We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
301
Summit Financial Wealth Advisors
Louisiana
$939K
CCC
302
Chelsea Counsel Company
California
$930K
Creative Planning
303
Creative Planning
Kansas
$915K +$46K +881 +5%
CAN
304
Claraphi Advisory Network
United States
$895K -$39.6K -758 -4%
CGH
305
Crossmark Global Holdings
Texas
$881K -$130K -2,480 -13%
BAMF
306
BI Asset Management Fondsmaeglerselskab
Denmark
$871K
DDC
307
DF Dent & Co
Maryland
$865K -$13.3K -255 -1%
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$865K +$111K +2,133 +14%
S
309
Seeyond
France
$864K
CP
310
Camelot Portfolios
Ohio
$856K +$173K +3,313 +25%
NGA
311
Naples Global Advisors
Florida
$839K +$98.2K +1,880 +13%
LSPW
312
Lake Street Private Wealth
Illinois
$836K +$72.3K +1,383 +9%
Mercer Global Advisors
313
Mercer Global Advisors
Colorado
$827K +$127K +2,433 +18%
EIA
314
Edgemoor Investment Advisors
Maryland
$820K -$23.5K -450 -3%
ISL
315
Ingalls & Snyder LLC
New York
$813K -$115K -2,209 -12%
SPC
316
Sigma Planning Corp
Michigan
$806K +$82.6K +1,581 +11%
SCM
317
Schnieders Capital Management
California
$792K -$37.9K -725 -4%
PHK
318
Point72 Hong Kong
Hong Kong
$790K +$808K +15,458 New
BMSSC
319
B. Metzler seel. Sohn & Co
Germany
$782K -$677K -12,960 -46%
O
320
Ossiam
France
$782K -$665K -12,728 -45%
PMG
321
ProVise Management Group
Florida
$779K -$134K -2,564 -14%
PA
322
Profund Advisors
Maryland
$770K -$1.37M -26,235 -64%
UCFA
323
United Capital Financial Advisors
Texas
$762K -$42.1K -805 -5%
Janney Montgomery Scott
324
Janney Montgomery Scott
Pennsylvania
$734K +$69.7K +1,334 +10%
CB
325
Commerce Bank
Missouri
$718K +$38.4K +735 +6%