We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OL
176
Optas LLC
Texas
$126K +$23.2K +6,801 +20%
CWM
177
Cherrydale Wealth Management
New Jersey
$125K -$1.47K -432 -1%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$122K -$3.51K -1,029 -3%
MM
179
MQS Management
New York
$117K +$130K +38,218 New
DWM
180
Drive Wealth Management
Utah
$114K -$3.04K -891 -2%
MFA
181
Morling Financial Advisors
California
$114K +$127K +37,178 New
NI
182
Natural Investments
California
$107K -$8.73K -2,559 -7%
BCV
183
Banque Cantonale Vaudoise
Switzerland
$106K +$118K +34,647 New
BA
184
BIP Alliance
Georgia
$103K -$48.2K -14,139 -29%
PCIA
185
Prime Capital Investment Advisors
Kansas
$103K +$1.76K +517 +2%
AWP
186
Abacus Wealth Partners
California
$101K -$5.83K -1,708 -5%
ECM
187
Evergreen Capital Management
Washington
$96.8K
GM
188
GeoWealth Management
Illinois
$96.6K -$42.1K -12,340 -28%
NCG
189
Newport Capital Group
New Jersey
$91.5K +$2.42K +708 +2%
PIM
190
Penobscot Investment Management
Massachusetts
$90.3K
Barclays
191
Barclays
United Kingdom
$90.2K -$344K -100,856 -77%
DAS
192
Dynamic Advisor Solutions
Arizona
$90K +$100K +29,419 New
FAFN
193
First Affirmative Financial Network
Colorado
$89.9K -$10.2K -2,995 -9%
JFGLC
194
Johnson Financial Group LLC (Colorado)
Colorado
$88.8K +$99K +29,020 New
EFSCE
195
Enterprise Financial Services Corp (EFSC)
Missouri
$84.4K +$3.37K +989 +4%
B
196
Barings
North Carolina
$84.2K -$22.5K -6,600 -19%
EWM
197
Empirical Wealth Management
Washington
$83.5K +$28.6K +8,392 +44%
EPAM
198
Euro Pacific Asset Management
Puerto Rico
$78K +$3.43K +1,005 +4%
CFB
199
Cullen/Frost Bankers
Texas
$77.1K +$85.9K +25,192 New
CL
200
Choreo LLC
Illinois
$76.8K -$409 -120 -0.5%