We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
1026
Wealthspire Advisors (New York)
New York
$346K +$197K +5,439 +152%
CC
1027
Courier Capital
New York
$346K +$109 +3 +0%
Bank Julius Baer & Co
1028
Bank Julius Baer & Co
Switzerland
$345K -$19.6K -542 -6%
IF
1029
Intrua Financial
Texas
$343K +$14.2K +392 +5%
WP
1030
Wealthspan Partners
Iowa
$342K – – –
AWM
1031
Athena Wealth Management
Nevada
$342K +$323K +8,899 New
RWPA
1032
Richard W. Paul & Associates
Michigan
$341K -$24.1K -664 -7%
WPC
1033
Waters Parkerson & Co
Louisiana
$339K -$21.6K -595 -6%
WFAG
1034
Worth Financial Advisory Group
North Carolina
$338K -$24.6K -680 -7%
MFS
1035
Miller Financial Services
Michigan
$336K -$7.61K -210 -2%
VAM
1036
Verity Asset Management
North Carolina
$335K -$214K -5,909 -40%
GH
1037
GAM Holding
Switzerland
$333K +$315K +8,683 New
ONSWM
1038
Old North State Wealth Management
North Carolina
$332K -$13.5K -372 -4%
CAAS
1039
Capital Asset Advisory Services
Michigan
$332K +$28.4K +784 +11%
HT
1040
Headlands Technologies
Illinois
$331K -$645K -17,793 -67%
TFA
1041
Transamerica Financial Advisors
Florida
$329K +$62.4K +1,721 +25%
CS
1042
Cannell & Spears
New York
$328K -$49.8K -1,375 -14%
PL
1043
Perpetual Ltd
Australia
$327K -$5.77M -159,190 -95%
FFN
1044
Focus Financial Network
Minnesota
$326K -$5.84K -161 -2%
SC
1045
Schulhoff & Co
Ohio
$325K – – –
OP
1046
Oslo Pensjonsforsikring
$325K – – –
CCG
1047
Coastwise Capital Group
California
$325K +$1.74K +48 +0.6%
EAM
1048
Evanson Asset Management
California
$325K – – –
RP
1049
Riverwater Partners
Wisconsin
$324K +$1.3K +36 +0.4%
GDP
1050
Great Diamond Partners
Maine
$323K -$3.63K -100 -1%