We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WA
151
Wealthstream Advisors
New York
$134K +$12.2K +4,126 +10%
GWM
152
Gitterman Wealth Management
New Jersey
$134K +$5.17K +1,754 +4%
AIA
153
Alera Investment Advisors
Illinois
$128K -$3.44K -1,166 -3%
HWM
154
HB Wealth Management
Georgia
$124K +$16.1K +5,444 +14%
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
$123K +$40.8K +13,822 +47%
CWM
156
Cherrydale Wealth Management
New Jersey
$119K +$15.3K +5,176 +14%
EGM
157
Engineers Gate Manager
New York
$113K +$116K +39,292 New
KIA
158
KLR Investment Advisors
Rhode Island
$113K -$231K -78,340 -66%
JF
159
Jump Financial
Illinois
$108K -$768K -260,376 -87%
OL
160
Optas LLC
Texas
$107K +$7.05K +2,390 +7%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$106K +$6.83K +2,314 +7%
DWM
162
Drive Wealth Management
Utah
$104K -$12.7K -4,292 -11%
HighTower Advisors
163
HighTower Advisors
Illinois
$104K +$10.5K +3,550 +11%
AssetMark Inc
164
AssetMark Inc
California
$102K -$40.7K -13,790 -28%
ECM
165
Evergreen Capital Management
Washington
$95K +$4.55K +1,544 +5%
BFG
166
Bleakley Financial Group
New Jersey
$91.1K -$1.34K -454 -1%
SW
167
Simplicity Wealth
New Jersey
$91.1K +$93.5K +31,692 New
TRCT
168
Tower Research Capital (TRC)
New York
$85K +$87.2K +29,566 New
PIM
169
Penobscot Investment Management
Massachusetts
$84.8K +$87K +29,502 New
EFSCE
170
Enterprise Financial Services Corp (EFSC)
Missouri
$82.3K +$15.8K +5,362 +23%
EPAM
171
Euro Pacific Asset Management
Puerto Rico
$82K +$5.1K +1,728 +7%
Wells Fargo
172
Wells Fargo
California
$81.5K +$684 +232 +0.8%
AP
173
Advisors Preferred
Maryland
$78.7K +$82.1K +27,822 New
AFG
174
Atomi Financial Group
New York
$76.5K +$17.8K +6,046 +29%
CCM
175
Coldstream Capital Management
Washington
$75.9K -$9.04K -3,066 -10%