We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OL
576
Optas LLC
Texas
$247K +$230K +3,598 New
Envestnet Portfolio Solutions
577
Envestnet Portfolio Solutions
Illinois
$247K -$169K -2,649 -42%
BCV
578
Banque Cantonale Vaudoise
Switzerland
$246K +$228K +3,574 New
PPWP
579
Premier Path Wealth Partners
New Jersey
$245K +$228K +3,570 New
CIS
580
Custom Index Systems
New York
$245K +$227K +3,562 New
PCG
581
Prosperity Consulting Group
Maryland
$244K +$2.23K +35 +1%
KRW
582
Kaufman Rossin Wealth
Florida
$241K +$224K +3,508 New
ASN
583
Advisory Services Network
Georgia
$241K +$223K +3,499 New
GWAG
584
Garrett Wealth Advisory Group
Texas
$237K -$23.8K -372 -10%
CAS
585
Coppell Advisory Solutions
Texas
$234K -$34.5K -541 -14%
GAA
586
Global Assets Advisory
Florida
$232K +$230K +3,601 New
PCIA
587
Prime Capital Investment Advisors
Kansas
$229K +$213K +3,337 New
CP
588
Camelot Portfolios
Ohio
$229K +$213K +3,330 New
GJWM
589
Gilliland Jeter Wealth Management
Arkansas
$229K +$212K +3,323 New
EB
590
Eastern Bank
Massachusetts
$227K – – –
CGL
591
Clarius Group LLC
Washington
$227K +$211K +3,308 New
SF
592
Summit Financial
New Jersey
$226K +$210K +3,291 New
Group One Trading
593
Group One Trading
Illinois
$226K +$210K +3,285 New
WC
594
Waterloo Capital
Texas
$225K +$209K +3,274 New
HWA
595
Hilltop Wealth Advisors
North Carolina
$225K -$109K -1,700 -34%
CI
596
CX Institutional
Indiana
$224K +$208K +3,257 New
FT
597
Fiduciary Trust
Massachusetts
$223K +$207K +3,240 New
CWM
598
Congress Wealth Management
Massachusetts
$220K +$204K +3,200 New
LAM
599
Longboard Asset Management
Arizona
$218K +$202K +3,165 New
SF
600
Synovus Financial
Georgia
$217K +$202K +3,163 New