We are live on ! Find out more
STT icon

State Street

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
726
Modera Wealth Management
New Jersey
$580K +$463 +3 +0.1%
FM
727
Foster & Motley
Ohio
$577K -$48.9K -317 -9%
Koshinski Asset Management
728
Koshinski Asset Management
Illinois
$575K +$522K +3,388 New
7WCP
729
71 West Capital Partners
Massachusetts
$573K +$201K +1,305 +63%
PWP
730
Private Wealth Partners
California
$572K
OCA
731
OpenArc Corporate Advisory
Georgia
$568K -$559K -3,623 -52%
AG
732
Ascent Group
Virginia
$568K +$65.4K +424 +14%
PT
733
Plimoth Trust
Massachusetts
$567K -$11.6K -75 -2%
PTC
734
Private Trust Company
Ohio
$566K -$2.31K -15 -0.4%
AWM
735
AE Wealth Management
Kansas
$565K -$8.55M -55,423 -94%
SWM
736
SHP Wealth Management
Massachusetts
$560K +$71.2K +462 +16%
PEAK6
737
PEAK6
Illinois
$559K
ZF
738
Zhang Financial
Michigan
$557K +$5.71K +37 +1%
AssetMark Inc
739
AssetMark Inc
California
$548K -$8.94K -58 -2%
FB
740
Fulton Bank
Pennsylvania
$547K -$53K -344 -10%
TAM
741
Trust Asset Management
Texas
$541K -$17.1K -111 -3%
BPAMU
742
BTG Pactual Asset Management US
New York
$540K +$136K +882 +38%
NP
743
NorthRock Partners
Minnesota
$539K -$10.5K -68 -2%
CAM
744
Cidel Asset Management
Ontario, Canada
$536K -$27.1K -176 -5%
BMWM
745
Brown Miller Wealth Management
Virginia
$536K
LWM
746
Laidlaw Wealth Management
New York
$530K +$482K +3,126 New
DT
747
Diversified Trust
Tennessee
$530K +$49.3K +320 +11%
CFA
748
Collaborative Fund Advisors
Nevada
$529K -$54.1K -351 -10%
PCA
749
Pallas Capital Advisors
Massachusetts
$529K -$247K -1,604 -34%
MWM
750
Modern Wealth Management
Kansas
$528K +$480K +3,115 New