We are live on ! Find out more
SHOP icon

Shopify

Name Holding Trade Value Shares
Change
Change in
Stake
CS
476
Candriam SCA
Luxembourg
$1.58M +$25.2K +240 +2%
Carson Wealth (CWM LLC)
477
Carson Wealth (CWM LLC)
Nebraska
$1.57M
CWS
478
Cypress Wealth Services
California
$1.57M +$1.46M +13,910 New
BF
479
BOK Financial
Oklahoma
$1.57M +$642K +6,120 +79%
AMCA
480
Arthur M. Cohen & Associates
Illinois
$1.56M +$32.5K +310 +2%
DBT
481
Dubuque Bank & Trust
Iowa
$1.55M
BIM
482
Baldwin Investment Management
Pennsylvania
$1.55M -$26.2K -250 -2%
APA
483
American Portfolios Advisors
New York
$1.55M +$140K +1,330 +11%
Cerity Partners
484
Cerity Partners
New York
$1.54M +$18.9K +180 +1%
FFS
485
Founders Financial Securities
Maryland
$1.53M -$478K -4,550 -25%
AP
486
Appleton Partners
Massachusetts
$1.52M +$248K +2,360 +21%
Bank Julius Baer & Co
487
Bank Julius Baer & Co
Switzerland
$1.51M -$630K -6,000 -31%
SBIA
488
Sheaff Brock Investment Advisors
Indiana
$1.51M -$534K -5,090 -28%
Vanguard Personalized Indexing Management
489
Vanguard Personalized Indexing Management
California
$1.5M +$50.4K +480 +4%
AIA
490
Avalon Investment & Advisory
Texas
$1.49M +$343K +3,270 +33%
BA
491
Bristlecone Advisors
Washington
$1.48M +$292K +2,780 +27%
PWSG
492
Pacific Wealth Strategies Group
California
$1.46M +$894K +8,520 +227%
CWM
493
Calamos Wealth Management
Illinois
$1.43M +$180K +1,710 +16%
SWM
494
SeaCrest Wealth Management
New York
$1.42M +$121K +1,150 +10%
CIM
495
Confluence Investment Management
Missouri
$1.42M -$509K -4,850 -28%
LCM
496
Logan Capital Management
Pennsylvania
$1.41M +$7.35K +70 +0.6%
PJB
497
Paul John Balson
California
$1.41M +$233K +2,220 +22%
PWLP
498
Prio Wealth Limited Partnership
Massachusetts
$1.41M +$45.1K +430 +4%
PAI
499
Pittenger & Anderson Inc
Nebraska
$1.4M +$504K +4,800 +63%
Fiera Capital (Canada)
500
Fiera Capital (Canada)
Quebec, Canada
$1.39M -$10.5M -100,140 -89%