We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1076
Morse Asset Management
Connecticut
$6.65M +$223K +504 +4%
OQS
1077
Occudo Quantitative Strategies
Florida
$6.63M +$6.53M +14,739 New
SAW
1078
Signal Advisors Wealth
Michigan
$6.6M +$537K +1,212 +9%
ABN AMRO Bank
1079
ABN AMRO Bank
Netherlands
$6.58M +$902K +2,035 +16%
Silvercrest Asset Management
1080
Silvercrest Asset Management
New York
$6.57M +$29.3K +66 +0.5%
TSS
1081
Two Sigma Securities
New York
$6.57M +$6.23M +14,064 +2,600%
BSC
1082
Brown Shipley & Co
United Kingdom
$6.56M -$438K -987 -6%
WMP
1083
Wealth Management Partners
Arizona
$6.55M -$1.45M -3,264 -18%
PE
1084
PCM Encore
Colorado
$6.53M +$6.43M +14,511 New
Avidian Wealth Enterprises
1085
Avidian Wealth Enterprises
Texas
$6.49M -$180K -405 -3%
Blue Trust Inc
1086
Blue Trust Inc
Georgia
$6.46M -$73.6K -166 -1%
TCWA
1087
Turtle Creek Wealth Advisors
Texas
$6.45M +$513K +1,158 +9%
TWM
1088
Tradition Wealth Management
Minnesota
$6.45M +$177K +399 +3%
Quotient Wealth Partners
1089
Quotient Wealth Partners
Texas
$6.44M +$49.6K +112 +0.8%
ICP
1090
Interchange Capital Partners
Pennsylvania
$6.43M +$187K +421 +3%
MCIA
1091
Mountain Capital Investment Advisors
Colorado
$6.42M -$343K -774 -5%
GSEP
1092
Golden State Equity Partners
California
$6.42M +$128K +289 +2%
HAS
1093
HBW Advisory Services
California
$6.4M +$133K +299 +2%
Edmond de Rothschild Holding
1094
Edmond de Rothschild Holding
Switzerland
$6.37M +$25.7K +58 +0.4%
AFT
1095
Alpha Family Trust
California
$6.35M – – –
GC
1096
Garde Capital
Washington
$6.34M +$223K +503 +4%
EFG
1097
Ethos Financial Group
Pennsylvania
$6.34M -$658K -1,485 -10%
SIG
1098
Sargent Investment Group
Maryland
$6.34M -$35K -79 -0.6%
GA
1099
GoalVest Advisory
New York
$6.32M -$488K -1,101 -7%
Modera Wealth Management
1100
Modera Wealth Management
New Jersey
$6.3M -$223K -502 -3%