We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
401
Meeder Asset Management
Ohio
$502K +$212K +930 +68%
GAG
402
GM Advisory Group
New York
$495K – – –
AL
403
Aspiriant LLC
California
$494K +$273K +1,200 +113%
PAG
404
Private Advisor Group
New Jersey
$486K -$609K -2,676 -55%
TMAM
405
Tokio Marine Asset Management
Japan
$486K +$53.5K +235 +12%
CWM
406
CIBC World Markets
New York
$485K -$1.82M -7,990 -78%
PWPS
407
Pinnacle Wealth Planning Services
Ohio
$485K -$94.2K -414 -16%
ICG
408
InterOcean Capital Group
Tennessee
$481K -$362K -1,590 -42%
DGAM
409
Desjardins Global Asset Management
Quebec, Canada
$480K -$1.59K -7 -0.3%
RWA
410
River Wealth Advisors
Pennsylvania
$478K -$14.8K -65 -3%
LA
411
Legacy Advisors
Pennsylvania
$468K +$117K +516 +32%
BTWM
412
Baker Tilly Wealth Management
Wisconsin
$462K -$7.51K -33 -2%
FC
413
FORA Capital
Florida
$458K +$477K +2,097 New
BFC
414
Bedel Financial Consulting
Indiana
$447K – – –
AWS
415
Atria Wealth Solutions
New York
$447K +$213K +936 +84%
FCI
416
Financial Counselors Inc
Kansas
$446K -$7.28K -32 -2%
AG
417
Ascent Group
Virginia
$446K +$10.2K +45 +2%
SW
418
SVB Wealth
Massachusetts
$438K +$165K +727 +57%
Voloridge Investment Management
419
Voloridge Investment Management
Florida
$437K -$88.1K -387 -16%
Bank Julius Baer & Co
420
Bank Julius Baer & Co
Switzerland
$433K +$299K +1,313 +196%
PWLP
421
Prio Wealth Limited Partnership
Massachusetts
$432K – – –
AT
422
American Trust
Kentucky
$430K -$155K -679 -25%
FFM
423
Forum Financial Management
Illinois
$430K +$38.5K +169 +9%
WEPOG
424
Wealth Enhancement & Preservation of GA
Georgia
$422K -$784K -3,445 -64%
RCM
425
RNC Capital Management
California
$415K – – –