We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
601
Bank Julius Baer & Co
Switzerland
$380K -$261K -3,211 -40%
SP
602
Symmetry Partners
Connecticut
$376K -$67.9K -837 -15%
Cerity Partners
603
Cerity Partners
New York
$375K -$6.33K -78 -2%
FTDI
604
First Trust Direct Indexing
Massachusetts
$373K +$27.4K +337 +8%
NIM
605
NuWave Investment Management
New Jersey
$372K +$318K +3,921 +539%
AP
606
Appleton Partners
Massachusetts
$371K +$6.09K +75 +2%
TCOV
607
Trust Company of Vermont
Vermont
$362K -$2.84K -35 -0.8%
TCM
608
Teza Capital Management
Illinois
$361K +$2.27K +28 +0.6%
CWP
609
CFM Wealth Partners
Texas
$360K
IA
610
IFG Advisory
Georgia
$360K +$74.7K +920 +26%
LWAC
611
Laurel Wealth Advisors (California)
California
$357K +$6.74K +83 +2%
OWP
612
Obermeyer Wealth Partners
Colorado
$355K +$360K +4,440 New
CAG
613
Csenge Advisory Group
Florida
$354K -$3.25K -40 -1%
BTWM
614
Baker Tilly Wealth Management
Wisconsin
$352K +$143K +1,765 +67%
CI
615
CX Institutional
Indiana
$350K +$3.41K +42 +1%
CA
616
Cetera Advisors
Colorado
$348K +$85K +1,047 +32%
CFO
617
Collective Family Office
Pennsylvania
$348K +$353K +4,351 New
BFM
618
Boston Financial Management
Massachusetts
$344K -$6.09K -75 -2%
WA1
619
Wimmer Associates 1
California
$342K -$145K -1,784 -29%
EIP
620
Ellis Investment Partners
Pennsylvania
$342K
Wealthfront Advisers
621
Wealthfront Advisers
California
$337K -$26.9K -332 -7%
CSPAM
622
Cary Street Partners Asset Management
Virginia
$336K -$89.1K -1,098 -5%
CTC
623
Central Trust Company
Missouri
$335K -$6.9K -85 -2%
TWM
624
Tradition Wealth Management
Minnesota
$335K +$325 +4 +0.1%
CCP
625
Corient Capital Partners
California
$335K +$35.3K +435 +12%