We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
2401
EARNEST Partners
Georgia
$101K – – –
LWA
2402
Lowe Wealth Advisors
Maryland
$101K +$14.5K +529 +13%
NEAM
2403
New England Asset Management
Connecticut
$99K – – –
WOC
2404
West Oak Capital
California
$98K -$10.9K -398 -8%
CAL
2405
Capital Advisors Ltd
Ohio
$97K – – –
ECM
2406
EII Capital Management
New York
$97K – – –
LWS
2407
Lucia Wealth Services
California
$97K +$90K +3,295 +301%
RFWA
2408
RPg Family Wealth Advisory
Massachusetts
$93.3K +$546 +20 +0.5%
POIA
2409
Pin Oak Investment Advisors
Texas
$93K – – –
AW
2410
Alpha Windward
Massachusetts
$91K – – –
Stonehage Fleming Financial Services
2411
Stonehage Fleming Financial Services
Jersey
$88K – – –
MWA
2412
Moser Wealth Advisors
Washington
$87K – – –
HI
2413
Human Investing
Oregon
$81K -$96.7K -3,540 -49%
BSG
2414
Black Swift Group
Colorado
$80K +$99.4K +3,637 New
SIAS
2415
Shine Investment Advisory Services
Colorado
$75K – – –
SA
2416
SRH Advisors
Kansas
$71K – – –
CI Investments Inc
2417
CI Investments Inc
Ontario, Canada
$70K -$51.9K -1,900 -37%
SC
2418
Solstein Capital
California
$67K +$21.1K +773 +34%
CX Institutional
2419
CX Institutional
Indiana
$65K -$25.7K -941 -24%
SL
2420
Salomon & Ludwin
Virginia
$63K -$5.68K -208 -7%
Sumitomo Mitsui Financial Group
2421
Sumitomo Mitsui Financial Group
Japan
$63K +$78.7K +2,881 New
AlphaCore Capital
2422
AlphaCore Capital
California
$59K -$335K -12,268 -82%
PW
2423
Price Wealth
Texas
$59K +$14.3K +523 +24%
AA
2424
AlphaMark Advisors
Kentucky
$59K +$22.2K +813 +44%
CFG
2425
CKW Financial Group
Hawaii
$58K -$23.2K -848 -24%