We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SW
1001
StrongBox Wealth
Missouri
$2.77M -$1.86M -16,510 -38%
WETS
1002
Wealth Enhancement Trust Services
South Dakota
$2.77M +$260K +2,300 +9%
GIA
1003
Gladstone Institutional Advisory
Florida
$2.76M +$255K +2,254 +9%
SG
1004
StoneX Group
New York
$2.74M +$940K +8,324 +45%
CBA
1005
Coastal Bridge Advisors
Connecticut
$2.72M -$51.7K -458 -2%
CA
1006
Cullinan Associates
Kentucky
$2.72M -$682K -6,040 -19%
GIC
1007
Generali Investments CEE
Czech Republic
$2.71M -$231K -2,049 -7%
OIA
1008
OneDigital Investment Advisors
Kansas
$2.7M -$291K -2,579 -9%
CA
1009
CoreCap Advisors
Michigan
$2.7M +$468K +4,144 +19%
ACMA
1010
Arbor Capital Management (Alaska)
Alaska
$2.69M +$2.99M +26,518 New
FCBT
1011
First Citizens Bank & Trust
North Carolina
$2.69M -$649K -5,747 -18%
CAM
1012
Cypress Asset Management
Texas
$2.69M -$128K -1,137 -4%
SWP
1013
Sagespring Wealth Partners
Tennessee
$2.67M -$742K -6,567 -20%
SFO
1014
Stokes Family Office
Louisiana
$2.65M -$236K -2,091 -7%
KPPF
1015
Klein Pavlis & Peasley Financial
California
$2.65M +$387K +3,425 +15%
HAIM
1016
Hunter Associates Investment Management
Pennsylvania
$2.65M +$4.29K +38 +0.1%
HIA
1017
Harbor Investment Advisory
Maryland
$2.64M -$72.9K -646 -2%
AWE
1018
Avidian Wealth Enterprises
Texas
$2.64M +$1.8M +15,916 +162%
VFA
1019
Valeo Financial Advisors
Indiana
$2.64M -$954K -8,451 -25%
SAM
1020
Sectoral Asset Management
Quebec, Canada
$2.63M +$235K +2,080 +9%
CWM
1021
Compass Wealth Management
Connecticut
$2.62M -$93.2K -825 -3%
GWMI
1022
Guardian Wealth Management (Illinois)
Illinois
$2.61M -$4.74K -42 -0.2%
HDIM
1023
Hanson & Doremus Investment Management
Vermont
$2.61M +$533K +4,718 +23%
MAM
1024
Mystic Asset Management
Rhode Island
$2.6M -$12.2K -108 -0.4%
OAM
1025
Oppenheimer Asset Management
New York
$2.59M +$2.85M +25,212 New