We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
676
FFT Wealth Management
Pennsylvania
$256K -$6.13K -58 -2%
PWM
677
Perigon Wealth Management
California
$255K +$239K +2,264 New
MFS
678
Mirabella Financial Services
United Kingdom
$254K +$239K +2,256 New
BFEC
679
Benjamin F. Edwards & Company
Missouri
$253K -$41.1K -389 -15%
GLR
680
Great Lakes Retirement
Ohio
$253K +$237K +2,245 New
VAS
681
Vestmark Advisory Solutions
Massachusetts
$250K +$235K +2,223 New
QPBE
682
Quintet Private Bank (Europe)
Luxembourg
$250K -$3.17K -30 -1%
MG
683
Meritage Group
California
$250K -$36.2K -342 -13%
Parallax Volatility Advisers
684
Parallax Volatility Advisers
California
$250K +$234K +2,216 New
RP
685
Riverwater Partners
Wisconsin
$249K – – –
DA
686
Dash Acquisitions
California
$249K – – –
UBV
687
United Bank (Virginia)
Virginia
$248K – – –
AWM
688
Axxcess Wealth Management
California
$247K +$231K +2,189 New
TPWA
689
TRUE Private Wealth Advisors
Oregon
$241K +$5.92K +56 +3%
DCM
690
Donaldson Capital Management
Indiana
$239K +$5.39K +51 +2%
MA
691
MONECO Advisors
Connecticut
$237K +$106 +1 +0%
GWM
692
Gitterman Wealth Management
New Jersey
$237K +$222K +2,101 New
LAM
693
Lakewood Asset Management
Illinois
$236K – – –
WTC
694
WhitTier Trust Company
Nevada
$236K -$1.8K -17 -0.8%
SFA
695
Sequoia Financial Advisors
Ohio
$235K +$220K +2,085 New
OQS
696
Occudo Quantitative Strategies
Florida
$234K -$3.77M -35,686 -94%
FCCM
697
First City Capital Management
Georgia
$234K +$219K +2,075 New
SC
698
Searle & Co
Connecticut
$232K – – –
JGUA
699
John G. Ullman & Associates
New York
$232K +$218K +2,060 New
PTC
700
Private Trust Company
Ohio
$232K +$72.7K +687 +50%