We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OIM
876
Oder Investment Management
California
$2.88M +$96.6K +354 +3%
PWLP
877
Prio Wealth Limited Partnership
Massachusetts
$2.86M +$106K +390 +3%
CWM
878
Centric Wealth Management
Illinois
$2.86M +$19.7K +72 +0.6%
RCAG
879
Rehmann Capital Advisory Group
Michigan
$2.85M +$493K +1,806 +17%
Financial Engines Advisors
880
Financial Engines Advisors
California
$2.84M -$248K -909 -7%
SGA
881
Strategic Global Advisors
California
$2.84M +$326K +1,194 +10%
MWM
882
Merriman Wealth Management
Washington
$2.83M -$9.01K -33 -0.3%
BLAM
883
Bourne Lent Asset Management
New York
$2.83M
FC
884
Forte Capital
New York
$2.82M +$744K +2,724 +28%
SFG
885
SNS Financial Group
Minnesota
$2.82M +$142K +519 +4%
CPO
886
Cerity Partners OCIO
New York
$2.81M +$368K +1,350 +12%
MGWM
887
Marks Group Wealth Management
Minnesota
$2.79M +$8.19K +30 +0.2%
CPA
888
Cardiff Park Advisors
California
$2.78M +$412K +1,509 +14%
CAG
889
Crestwood Advisors Group
Massachusetts
$2.78M -$3.28K -12 -0.1%
MPW
890
Monterey Private Wealth
California
$2.77M +$91.7K +336 +3%
WAP
891
Wealthcare Advisory Partners
Pennsylvania
$2.76M -$732K -2,682 -18%
RW
892
RVW Wealth
California
$2.75M -$343K -1,257 -9%
WPC
893
Wedmont Private Capital
Pennsylvania
$2.74M +$882K +3,231 +36%
FHA
894
First Horizon Advisors
Tennessee
$2.74M +$795K +2,913 +31%
WKSWA
895
White Knight Strategic Wealth Advisors
New Jersey
$2.74M +$45.9K +168 +1%
MECA
896
Miller Equity Capital Advisors
Texas
$2.73M +$835K +3,060 +34%
PWPS
897
Pinnacle Wealth Planning Services
Ohio
$2.73M +$82.7K +303 +3%
CAM
898
CenterStar Asset Management
Illinois
$2.73M
PCM
899
Penserra Capital Management
California
$2.71M -$4.21M -15,420 -56%
P
900
Pitcairn
Pennsylvania
$2.71M -$86K -315 -3%