We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
S
501
SimplyRich
California
$4.1M -$25.9K -209 -0.6%
SA
502
SRN Advisors
Pennsylvania
$4.07M +$747K +6,029 +21%
AHC
503
Anderson Hoagland & Co
Missouri
$4.04M
AWM
504
Avitas Wealth Management
California
$3.98M +$4.17M +33,668 New
ADBIC
505
A.D. Beadell Investment Counsel
Wisconsin
$3.98M -$76.8K -620 -2%
AAS
506
Avantax Advisory Services
Texas
$3.97M -$127K -1,023 -3%
PCM
507
Prelude Capital Management
New York
$3.97M +$306K +2,471 +8%
Cetera Investment Advisers
508
Cetera Investment Advisers
Illinois
$3.89M -$1.91M -15,453 -32%
BIP
509
Brandes Investment Partners
California
$3.89M +$1.17M +9,481 +39%
MCM
510
McKinley Capital Management
Alaska
$3.88M +$316K +2,554 +8%
WT
511
Whittier Trust
California
$3.87M +$46K +371 +1%
WFG
512
Wills Financial Group
Virginia
$3.85M +$1.7M +13,707 +73%
AIA
513
Armor Investment Advisors
North Carolina
$3.84M -$92.3K -745 -2%
BRWA
514
B. Riley Wealth Advisors
Florida
$3.84M +$512K +4,131 +15%
PFO
515
Pathstone Family Office
New Jersey
$3.83M +$3.8M +30,647 +1,821%
ANTB
516
AMG National Trust Bank
Colorado
$3.78M -$1.24M -10,000 -24%
PCM
517
Penserra Capital Management
California
$3.74M -$1.77M -14,254 -31%
MIC
518
MU Investments Company
Japan
$3.74M -$1.42M -11,490 -26%
SNB
519
Security National Bank
Nebraska
$3.63M +$3.8M +30,694 New
AWA
520
Artemis Wealth Advisors
New York
$3.55M
UOC
521
UBS O'Connor
Illinois
$3.55M +$3.72M +30,000 New
CG
522
Cutler Group
California
$3.54M -$3.25M -26,244 -47%
OA
523
Oxbow Advisors
Texas
$3.53M +$3.7M +29,877 New
FRA
524
Front Row Advisors
California
$3.51M +$146K +1,177 +4%
RWM
525
Ritholtz Wealth Management
New York
$3.48M +$457K +3,690 +14%