We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
426
Laird Norton Wetherby Wealth Management
California
$490K -$19.2K -85 -4%
MAP
427
Moody Aldrich Partners
Massachusetts
$487K +$13.6K +60 +3%
Vontobel Holding
428
Vontobel Holding
Switzerland
$476K
LFAS
429
Level Four Advisory Services
Texas
$475K -$4.75K -21 -1%
O
430
Ossiam
France
$472K -$107K -473 -18%
AWM
431
Apollon Wealth Management
South Carolina
$460K +$154K +680 +48%
ACM
432
Allred Capital Management
Texas
$456K +$124K +549 +36%
KAS
433
Kestra Advisory Services
Texas
$453K -$2.26K -10 -0.5%
Carson Wealth (CWM LLC)
434
Carson Wealth (CWM LLC)
Nebraska
$453K +$53.4K +236 +13%
CCA
435
Conestoga Capital Advisors
Pennsylvania
$453K +$124K +549 +36%
VI
436
Vestcor Inc
New Brunswick, Canada
$448K -$71.7K -317 -13%
VA
437
Vident Advisory
Georgia
$447K +$461K +2,038 New
P
438
Pitcairn
Pennsylvania
$440K +$49.8K +220 +12%
BRWA
439
B. Riley Wealth Advisors
Florida
$433K +$60.9K +269 +16%
KBFS
440
Kohmann Bosshard Financial Services
Ohio
$432K
WWP
441
WR Wealth Planners
Missouri
$428K -$48.6K -215 -10%
PWP
442
Phillips Wealth Planners
Mississippi
$426K +$17.6K +78 +4%
IWC
443
Integrated Wealth Concepts
Massachusetts
$424K +$23.8K +105 +6%
CI Investments Inc
444
CI Investments Inc
Ontario, Canada
$422K -$63.6K -281 -13%
GT
445
Greenleaf Trust
Michigan
$414K +$11.5K +51 +3%
BFA
446
Beaumont Financial Advisors
Massachusetts
$407K +$1.58K +7 +0.4%
MIM
447
MTM Investment Management
South Carolina
$405K +$4.98K +22 +1%
AT
448
American Trust
Kentucky
$401K -$59.9K -265 -13%
Northwestern Mutual Wealth Management
449
Northwestern Mutual Wealth Management
Wisconsin
$395K -$407K -1,799 -50%
WCF
450
West Coast Financial
California
$393K -$54.7K -242 -12%