We are live on ! Find out more
STT icon

State Street

Name Holding Trade Value Shares
Change
Change in
Stake
PPC
826
Park Place Capital
Alabama
$1.54K – – –
WPA
827
West Paces Advisors
Georgia
$1.46K -$1.01K -14 -41%
CWC
828
Carolinas Wealth Consulting
North Carolina
$1.33K – – –
CAS
829
Coppell Advisory Solutions
Texas
$1.02K +$1.01K +14 New
LF
830
Lee Financial
Texas
$960 -$719 -10 -43%
CA
831
Crewe Advisors
Utah
$952 +$935 +13 New
BCMLT
832
Beacon Capital Management LLC (Tennessee)
Tennessee
$951 – – –
SWA
833
SOA Wealth Advisors
New York
$809 – – –
SIS
834
Strategic Investment Solutions
Illinois
$753 – – –
BC
835
Barrett & Company
Rhode Island
$732 – – –
CTA
836
Colonial Trust Advisors
South Carolina
$732 – – –
DWA
837
Delos Wealth Advisors
Texas
$659 – – –
GI
838
Gradient Investments
Minnesota
$659 +$647 +9 New
CP
839
Castleview Partners
Texas
$366 – – –
TWP
840
TFO Wealth Partners
Ohio
$366 – – –
LFG
841
Larson Financial Group
Missouri
$297 – – –
RA
842
Rise Advisors
New York
$12 – – –
TC
843
TwinBeech Capital
New York
– -$15.2M -200,625 Closed
ZCM
844
Ziegler Capital Management
Illinois
– -$12.3M -162,558 Closed
GC
845
Gillson Capital
Illinois
– -$10.9M -143,493 Closed
WorldQuant Millennium Advisors
846
WorldQuant Millennium Advisors
New York
– -$9.09M -120,119 Closed
NRCM
847
North Reef Capital Management
California
– -$8.4M -111,036 Closed
JMPWA
848
JP Morgan Private Wealth Advisors
California
– -$7.27M -96,094 Closed
WMSA
849
Weiss Multi-Strategy Advisers
New York
– -$6.43M -85,000 Closed
CRM
850
Cramer Rosenthal McGlynn
Connecticut
– -$6.13M -80,987 Closed