We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Altium Wealth Management
New York
$420K +$61.2K +471 +17%
SBH
152
Segall Bryant & Hamill
Illinois
$419K
IWA
153
Intercontinental Wealth Advisors
Texas
$403K +$19.8K +152 +5%
AssetMark Inc
154
AssetMark Inc
California
$401K -$189K -1,453 -32%
IC
155
IEQ Capital
California
$398K +$260 +2 +0.1%
KOMWMG
156
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$391K +$7.8K +60 +2%
Invesco
157
Invesco
Georgia
$390K +$383K +2,943 New
Fayez Sarofim & Co
158
Fayez Sarofim & Co
Texas
$384K -$13K -100 -3%
Mirae Asset Global Investments
159
Mirae Asset Global Investments
South Korea
$381K -$45.5K -350 -11%
SI
160
Stephens Inc
Arkansas
$380K +$1.69K +13 +0.5%
WIA
161
Wealthstreet Investment Advisors
Texas
$372K
CAM
162
Columbia Asset Management
Michigan
$370K +$364K +2,796 New
QIM
163
Quantitative Investment Management
Virginia
$368K +$47.2K +363 +15%
W
164
WealthStone
Ohio
$362K +$145K +1,113 +69%
FIM
165
Freedom Investment Management
Connecticut
$355K -$42.9K -330 -11%
RWM
166
Ritholtz Wealth Management
New York
$354K -$1.95K -15 -0.6%
AAS
167
Avantax Advisory Services
Texas
$351K +$343K +2,637 New
CGL
168
Clarius Group LLC
Washington
$346K -$31.2K -240 -8%
MBT
169
Montecito Bank & Trust
California
$341K
1WA
170
180 Wealth Advisors
Washington
$341K +$15.2K +117 +5%
PA
171
Parallel Advisors
California
$338K +$8.19K +63 +3%
PCG
172
Private Capital Group
Connecticut
$337K -$31.5K -242 -9%
ECM
173
Evergreen Capital Management
Washington
$337K +$390 +3 +0.1%
JFL
174
Jarislowsky, Fraser Ltd
Quebec, Canada
$336K -$582K -4,475 -64%
LDB
175
Lee, Danner & Bass
Tennessee
$331K