We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CA
451
Claro Advisors
Massachusetts
$215K
PWPS
452
Pinnacle Wealth Planning Services
Ohio
$215K -$9.46K -596 -5%
ECM
453
Evergreen Capital Management
Washington
$215K +$173K +10,891 New
KeyBank National Association
454
KeyBank National Association
Ohio
$214K +$587 +37 +0.3%
CIBC World Market
455
CIBC World Market
Ontario, Canada
$214K -$390K -24,552 -69%
SFI
456
Siemens Fonds Invest
Germany
$213K
AA
457
Aire Advisors
California
$212K +$10K +631 +6%
SIS
458
Strategic Investment Solutions
Illinois
$208K +$166K +10,427 +8,210%
EPA
459
Element Pointe Advisors
Florida
$206K +$166K +10,448 New
SWM
460
Shrier Wealth Management
California
$205K +$165K +10,392 New
NW
461
NewEdge Wealth
Pennsylvania
$205K +$165K +10,381 New
DS
462
DRW Securities
Illinois
$204K -$306K -19,263 -65%
JWCA
463
J.W. Cole Advisors
Florida
$202K -$96.5K -6,078 -34%
HAG
464
HighPoint Advisor Group
Illinois
$200K -$2.87K -181 -2%
Luther King Capital Management (LKCM)
465
Luther King Capital Management (LKCM)
Texas
$199K +$160K +10,103 New
PWAC
466
Private Wealth Advisors (California)
California
$198K +$159K +10,029 New
SG
467
Sharper & Granite
California
$197K
QOP
468
Quinn Opportunity Partners
Virginia
$197K +$159K +10,000 New
T
469
TrueFG
Texas
$197K +$159K +10,000 New
WQ
470
Wealth Quarterback
New Jersey
$197K +$159K +10,000 New
VSQM
471
V-Square Quantitative Management
Illinois
$194K +$156K +9,836 New
YCM
472
Yousif Capital Management
Michigan
$189K +$185K +11,680 New
CFD
473
Creative Financial Designs
Indiana
$181K +$397 +25 +0.3%
MCM
474
MAI Capital Management
Ohio
$178K -$18.2K -1,148 -11%
BCWM
475
Bartlett & Co Wealth Management
Ohio
$166K