We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
801
Keudell/Morrison Wealth Management
Oregon
$242K +$3.51K +29 +2%
CAM
802
Cidel Asset Management
Ontario, Canada
$242K +$13.1K +108 +6%
JLBC
803
J.L. Bainbridge & Co
Florida
$240K +$6.66K +55 +3%
AFG
804
Atomi Financial Group
New York
$240K +$224K +1,853 New
SCA
805
Snowden Capital Advisors
New York
$239K -$124K -1,020 -36%
CIS
806
Continental Investors Services
Washington
$239K -$2.42K -20 -1%
PWM
807
Perigon Wealth Management
California
$238K -$2.06K -17 -0.9%
MIM
808
Moseley Investment Management
Florida
$238K +$242 +2 +0.1%
SFA
809
Seneca Financial Advisors
New York
$236K
Baillie Gifford & Co
810
Baillie Gifford & Co
United Kingdom
$236K -$154M -1,267,511 -100%
WC
811
Weil Company
California
$231K
WA
812
Wealth Alliance
New York
$230K -$16.7K -138 -7%
GWMR
813
GC Wealth Management RIA
Massachusetts
$229K +$214K +1,769 New
AWM
814
Aprio Wealth Management
Georgia
$228K +$214K +1,766 New
AA
815
Addison Advisors
Vermont
$227K +$30K +248 +16%
PAM
816
Panagora Asset Management
Massachusetts
$226K -$1.21K -10 -0.6%
CIA
817
Concurrent Investment Advisors
Florida
$225K +$211K +1,740 New
MLL
818
Moody Lynn & Lieberson
Massachusetts
$224K -$4K -33 -2%
SWA
819
Stratos Wealth Advisors
Ohio
$224K +$363 +3 +0.2%
MM
820
MQS Management
New York
$223K +$209K +1,727 New
OQS
821
Occudo Quantitative Strategies
Florida
$223K +$208K +1,721 New
NFG
822
Nations Financial Group
Iowa
$222K +$242 +2 +0.1%
CWM
823
Chemistry Wealth Management
New York
$221K
AG
824
AIA Group
Hong Kong
$221K -$13.1K -108 -6%
KP
825
Keel Point
Alabama
$221K -$107K -882 -34%