We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OPW
701
Oxler Private Wealth
New York
$289K – – –
OSAM
702
O'Shaughnessy Asset Management
Connecticut
$289K +$84.6K +283 +35%
EI
703
Ellevest Inc
New York
$283K -$70.3K -235 -18%
DJYG
704
David J. Yvars Group
Florida
$282K – – –
RWI
705
Red Wave Investments
Pennsylvania
$279K – – –
MFA
706
Mayflower Financial Advisors
Massachusetts
$279K +$12.9K +43 +4%
PCM
707
Penserra Capital Management
California
$277K +$68.5K +229 +28%
PL
708
Parkwood LLC
Ohio
$276K -$1.17M -3,911 -79%
RJT
709
Raymond James Trust
Florida
$276K -$53.2K -178 -15%
VCA
710
Verdence Capital Advisors
Maryland
$276K +$43.1K +144 +16%
EAM
711
Evanson Asset Management
California
$275K -$4.49K -15 -1%
EWA
712
Evolution Wealth Advisors
Florida
$275K +$64.3K +215 +26%
CP
713
CenterBook Partners
Connecticut
$274K +$311K +1,040 New
IF
714
Insight Folios
North Carolina
$272K +$308K +1,031 New
PFG
715
PAX Financial Group
Texas
$264K -$130K -435 -30%
AFG
716
Albion Financial Group
Utah
$264K -$36.8K -123 -11%
WTB
717
Washington Trust Bank
Washington
$263K – – –
HIC
718
Hartline Investment Corp
Illinois
$261K +$35.3K +118 +14%
NFSG
719
Newbridge Financial Services Group
Florida
$259K +$277K +926 +1,654%
CGH
720
Crossmark Global Holdings
Texas
$258K -$2.99K -10 -1%
H
721
HoyleCohen
California
$256K +$54.1K +181 +23%
VanEck Associates
722
VanEck Associates
New York
$256K +$291K +974 New
AWM
723
Apollon Wealth Management
South Carolina
$255K +$23.3K +78 +9%
NSIM
724
North Star Investment Management
Illinois
$254K +$79.3K +265 +38%
Wealthfront Advisers
725
Wealthfront Advisers
California
$252K +$24.2K +81 +9%