We are live on ! Find out more
SAP icon

SAP
SAP

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
326
Bridgewater Advisors
New York
$991K +$175K +1,028 +24%
PVM
327
Palogic Value Management
Texas
$962K +$14.3K +84 +1%
SFFS
328
Stonehage Fleming Financial Services
Jersey
$952K +$398K +2,334 +61%
BL
329
Balentine LLC
Georgia
$943K +$79K +463 +8%
FLFS
330
Family Legacy Financial Solutions
North Carolina
$934K +$983K +5,762 New
NS
331
NBC Securities
Alabama
$927K +$325K +1,905 +46%
DG
332
DMC Group
Alabama
$927K -$73.7K -432 -7%
MCM
333
MAI Capital Management
Ohio
$925K +$200K +1,173 +24%
SC
334
Syon Capital
California
$924K +$63.6K +373 +7%
CCA
335
Checchi Capital Advisers
California
$908K -$28K -164 -3%
BPA
336
Beacon Pointe Advisors
California
$904K -$367K -2,151 -27%
PWPS
337
Pinnacle Wealth Planning Services
Ohio
$894K -$158K -924 -14%
SPC
338
Sigma Planning Corp
Michigan
$888K +$983K +5,765 New
CAG
339
Cypress Advisory Group
Arizona
$881K – – –
ADL
340
Asset Dedication LLC
California
$881K +$79.5K +466 +9%
CWM
341
Circle Wealth Management
New Jersey
$867K +$95.2K +558 +11%
AWM
342
AE Wealth Management
Kansas
$867K +$189K +1,108 +25%
KAS
343
Kestra Advisory Services
Texas
$858K +$534K +3,132 +129%
MWM
344
Modern Wealth Management
Kansas
$855K +$72.1K +423 +8%
CIM
345
Confluence Investment Management
Missouri
$836K -$171 -1 -0%
ACM
346
Advisors Capital Management
New Jersey
$826K -$444K -2,604 -33%
GRP
347
Global Retirement Partners
California
$825K +$913K +5,351 New
CCM
348
Coldstream Capital Management
Washington
$819K -$596K -3,495 -40%
SP
349
SIH Partners
Delaware
$815K +$902K +5,290 New
MPPW
350
Mitchell & Pahl Private Wealth
Oklahoma
$812K +$36.7K +215 +4%
12 13
14
15 16