We are live on ! Find out more
SONY icon

Sony
SONY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
501
Cottonwood Capital Advisors
Utah
$251K +$228K +9,874 New
WIA
502
World Investment Advisors
California
$248K +$225K +9,753 New
JCM
503
Jacobi Capital Management
Pennsylvania
$248K – – –
TCBWMS
504
Texas Capital Bank Wealth Management Services
Texas
$245K +$223K +9,640 New
MFA
505
Mayflower Financial Advisors
Massachusetts
$242K +$220K +9,526 New
S
506
Sunpointe
Missouri
$241K – – –
EWM
507
Empirical Wealth Management
Washington
$240K +$219K +9,470 New
DI
508
Disciplined Investors
Texas
$238K +$217K +9,375 New
AAP
509
Arax Advisory Partners
Colorado
$237K +$84.9K +3,674 +65%
MHR
510
Matthew Hamilton Rosenberg
$237K – – –
RA
511
Riversedge Advisors
Delaware
$237K +$215K +9,321 New
GWM
512
Geneos Wealth Management
Colorado
$235K +$53.9K +2,333 +34%
ACA
513
Aptus Capital Advisors
Alabama
$234K +$213K +9,223 New
WS
514
Wedbush Securities
California
$231K +$210K +9,105 New
WA
515
Wealth Architects
California
$230K +$210K +9,078 New
RP
516
Riverbridge Partners
Minnesota
$230K +$209K +9,053 New
AF
517
Allworth Financial
California
$229K -$8.39K -363 -4%
DWA
518
Douglass Winthrop Advisors
New York
$227K +$206K +8,925 New
TI
519
Tidal Investments
Wisconsin
$224K -$50K -2,166 -20%
ISL
520
Ingalls & Snyder LLC
New York
$222K +$202K +8,760 New
EBA
521
Eagle Bay Advisors
New York
$219K +$30.7K +1,327 +18%
MCM
522
Morton Capital Management
California
$218K +$180K +7,776 New
X
523
Xponance
Pennsylvania
$218K +$199K +8,594 New
SMA
524
Sage Mountain Advisors
Georgia
$217K +$198K +8,556 New
FTWA
525
Fifth Third Wealth Advisors
Ohio
$214K +$195K +8,446 New
19 20
21
22 23