We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
401
Sandler Capital Management
New York
$693K -$317K -2,215 -30%
M&T Bank
402
M&T Bank
New York
$691K -$863K -6,033 -54%
KAS
403
Kestra Advisory Services
Texas
$684K -$796K -5,566 -53%
LA
404
LBP AM
France
$680K -$15.7K -110 -2%
PS
405
Principal Securities
Iowa
$672K +$9.01K +63 +1%
O
406
Ossiam
France
$642K +$258K +1,802 +63%
CFO
407
Callan Family Office
Pennsylvania
$641K +$2K +14 +0.3%
IFWM
408
Institute for Wealth Management
Colorado
$633K +$405K +2,831 +159%
DWT
409
Dorsey & Whitney Trust
South Dakota
$622K -$33.2K -232 -5%
EV
410
EJMK Ventures
Illinois
$620K -$242K -1,695 -27%
WLG
411
Williamson Legacy Group
Indiana
$612K +$638K +4,463 New
WCM
412
Winthrop Capital Management
Indiana
$607K +$37.2K +260 +6%
Walleye Capital
413
Walleye Capital
New York
$592K +$359K +2,508 +139%
LCGC
414
Legacy Capital Group California
California
$587K -$36.3K -254 -6%
IWC
415
Integrated Wealth Concepts
Massachusetts
$585K +$376K +2,627 +160%
Bessemer Group
416
Bessemer Group
New Jersey
$581K +$525K +3,669 +643%
CAS
417
Coppell Advisory Solutions
Texas
$577K +$626K +4,375 New
WFA
418
WJ Financial Advisors
Connecticut
$572K -$14.3K -100 -2%
IA
419
Inspire Advisors
Idaho
$571K -$194K -1,356 -25%
CIA
420
Concurrent Investment Advisors
Florida
$566K +$11.7K +82 +2%
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
$560K -$16.7K -117 -3%
VCA
422
Verdence Capital Advisors
Maryland
$560K +$29.3K +205 +5%
PA
423
Pinnacle Associates
New York
$559K +$9.58K +67 +2%
ECM
424
Evergreen Capital Management
Washington
$550K -$37K -259 -6%
EGA
425
Eagle Global Advisors
Texas
$547K