We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WCG
201
Weaver Consulting Group
California
$283K -$103 -1 -0%
GWM
202
Geneos Wealth Management
Colorado
$278K +$304K +2,950 New
Raymond James Financial
203
Raymond James Financial
Florida
$276K -$113K -1,101 -27%
HighTower Advisors
204
HighTower Advisors
Illinois
$275K -$5.46K -53 -2%
CP
205
Canopy Partners
Ohio
$271K -$8.44K -82 -3%
US Bancorp
206
US Bancorp
Minnesota
$269K -$17.6K -171 -6%
Focus Partners Wealth
207
Focus Partners Wealth
Massachusetts
$266K +$290K +2,820 New
Lazard Asset Management
208
Lazard Asset Management
New York
$248K -$1.88M -18,290 -87%
PF
209
Phoenix Financial
Israel
$242K -$17.1K -166 -6%
PE
210
PCM Encore
Colorado
$241K +$263K +2,556 New
SI
211
Sava Infond
Slovenia
$236K
RAM
212
RWC Asset Management
United Kingdom
$234K
VT
213
Vise Technologies
New York
$231K +$55.1K +535 +28%
SRL
214
Scientech Research LLC
New Jersey
$222K +$243K +2,356 New
N
215
Natixis
France
$214K -$35.3K -343 -13%
BCI
216
Brinker Capital Investments
Pennsylvania
$214K -$23.5K -228 -9%
EL
217
EWA LLC
Pennsylvania
$211K -$206 -2 -0.1%
GWCM
218
Godshalk Welsh Capital Management
Pennsylvania
$208K
VCM
219
Versant Capital Management
Arizona
$156K +$16.4K +159 +11%
IIM
220
Intact Investment Management
Quebec, Canada
$151K +$165K +1,600 New
EWA
221
EverSource Wealth Advisors
Alabama
$143K +$7.31K +71 +5%
HWA
222
HHM Wealth Advisors
Tennessee
$134K
ME
223
McIlrath & Eck
Washington
$124K
CIAM
224
Caitong International Asset Management
Hong Kong
$111K +$111K +1,080 +1,149%
SIC
225
SJS Investment Consulting
Ohio
$108K +$2.78K +27 +2%