K +1,041 +12%
Thrivent Financial for Lutherans
241
Thrivent Financial for Lutherans
Minnesota
$493K
NG
242
Norden Group
Utah
$488K -$29.7K -607 -6%
APWM
243
Argonautica Private Wealth Management
Massachusetts
$485K +$43.7K +892 +10%
PAG
244
Private Advisor Group
New Jersey
$482K -$44K -899 -9%
FOA
245
Five Oceans Advisors
California
$477K
CWM
246
Congress Wealth Management
Massachusetts
$470K -$15.3K -313 -3%
PWPS
247
Pinnacle Wealth Planning Services
Ohio
$468K +$20.7K +423 +5%
CFO
248
Callan Family Office
Pennsylvania
$468K -$210K -4,301 -32%
PSP
249
Principal Street Partners
Tennessee
$462K
CGL
250
Clarius Group LLC
Washington
$460K +$61.4K +1,255 +16%