We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MA
1676
MSA Advisors
California
$22.8M +$1.04M +5,560 +5%
PWM
1677
Paulson Wealth Management
Illinois
$22.8M -$54.3K -291 -0.3%
SMA
1678
Sage Mountain Advisors
Georgia
$22.7M +$2.59M +13,891 +15%
IWA
1679
IBEX Wealth Advisors
New Jersey
$22.7M -$241K -1,291 -1%
Members Trust
1680
Members Trust
Florida
$22.7M +$14.2M +75,898 +238%
TI
1681
TTP Investments
California
$22.7M +$484K +2,597 +2%
CPIA
1682
Cornell Pochily Investment Advisors
New York
$22.6M +$159K +854 +0.8%
TC
1683
Tenere Capital
New York
$22.6M +$9.77M +52,407 +95%
SSA
1684
Sierra Summit Advisors
Nevada
$22.6M -$2.48M -13,272 -11%
VBFG
1685
Vishria Bird Financial Group
Tennessee
$22.6M -$25.7K -138 -0.1%
LJAC
1686
L.J. Altfest & Co
New York
$22.6M +$177K +949 +0.9%
FC
1687
Fulcrum Capital
Washington
$22.5M -$701K -3,760 -3%
PAS
1688
Point72 Asia (Singapore)
Singapore
$22.5M +$14.3M +76,870 +255%
9WM
1689
9258 Wealth Management
Ohio
$22.5M -$529K -2,835 -3%
CWM
1690
CMH Wealth Management
New Hampshire
$22.5M -$377K -2,024 -2%
Loomis, Sayles & Company
1691
Loomis, Sayles & Company
Massachusetts
$22.5M +$8.33M +44,683 +72%
HCM
1692
Harvey Capital Management
Florida
$22.5M -$267K -1,434 -1%
EI
1693
Ellevest Inc
New York
$22.5M -$274K -1,470 -1%
IF
1694
Intrua Financial
Texas
$22.4M +$1,000K +5,360 +5%
KP
1695
Keel Point
Alabama
$22.4M +$4.83M +25,880 +34%
PCP
1696
Proficio Capital Partners
Massachusetts
$22.4M +$631K +3,386 +3%
GWMR
1697
GC Wealth Management RIA
Massachusetts
$22.4M +$426K +2,287 +2%
AWM
1698
Accurate Wealth Management
Florida
$22.4M +$1.49M +7,977 +9%
ERWM
1699
Elk River Wealth Management
Colorado
$22.3M -$1.73M -9,252 -8%
FPGK
1700
Financial Partners Group (Kansas)
Kansas
$22.3M +$92.9K +498 +0.5%