We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GT
176
Glenmede Trust
Pennsylvania
$1.1M -$47.1K -213 -4%
BTI
177
Blue Trust Inc
Georgia
$1.1M +$683K +3,086 +241%
PAG
178
Private Advisor Group
New Jersey
$1.1M +$53.1K +240 +5%
DI
179
Diligent Investors
California
$1.08M
IC
180
IEQ Capital
California
$1.08M +$1.99K +9 +0.2%
MPPW
181
Mitchell & Pahl Private Wealth
Oklahoma
$1.06M +$7.3K +33 +0.6%
P
182
Pitcairn
Pennsylvania
$1.05M +$75.2K +340 +7%
1WM
183
1858 Wealth Management
Ohio
$1.05M +$380K +1,719 +51%
AP
184
Americana Partners
Texas
$1.02M +$484K +2,188 +79%
Wealth Enhancement Advisory Services
185
Wealth Enhancement Advisory Services
Minnesota
$961K +$93.1K +421 +10%
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$960K +$1.04M +4,683 New
B
187
Bailard
California
$950K -$10.8K -49 -1%
DAS
188
Dynamic Advisor Solutions
Arizona
$927K +$322K +1,457 +48%
CFG
189
CKW Financial Group
Hawaii
$920K +$221 +1 +0%
LFA
190
Legacy Financial Advisors
Kentucky
$919K -$89.4K -404 -8%
BWM
191
BigSur Wealth Management
Florida
$916K
Janus Henderson Group
192
Janus Henderson Group
$903K +$244K +1,101 +33%
LSAG
193
Lake Street Advisors Group
New Hampshire
$894K -$7.52K -34 -0.8%
Walleye Capital
194
Walleye Capital
New York
$889K +$860K +3,889 +868%
AF
195
Apexium Financial
Texas
$886K
Allspring Global Investments
196
Allspring Global Investments
North Carolina
$879K +$433K +1,959 +84%
IWC
197
Integrated Wealth Concepts
Massachusetts
$877K -$294K -1,327 -24%
Envestnet Portfolio Solutions
198
Envestnet Portfolio Solutions
Illinois
$870K +$83K +375 +10%
AI
199
Atria Investments
North Carolina
$861K -$84.3K -381 -8%
AWM
200
Apollon Wealth Management
South Carolina
$858K +$105K +473 +13%