We are live on ! Find out more
WT icon

WisdomTree

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Avior Wealth Management
Nebraska
$35K +$20 +3 +0.1%
SWA
152
Sutton Wealth Advisors
Florida
$34.2K – – –
APA
153
American Portfolios Advisors
New York
$34.1K +$119 +18 +0.3%
CG
154
Cutler Group
California
$33K +$35.2K +5,346 New
SWM
155
Spire Wealth Management
Virginia
$27K +$86 +13 +0.3%
IFAM
156
Institutional & Family Asset Management
Colorado
$19K +$19.8K +3,000 New
WTC
157
WhitTier Trust Company
Nevada
$18K – – –
VCM
158
Versant Capital Management
Arizona
$16K -$23.8K -3,606 -58%
Macquarie Group
159
Macquarie Group
Australia
$15K – – –
TWA
160
TCI Wealth Advisors
Arizona
$8K +$1.93K +293 +31%
NFG
161
Next Financial Group
Texas
$6K – – –
QCG
162
Quadrant Capital Group
Ohio
$6K – – –
ATC
163
Adirondack Trust Company
New York
$4K – – –
PFBT
164
Parkside Financial Bank & Trust
Missouri
$4K +$138 +21 +3%
WQ
165
Wealth Quarterback
New Jersey
$3K +$2.34K +355 New
ST
166
Sageworth Trust
Pennsylvania
$3K +$3.17K +480 New
NSIM
167
North Star Investment Management
Illinois
$2K – – –
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
ASN
169
Advisory Services Network
Georgia
$1K +$1.32K +200 New
California Public Employees Retirement System
170
California Public Employees Retirement System
California
– -$1.77M -283,100 Closed
JAM
171
Jacobs Asset Management
New York
– -$1.03M -165,000 Closed
Lord, Abbett & Co
172
Lord, Abbett & Co
New Jersey
– -$270K -43,200 Closed
AIM
173
Aigen Investment Management
New York
– -$189K -30,192 Closed
TCM
174
Teza Capital Management
Illinois
– -$66K -10,528 Closed
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
– -$31K -5,000 Closed