We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LA
151
LVW Advisors
New York
$344K -$402K -13,260 -55%
HIA
152
Harbor Investment Advisory
Maryland
$342K +$10.8K +356 +3%
EI
153
Ellevest Inc
New York
$335K +$68.1K +2,250 +26%
RPA
154
Rock Point Advisors
Vermont
$322K -$16.7K -550 -5%
Franklin Resources
155
Franklin Resources
California
$319K -$20.2K -667 -6%
AAS
156
Avantax Advisory Services
Texas
$299K +$3.79K +125 +1%
MPPW
157
Mitchell & Pahl Private Wealth
Oklahoma
$298K +$76.5K +2,528 +36%
PGFC
158
Peapack-Gladstone Financial Corp
New Jersey
$298K +$290K +9,574 New
PAS
159
Park Avenue Securities
New York
$296K +$288K +9,503 New
PCS
160
Personal CFO Solutions
New Jersey
$282K +$12.1K +398 +5%
VT
161
Vise Technologies
New York
$282K +$275K +9,076 New
MOS
162
MGO One Seven
Ohio
$280K +$11K +362 +4%
EVM
163
Eaton Vance Management
Massachusetts
$276K -$22.5K -743 -8%
Cambridge Investment Research Advisors
164
Cambridge Investment Research Advisors
Iowa
$272K +$11.7K +386 +5%
MIM
165
Martin Investment Management
Florida
$270K
GT
166
Glenmede Trust
Pennsylvania
$268K -$10.5K -347 -4%
ECM
167
Evergreen Capital Management
Washington
$268K +$41.5K +1,370 +19%
WI
168
WrapManager Inc
California
$263K -$4.82K -159 -2%
DCM
169
DGS Capital Management
New Jersey
$255K +$248K +8,190 New
PAG
170
Private Advisor Group
New Jersey
$253K +$16.8K +554 +7%
HW
171
Hancock Whitney
Mississippi
$249K -$36.2K -1,195 -13%
TIA
172
Tiemann Investment Advisors
California
$244K
DWT
173
Dorsey & Whitney Trust
South Dakota
$243K -$394 -13 -0.2%
LWAC
174
Laurel Wealth Advisors (California)
California
$241K -$8.39K -277 -3%
GFS
175
GYL Financial Synergies
Connecticut
$236K +$230K +7,589 New