We are live on ! Find out more
SHOP icon

Shopify

Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
401
Boyd Watterson Asset Management
Ohio
$2.15M +$79.4K +1,243 +5%
AA
402
ALPS Advisors
Colorado
$2.14M -$353K -5,526 -17%
RCM
403
Ratan Capital Management
Florida
$2.12M -$1.46M -22,800 -46%
SP
404
SWS Partners
Ohio
$2.12M -$28K -438 -2%
VA
405
Vident Advisory
Georgia
$2.09M -$96.8K -1,515 -5%
Vanguard Personalized Indexing Management
406
Vanguard Personalized Indexing Management
California
$2.08M +$75.1K +1,176 +5%
BOSSRA
407
B.O.S.S. Retirement Advisors
Utah
$2.07M -$41.7K -653 -2%
CPIG
408
Chicago Partners Investment Group
Illinois
$2.05M -$7.15K -112 -0.4%
SA
409
Strategic Advisors
New York
$2.05M -$1.28K -20 -0.1%
WSC
410
Wellington Shields & Co
New York
$2.04M -$249K -3,897 -13%
LNWWM
411
Laird Norton Wetherby Wealth Management
California
$2.03M +$1.53K +24 +0.1%
ETCM
412
Evolutionary Tree Capital Management
Virginia
$2.03M +$1.66M +26,064 New
KWM
413
Kingsview Wealth Management
Oregon
$2.03M +$87K +1,363 +6%
Envestnet Portfolio Solutions
414
Envestnet Portfolio Solutions
Illinois
$2.01M -$95.1K -1,489 -5%
AF
415
Apexium Financial
Texas
$2.01M
SIG
416
Stonegate Investment Group
Alabama
$2M -$18.1K -284 -1%
SWM
417
Spire Wealth Management
Virginia
$1.98M -$200K -3,139 -11%
JWM
418
Jeppson Wealth Management
California
$1.97M -$1.92K -30 -0.1%
OCM
419
Once Capital Management
New York
$1.95M +$1.6M +25,000 New
CM
420
Churchill Management
California
$1.93M -$292K -4,568 -16%
LAI
421
Legal Advantage Investments
California
$1.91M
PFS
422
Prospera Financial Services
Texas
$1.9M -$26.6K -416 -2%
AWP
423
Ascent Wealth Partners
New York
$1.9M +$36.7K +575 +2%
CTFG
424
Capstone Triton Financial Group
Oklahoma
$1.87M -$95.2K -1,490 -6%
BA
425
Bristlecone Advisors
Washington
$1.86M -$44.9K -703 -3%