We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
651
Prio Wealth Limited Partnership
Massachusetts
$215K +$218K +1,363 New
MFG
652
Merit Financial Group
Georgia
$213K +$215K +1,345 New
TCA
653
Transcend Capital Advisors
New Jersey
$211K +$213K +1,334 New
FHA
654
First Horizon Advisors
Tennessee
$209K -$36.7K -230 -15%
JIC
655
Johnson Investment Counsel
Ohio
$208K -$10.9K -68 -5%
CCA
656
Checchi Capital Advisers
California
$208K +$210K +1,316 New
QL
657
Quarry LP
New York
$208K +$121K +755 +135%
FPAS
658
Focus Partners Advisor Solutions
Missouri
$204K +$207K +1,293 New
FTWA
659
Fifth Third Wealth Advisors
Ohio
$203K +$205K +1,285 New
CI
660
Conning Inc
Connecticut
$201K +$203K +1,273 New
PCH
661
PGIM Custom Harvest
New Jersey
$201K +$203K +1,271 New
SIC
662
Salem Investment Counselors
North Carolina
$198K
PWMA
663
Pension & Wealth Management Advisors
Massachusetts
$194K -$2.24K -14 -1%
MG
664
Mather Group
Illinois
$188K +$133K +831 +182%
AF
665
Allworth Financial
California
$177K +$18.2K +114 +12%
QCG
666
Quadrant Capital Group
Ohio
$177K +$2.72K +17 +2%
AAP
667
Arax Advisory Partners
Colorado
$176K +$42K +263 +31%
RMC
668
Resources Management Corp
Connecticut
$174K
EIM
669
Essex Investment Management
Massachusetts
$170K -$24K -150 -12%
NIMI
670
Natixis Investment Managers International
France
$170K -$51.1K -320 -23%
IAIM
671
International Assets Investment Management
Florida
$168K +$170K +1,062 New
FFA
672
Farther Finance Advisors
California
$163K +$101K +635 +155%
CI Investments Inc
673
CI Investments Inc
Ontario, Canada
$160K +$46K +288 +40%
KC
674
Knuff & Co
California
$158K
CFM
675
Catalyst Funds Management
Australia
$158K +$128K +800 +400%