We are live on ! Find out more
SHOP icon

Shopify
SHOP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
401
Prio Wealth Limited Partnership
Massachusetts
$500K – – –
CCM
402
Coldstream Capital Management
Washington
$490K -$338K -7,500 -39%
AWE
403
Avidian Wealth Enterprises
Texas
$479K +$13.5K +300 +3%
WCAMG
404
Woodard & Company Asset Management Group
North Carolina
$474K +$47.3K +1,050 +10%
SWM
405
SeaCrest Wealth Management
New York
$470K -$59.1K -1,310 -10%
GIA
406
Gladstone Institutional Advisory
Florida
$465K +$185K +4,100 +58%
APA
407
American Portfolios Advisors
New York
$462K +$23K +510 +5%
PFS
408
Prospera Financial Services
Texas
$461K +$2.71K +60 +0.5%
OFG
409
Oxford Financial Group
Indiana
$452K +$489K +10,850 New
SI
410
Stephens Inc
Arkansas
$437K -$590K -13,090 -56%
SXL
411
Summit X LLC
Missouri
$433K -$34.7K -770 -7%
MWM
412
Meridian Wealth Management
Kentucky
$432K -$46K -1,020 -9%
ASN
413
Advisory Services Network
Georgia
$430K -$39.7K -880 -8%
WJWM
414
Williams Jones Wealth Management
New York
$422K -$96K -2,130 -17%
CIS
415
Capital International Sarl
California
$422K +$457K +10,130 New
RCM
416
Requisite Capital Management
Texas
$417K -$676K -15,000 -60%
CIG
417
Consolidated Investment Group
Colorado
$417K +$451K +10,000 New
TMC
418
Trellus Management Company
Florida
$417K +$451K +10,000 New
DWT
419
Dorsey & Whitney Trust
South Dakota
$416K -$27.5K -610 -6%
WP
420
WealthSource Partners
California
$412K -$109K -2,410 -20%
WAM
421
World Asset Management
Michigan
$410K – – –
NIT
422
NumerixS Investment Technologies
British Columbia, Canada
$396K -$3.18M -70,600 -88%
CC
423
Cipher Capital
New York
$395K +$427K +9,480 New
CWM
424
Calamos Wealth Management
Illinois
$391K +$423K +9,390 New
MIM
425
Manitou Investment Management
Ontario, Canada
$389K +$421K +9,340 New
15 16
17
18 19