We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Waldron Private Wealth
1026
Waldron Private Wealth
Pennsylvania
$313K -$17.9K -218 -6%
APW
1027
Acima Private Wealth
Virginia
$312K – – –
TD Waterhouse Canada
1028
TD Waterhouse Canada
Ontario, Canada
$312K +$295K +3,604 New
DAM
1029
Delta Asset Management
Tennessee
$309K -$410 -5 -0.1%
Axxcess Wealth Management
1030
Axxcess Wealth Management
California
$309K -$328K -3,996 -53%
LIM
1031
Letson Investment Management
Georgia
$306K – – –
ASBI
1032
American State Bank (Iowa)
Iowa
$304K – – –
Citizens Financial Group
1033
Citizens Financial Group
Rhode Island
$304K +$82.5K +1,006 +40%
CWG
1034
Cornerstone Wealth Group
North Carolina
$303K +$289K +3,526 New
ST
1035
Spinnaker Trust
Maine
$303K +$39.4K +480 +16%
BFIM
1036
Beese Fulmer Investment Management
Ohio
$302K – – –
ACP
1037
Aviance Capital Partners
Florida
$301K +$32.8K +400 +13%
CPC
1038
Consolidated Planning Corp
Georgia
$301K – – –
RG
1039
Renaissance Group
Kentucky
$300K – – –
OFS
1040
OneAscent Financial Services
Alabama
$300K +$286K +3,489 New
OS
1041
Objectivity Squared
South Carolina
$299K +$1.8K +22 +0.6%
EWM
1042
Executive Wealth Management
Michigan
$296K +$1.8K +22 +0.6%
Capital Analysts LLC
1043
Capital Analysts LLC
Pennsylvania
$296K +$3.52K +43 +1%
BFA
1044
Beaumont Financial Advisors
Massachusetts
$295K -$2.13K -26 -0.7%
CCP
1045
Carmel Capital Partners
California
$295K -$246 -3 -0.1%
IC
1046
Inscription Capital
Texas
$294K +$80.4K +981 +40%
APA
1047
Astoria Portfolio Advisors
New York
$294K -$12.5K -153 -4%
OIA
1048
Optimum Investment Advisors
Illinois
$292K -$262K -3,200 -48%
LFA
1049
Laraway Financial Advisors
Minnesota
$292K – – –
SFWA
1050
Summit Financial Wealth Advisors
Louisiana
$291K – – –