We are live on ! Find out more
SHOP icon

Shopify

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
576
Confluence Wealth Services
Pennsylvania
$793K -$66 -1 -0%
BBA
577
BLB&B Advisors
Pennsylvania
$788K -$59.7K -900 -7%
WI
578
WrapManager Inc
California
$786K +$789K +11,902 New
BBA
579
Baader Bank Aktiengesellschaft
Germany
$786K +$248K +3,745 +45%
WC
580
Woodstock Corp
Massachusetts
$779K – – –
VEA
581
Virtus ETF Advisers
New York
$777K +$780K +11,762 New
PIA
582
Perennial Investment Advisors
California
$776K +$7.96K +120 +1%
MIF
583
Mediolanum International Funds
Ireland
$776K -$93K -1,402 -10%
IAN
584
Integrated Advisors Network
Texas
$774K +$84K +1,266 +12%
ACH
585
ArrowMark Colorado Holdings
Colorado
$773K – – –
RSWM
586
Robertson Stephens Wealth Management
California
$770K +$2.45K +37 +0.3%
SWM
587
StoneCrest Wealth Management
Arizona
$764K -$250K -3,772 -25%
PS
588
Principal Securities
Iowa
$762K +$17.9K +270 +2%
SFA
589
Souders Financial Advisors
Ohio
$761K +$24.5K +370 +3%
TCM
590
Tybourne Capital Management
Hong Kong
$757K +$760K +11,461 New
CIA
591
Concurrent Investment Advisors
Florida
$755K +$58.5K +882 +8%
AFM
592
Abbot Financial Management
Massachusetts
$753K +$230K +3,472 +44%
QWM
593
Quadcap Wealth Management
Texas
$750K -$13.6K -205 -2%
Two Sigma Advisers
594
Two Sigma Advisers
New York
$750K -$10.1M -152,300 -93%
CNBT
595
Canandaigua National Bank & Trust
New York
$745K +$748K +11,277 New
RJT
596
Raymond James Trust
Florida
$741K +$225K +3,395 +43%
AFG
597
Atomi Financial Group
New York
$736K -$12.1K -182 -2%
LJAC
598
L.J. Altfest & Co
New York
$734K +$738K +11,119 New
MTWM
599
Masso Torrence Wealth Management
New Jersey
$731K -$15.5K -234 -2%
BSW
600
Buckingham Strategic Wealth
Missouri
$731K +$46.3K +698 +7%