We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
151
HB Wealth Management
Georgia
$132K +$727 +264 +0.6%
AIA
152
Alera Investment Advisors
Illinois
$129K -$5.65K -2,052 -5%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$126K +$12K +4,356 +12%
OL
154
Optas LLC
Texas
$124K +$8.81K +3,198 +9%
CWM
155
Cherrydale Wealth Management
New Jersey
$118K -$7.41K -2,690 -6%
BSW
156
Buckingham Strategic Wealth
Missouri
$115K -$44.4K -16,136 -30%
DWM
157
Drive Wealth Management
Utah
$113K +$2.1K +762 +2%
NCG
158
Newport Capital Group
New Jersey
$105K +$94.4K +34,264 New
HighTower Advisors
159
HighTower Advisors
Illinois
$104K -$5.23K -1,898 -5%
ECM
160
Evergreen Capital Management
Washington
$103K +$1.73K +628 +2%
AI
161
Atria Investments
North Carolina
$102K +$91.9K +33,372 New
BFG
162
Bleakley Financial Group
New Jersey
$98.4K +$1.53K +556 +2%
SW
163
Simplicity Wealth
New Jersey
$98.4K +$1.53K +556 +2%
X
164
Xponance
Pennsylvania
$96.8K +$15.6K +5,664 +22%
SFC
165
SYM Financial Corp
Indiana
$96.1K +$86.7K +31,496 New
CCM
166
Coldstream Capital Management
Washington
$95.9K +$13.9K +5,046 +19%
CL
167
Choreo LLC
Illinois
$90.8K +$81.2K +29,494 New
PIM
168
Penobscot Investment Management
Massachusetts
$90K
Bank of New York Mellon
169
Bank of New York Mellon
New York
$89.6K +$11.6K +4,208 +17%
AFG
170
Atomi Financial Group
New York
$88.2K +$6.4K +2,324 +9%
DAS
171
Dynamic Advisor Solutions
Arizona
$86K +$9.32K +3,384 +14%
Lido Advisors
172
Lido Advisors
California
$83.5K +$75.4K +27,384 New
ESB
173
Essex Savings Bank
Connecticut
$83.3K +$9.21K +3,344 +14%
EPAM
174
Euro Pacific Asset Management
Puerto Rico
$80K -$6.27K -2,278 -8%
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$79.8K -$46.4K -16,844 -39%