We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
426
Cerity Partners
New York
$223K +$256K +1,724 New
PFO
427
Pathstone Family Office
New Jersey
$219K +$22.6K +152 +10%
DADC
428
D.A. Davidson & Co
Montana
$214K -$19.3K -130 -7%
IAA
429
Independent Advisor Alliance
North Carolina
$214K +$244K +1,647 New
WG
430
Winton Group
United Kingdom
$207K -$712K -4,797 -75%
LS
431
Livforsakringsbolaget Skandia
Sweden
$207K
CWP
432
Concord Wealth Partners
Virginia
$207K +$233K +1,569 +6,538%
UCFA
433
United Capital Financial Advisors
Texas
$202K -$14.7K -99 -6%
HAFS
434
Hapanowicz & Associates Financial Services
Pennsylvania
$201K -$210K -1,412 -48%
S
435
SignatureFD
Georgia
$181K +$126K +849 +154%
MHR
436
Matthew Hamilton Rosenberg
$178K
RA
437
Resolute Advisors
California
$167K +$191K +1,290 New
GWM
438
Geneos Wealth Management
Colorado
$151K -$14.1K -95 -8%
PA
439
Parallel Advisors
California
$148K +$35.2K +237 +26%
QP
440
Quilter Plc
United Kingdom
$146K +$167K +1,125 New
AP
441
Arlington Partners
Alabama
$140K
CAPTRUST Financial Advisors
442
CAPTRUST Financial Advisors
North Carolina
$138K -$3.71K -25 -2%
SGDR
443
SPX Gestao de Recursos
Brazil
$130K -$12.6M -84,670 -99%
FWM
444
Focused Wealth Management
New York
$117K -$32.6K -220 -20%
OIA
445
Optimum Investment Advisors
Illinois
$117K -$22.3K -150 -14%
BCA
446
Berman Capital Advisors
Georgia
$117K +$97.6K +658 +260%
SWM
447
Spire Wealth Management
Virginia
$117K +$134K +905 New
BAM
448
Belpointe Asset Management
Nevada
$107K +$122K +823 New
MCM
449
Manchester Capital Management
Vermont
$106K +$122K +819 New
SAM
450
Shell Asset Management
Netherlands
$100K -$42.1K -284 -27%