We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
276
Cedar Brook Financial Partners
Ohio
$561K -$19.8K -150 -4%
PFO
277
Pathstone Family Office
New Jersey
$549K -$123K -927 -19%
IB
278
Intrust Bank
Kansas
$548K +$16.7K +126 +3%
ERSOT
279
Employees Retirement System of Texas
Texas
$532K
RP
280
Riverwater Partners
Wisconsin
$531K
AWAU
281
Alliance Wealth Advisors (Utah)
Utah
$515K +$24.7K +187 +5%
HPG
282
Harvest Portfolios Group
Ontario, Canada
$505K -$111K -838 -19%
PAG
283
Private Advisor Group
New Jersey
$501K +$123K +930 +34%
CWM
284
Cordatus Wealth Management
Pennsylvania
$499K +$483K +3,650 New
MWM
285
Modera Wealth Management
New Jersey
$492K +$476K +3,599 New
PA
286
Parallel Advisors
California
$488K +$17.3K +131 +4%
CGA
287
Channing Global Advisors
Florida
$483K +$18.6K +141 +4%
KIA
288
KLR Investment Advisors
Rhode Island
$482K +$466K +3,526 New
PP
289
PDS Planning
Ohio
$481K -$31.9K -241 -6%
Cambridge Investment Research Advisors
290
Cambridge Investment Research Advisors
Iowa
$480K +$74.8K +566 +19%
Janus Henderson Group
291
Janus Henderson Group
$475K
HSBC Holdings
292
HSBC Holdings
United Kingdom
$473K -$8.46K -64 -2%
ASN
293
Advisory Services Network
Georgia
$467K +$2.91K +22 +0.6%
HCMG
294
Howard Capital Management Group
California
$465K
OWA
295
One Wealth Advisors
California
$464K +$2.38K +18 +0.5%
MOS
296
MGO One Seven
Ohio
$456K +$4.23K +32 +1%
AIA
297
Angeles Investment Advisors
California
$455K -$149K -1,124 -25%
ECM
298
ExodusPoint Capital Management
New York
$451K -$379K -2,865 -47%
BOH
299
Bank of Hawaii
Hawaii
$444K -$4.1K -31 -0.9%
ICG
300
InterOcean Capital Group
Tennessee
$442K -$34.9K -264 -8%