We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NB
926
Nicolet Bankshares
Wisconsin
$536K +$1.04K +9 +0.2%
Envestnet Portfolio Solutions
927
Envestnet Portfolio Solutions
Illinois
$535K +$49K +426 +10%
BAAM
928
Baker Avenue Asset Management
California
$535K +$17K +148 +3%
BFC
929
Bedel Financial Consulting
Indiana
$534K +$525K +4,558 New
RZH
930
Relyea Zuckerberg Hanson
Connecticut
$532K +$7.71K +67 +1%
BWM
931
Baron Wealth Management
Michigan
$531K +$19.2K +167 +4%
FAL
932
Focused Alpha LLC
Colorado
$531K +$1.84K +16 +0.4%
MIM
933
MTM Investment Management
South Carolina
$530K
CCWM
934
Cassaday & Co Wealth Management
Virginia
$530K
IWN
935
Independent Wealth Network
Iowa
$530K -$9.67K -84 -2%
ECA
936
Elevated Capital Advisors
Utah
$530K
VFM
937
Vision Financial Markets
Connecticut
$528K
YIM
938
Yoffe Investment Management
Pennsylvania
$527K
ACM
939
Altrius Capital Management
North Carolina
$526K
HW
940
HORAN Wealth
Ohio
$525K
CI
941
CX Institutional
Indiana
$520K -$7.83K -68 -2%
AWE
942
Avidian Wealth Enterprises
Texas
$520K -$228K -1,977 -31%
SFO
943
Stokes Family Office
Louisiana
$520K -$17.6K -153 -3%
GM
944
GeoWealth Management
Illinois
$519K -$114K -989 -18%
KF
945
Krilogy Financial
Missouri
$518K +$112K +977 +28%
AC
946
AlphaCore Capital
California
$518K +$75.4K +655 +17%
ONB
947
Old National Bancorp
Indiana
$517K -$72.9K -633 -13%
PK
948
Pflug Koory
Nebraska
$517K
NB
949
Northwest Bancshares
Pennsylvania
$516K
FWM
950
Foguth Wealth Management
Michigan
$515K