We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
651
Coppell Advisory Solutions
Texas
$40.1K +$37.7K +339 New
WTC
652
WhitTier Trust Company
Nevada
$38.1K
PS
653
Planned Solutions
California
$36.7K +$34.5K +310 New
PWMG
654
Prestige Wealth Management Group
New Jersey
$35.3K +$4.78K +43 +17%
PFBT
655
Parkside Financial Bank & Trust
Missouri
$33.3K +$3.23K +29 +12%
SC
656
SouthState Corp
Florida
$31K -$9.23K -83 -24%
VWM
657
Venturi Wealth Management
Texas
$27K
ZB
658
Zions Bancorporation
Utah
$25.1K
EWA
659
EverSource Wealth Advisors
Alabama
$23.2K -$5.01K -45 -19%
HIIFS
660
Harel Insurance Investments & Financial Services
Israel
$21K -$14.9K -134 -43%
MCM
661
MV Capital Management
Maryland
$19.4K -$111 -1 -0.6%
BC
662
Belmont Capital
California
$18.7K
GWS
663
Glassman Wealth Services
Virginia
$18.6K +$222 +2 +1%
PP
664
Pacifica Partners
Canada
$18.5K
ST
665
Smithfield Trust
Pennsylvania
$18K +$16.2K +146 New
CT
666
Cambridge Trust
Massachusetts
$17.8K
HWA
667
Heritage Wealth Advisors
Virginia
$17.5K
BWM
668
Baystate Wealth Management
Massachusetts
$17.2K +$5.01K +45 +45%
QL
669
Quarry LP
New York
$16.8K +$6.45K +58 +69%
C
670
Covestor
United Kingdom
$16K -$8.9K -80 -37%
TCM
671
Tradewinds Capital Management
Washington
$16K
AF
672
Allworth Financial
California
$15.4K +$6.23K +56 +76%
BIA
673
Bell Investment Advisors
California
$15.3K +$1.11K +10 +8%
BBPWM
674
Blue Bell Private Wealth Management
Pennsylvania
$14.8K
AssetMark Inc
675
AssetMark Inc
California
$14.8K +$779 +7 +6%