We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PA
326
Parallel Advisors
California
$838K +$14.5K +516 +2%
CGL
327
Clarius Group LLC
Washington
$836K
FFA
328
Farther Finance Advisors
California
$833K +$439K +15,631 +92%
BPA
329
Beacon Pointe Advisors
California
$832K +$47.4K +1,689 +5%
FFL
330
Future Fund LLC
Illinois
$832K -$124K -4,431 -12%
FC
331
Farley Capital
New York
$828K
STA
332
Summit Trail Advisors
New York
$827K -$183K -6,530 -17%
CAM
333
Cresset Asset Management
Illinois
$821K +$271K +9,638 +43%
WJWM
334
Williams Jones Wealth Management
New York
$800K +$1.57K +56 +0.2%
TVPW
335
Third View Private Wealth
Connecticut
$789K +$866K +30,830 New
CCA
336
Checchi Capital Advisers
California
$782K +$4.07K +145 +0.5%
OCA
337
OpenArc Corporate Advisory
Georgia
$778K +$853K +30,400 New
Fiera Capital (Canada)
338
Fiera Capital (Canada)
Quebec, Canada
$769K -$8.11K -289 -1%
A
339
Allianz
Germany
$768K
QOP
340
Quinn Opportunity Partners
Virginia
$768K
S
341
SimplyRich
California
$761K +$337 +12 +0%
Baird Financial Group
342
Baird Financial Group
Wisconsin
$760K +$4.44K +158 +0.5%
LI
343
LHM Inc
Utah
$755K -$300K -10,676 -27%
AWM
344
Aprio Wealth Management
Georgia
$750K +$11.3K +403 +1%
OIA
345
OneDigital Investment Advisors
Kansas
$744K -$122K -4,328 -13%
PFS
346
Prospera Financial Services
Texas
$744K -$6.82K -243 -0.8%
VCM
347
Versant Capital Management
Arizona
$738K +$81.6K +2,907 +11%
BWA
348
Basecamp Wealth Advisors
Washington
$731K +$802K +28,562 New
FTA
349
Financial & Tax Architects
Missouri
$731K -$46.5K -1,658 -5%
VFA
350
Valeo Financial Advisors
Indiana
$729K +$21.1K +752 +3%