We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
526
Bessemer Group
New Jersey
$368K +$48.5K +708 +15%
TC
527
TwinBeech Capital
New York
$367K +$380K +5,548 New
PWAG
528
Polaris Wealth Advisory Group
California
$366K -$16.3K -238 -4%
WAM
529
Weatherly Asset Management
California
$364K
CL
530
Choreo LLC
Illinois
$362K +$821 +12 +0.2%
TI
531
Tidal Investments
Wisconsin
$361K +$146K +2,132 +64%
CWS
532
Cypress Wealth Services
California
$359K -$27.1K -396 -7%
NCM
533
Neumann Capital Management
California
$354K
FFG
534
Frisch Financial Group
New York
$352K +$2.87K +42 +0.8%
PMA
535
Prudent Man Advisors
Illinois
$352K +$15.1K +220 +4%
MF
536
Manchester Financial
California
$351K +$3.97K +58 +1%
EGM
537
Engineers Gate Manager
New York
$351K +$362K +5,292 New
PP
538
Paloma Partners
Connecticut
$351K +$362K +5,294 New
WP
539
WealthSource Partners
California
$348K +$20.1K +294 +6%
MFW
540
Meristem Family Wealth
Minnesota
$338K +$349K +5,100 New
WA
541
Wealth Alliance
New York
$336K +$4.93K +72 +1%
PTC
542
Private Trust Company
Ohio
$331K -$3.83K -56 -1%
IWC
543
Integrated Wealth Concepts
Massachusetts
$331K +$958 +14 +0.3%
CRWM
544
Castle Rock Wealth Management
California
$331K +$1.23K +18 +0.4%
SWA
545
Stratos Wealth Advisors
Ohio
$330K +$958 +14 +0.3%
BFEC
546
Benjamin F. Edwards & Company
Missouri
$329K +$1.37K +20 +0.4%
OSAM
547
O'Shaughnessy Asset Management
Connecticut
$327K +$55K +804 +19%
SWMP
548
Signature Wealth Management Partners
New Jersey
$326K
Cerity Partners
549
Cerity Partners
New York
$326K +$18.5K +270 +6%
AIA
550
AIMZ Investment Advisors
California
$325K