We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CW
676
Channel Wealth
California
$225K -$276 -1 -0.1%
PCM
677
Prelude Capital Management
New York
$225K -$308K -1,116 -59%
SWM
678
Shakespeare Wealth Management
Wisconsin
$225K +$1.1K +4 +0.5%
RFN
679
RDA Financial Network
Iowa
$224K -$335K -1,216 -61%
DWT
680
Dorsey & Whitney Trust
South Dakota
$224K +$213K +773 New
BW
681
BIP Wealth
Georgia
$223K +$212K +770 New
SFA
682
Sequoia Financial Advisors
Ohio
$223K +$551 +2 +0.3%
BPA
683
Beacon Pointe Advisors
California
$221K -$1.24M -4,507 -86%
IA
684
IFP Advisors
Florida
$220K -$30.6K -111 -13%
FIA
685
Foundations Investment Advisors
Arizona
$218K +$207K +752 New
MHIC
686
Marble Harbor Investment Counsel
Massachusetts
$217K +$207K +750 New
TC
687
Truvestments Capital
Florida
$217K -$290K -1,053 -58%
MIM
688
Morningstar Investment Management
Illinois
$217K +$202K +732 New
WAM
689
Weatherly Asset Management
California
$216K +$206K +747 New
LIM
690
Longfellow Investment Management
Massachusetts
$215K +$1.1K +4 +0.5%
PA
691
Pinnacle Associates
New York
$214K +$204K +741 New
HWM
692
HB Wealth Management
Georgia
$214K +$203K +738 New
NIM
693
NEOS Investment Management
Connecticut
$213K +$203K +736 New
SAM
694
Silvercrest Asset Management
New York
$213K +$203K +735 New
SAM
695
Smartleaf Asset Management
Massachusetts
$212K +$52.6K +191 +35%
MYLI
696
Meiji Yasuda Life Insurance
Japan
$211K -$265K -963 -57%
HI
697
Horizon Investments
North Carolina
$211K -$20.9K -76 -9%
SAM
698
Strategy Asset Managers
California
$209K +$199K +723 New
UCFA
699
United Capital Financial Advisors
Texas
$209K +$199K +722 New
DBIA
700
Dumont & Blake Investment Advisors
New Jersey
$209K +$199K +721 New