We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1026
Avestar Capital
New York
$408K +$109K +1,003 +34%
CCP
1027
Carmel Capital Partners
California
$407K +$1.09K +10 +0.3%
IPW
1028
Invictus Private Wealth
Colorado
$407K -$54.4K -499 -11%
NCFG
1029
New Century Financial Group
New Jersey
$406K -$28.6K -262 -6%
CICC
1030
Capital Investment Counsel (Colorado)
Colorado
$404K -$80.8K -741 -16%
Westwood Holdings Group
1031
Westwood Holdings Group
Texas
$403K +$425K +3,897 New
PTC
1032
Philadelphia Trust Company
Pennsylvania
$403K – – –
GIA
1033
Gladstone Institutional Advisory
Florida
$400K -$13.6K -125 -3%
KFI
1034
Key Financial Inc
Pennsylvania
$400K – – –
Spire Wealth Management
1035
Spire Wealth Management
Virginia
$400K +$195K +1,787 +86%
Great Valley Advisor Group
1036
Great Valley Advisor Group
Delaware
$399K +$10.6K +97 +3%
NWM
1037
Northcape Wealth Management
New York
$399K -$15.9K -146 -4%
Badgley Phelps Wealth Managers
1038
Badgley Phelps Wealth Managers
Washington
$397K – – –
MCM
1039
Monument Capital Management
Virginia
$396K -$10.1K -93 -2%
LFP
1040
Lakeshore Financial Planning
Michigan
$394K +$327 +3 +0.1%
LIM
1041
Letson Investment Management
Georgia
$392K – – –
Empower Advisory Group
1042
Empower Advisory Group
Colorado
$391K +$24.5K +225 +6%
FA
1043
Faithward Advisors
Pennsylvania
$389K +$4.69K +43 +1%
AFG
1044
ABLE Financial Group
Arizona
$389K -$6.11K -56 -1%
FWTB
1045
First Western Trust Bank
Colorado
$389K – – –
NB
1046
Nicolet Bankshares
Wisconsin
$388K +$21.7K +199 +6%
Smartleaf Asset Management
1047
Smartleaf Asset Management
Massachusetts
$387K -$53.6K -492 -12%
CWG
1048
Cornerstone Wealth Group
North Carolina
$386K +$16K +147 +4%
IAA
1049
Ironsides Asset Advisors
North Carolina
$386K – – –
Chicago Capital
1050
Chicago Capital
Illinois
$386K – – –