We are live on ! Find out more
SHOP icon

Shopify

Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
326
Prio Wealth Limited Partnership
Massachusetts
$360K
Mercer Global Advisors
327
Mercer Global Advisors
Colorado
$360K +$312K +12,000 New
OFS
328
OneAscent Financial Services
Alabama
$356K +$308K +11,850 New
QCM
329
Quest Capital Management
Texas
$350K +$10.4K +400 +4%
V
330
Veritable
Delaware
$339K -$154K -5,920 -34%
Lido Advisors
331
Lido Advisors
California
$338K -$11.5K -440 -4%
Geode Capital Management
332
Geode Capital Management
Massachusetts
$337K +$293K +11,260 New
CAW
333
Cornerstone Advisors (Washington)
Washington
$332K -$62.5K -2,400 -18%
MAM
334
Mastrapasqua Asset Management
Tennessee
$330K
PBCM
335
Point Break Capital Management
Florida
$321K -$591K -22,710 -68%
PCP
336
Proficio Capital Partners
Massachusetts
$320K +$3.12K +120 +1%
ACI
337
Alpha Cubed Investments
California
$319K -$31.8K -1,220 -10%
RIA
338
Realta Investment Advisors
Delaware
$316K +$215K +8,240 +358%
FGAM
339
Financial Gravity Asset Management
Texas
$312K -$68.2K -2,620 -20%
WSTAM
340
Wilbanks Smith & Thomas Asset Management
Virginia
$311K +$269K +10,350 New
NSAM
341
North Star Asset Management
Wisconsin
$304K
RBFC
342
Roman Butler Fullerton & Co
Missouri
$300K
SYBT
343
Stock Yards Bank & Trust
Kentucky
$300K
LWAC
344
Laurel Wealth Advisors (California)
California
$299K +$7.03K +270 +3%
AT
345
Arden Trust
Delaware
$293K -$309K -11,860 -55%
LOAME
346
Lombard Odier Asset Management (Europe)
United Kingdom
$290K +$251K +9,650 New
CAL
347
Capital Analysts LLC
Pennsylvania
$287K +$217K +8,350 +690%
DWM
348
Dorchester Wealth Management
Quebec, Canada
$286K -$143K -5,500 -37%
IC
349
Intersect Capital
California
$285K -$13K -500 -5%
MAFM
350
Mid Atlantic Financial Management
Pennsylvania
$279K -$16.7K -640 -6%