We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
626
Crossmark Global Holdings
Texas
$245K +$7.84K +20 +3%
BSW
627
Buckingham Strategic Wealth
Missouri
$244K +$1.96K +5 +0.7%
CLOS
628
Compagnie Lombard Odier SCmA
Switzerland
$244K +$118K +300 +67%
UAS
629
United Asset Strategies
New York
$240K – – –
CFGS
630
Concourse Financial Group Securities
Alabama
$239K +$19.6K +50 +7%
SFG
631
Sovereign Financial Group
Connecticut
$239K +$288K +735 New
ACM
632
Anfield Capital Management
California
$236K -$136K -348 -32%
WCM
633
WealthBridge Capital Management
Ohio
$235K – – –
Vanguard Personalized Indexing Management
634
Vanguard Personalized Indexing Management
California
$232K +$279K +711 New
NCM
635
Novare Capital Management
North Carolina
$231K -$15.7K -40 -5%
TIAM2
636
Tru Independence Asset Management 2
Oregon
$230K +$24.3K +62 +10%
AG
637
AlphaSimPlex Group
Massachusetts
$228K +$274K +699 New
KCMH
638
Keywise Capital Management (HK)
Hong Kong
$228K +$274K +700 New
Northwestern Mutual Wealth Management
639
Northwestern Mutual Wealth Management
Wisconsin
$227K +$202K +515 +283%
LOAMU
640
Lombard Odier Asset Management (USA)
New York
$227K +$273K +697 New
IFWM
641
Institute for Wealth Management
Colorado
$223K +$21.9K +56 +9%
Cerity Partners
642
Cerity Partners
New York
$223K +$268K +683 New
PPP
643
Private Portfolio Partners
New Jersey
$221K +$266K +679 New
IA
644
IFP Advisors
Florida
$221K -$17.2K -44 -6%
AF
645
Advisornet Financial
Minnesota
$220K -$74.5K -190 -22%
LWAC
646
Laurel Wealth Advisors (California)
California
$220K +$264K +673 New
BTWM
647
Baker Tilly Wealth Management
Wisconsin
$219K +$264K +673 New
AC
648
Abbrea Capital
California
$218K +$7.84K +20 +3%
MA
649
MANA Advisors
New York
$217K +$261K +666 New
BNP Paribas Asset Management
650
BNP Paribas Asset Management
France
$216K -$123K -313 -32%