We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GCA
1876
Gradient Capital Advisors
California
$286K +$5.66K +23 +2%
TWM
1877
Tradition Wealth Management
Minnesota
$285K +$492 +2 +0.2%
TI
1878
Truehand Inc
New Hampshire
$283K
DIA
1879
Dana Investment Advisors
Wisconsin
$281K -$87.1K -354 -23%
LCOV
1880
London Company of Virginia
Virginia
$281K
SF
1881
Summit Financial
New Jersey
$280K +$283K +1,150 New
FCFC
1882
First Commonwealth Financial Corp
Pennsylvania
$280K
LB
1883
Leo Brokerage
Texas
$280K +$5.17K +21 +2%
KA
1884
Klingman & Associates
New York
$279K
SKK
1885
Shepherd Kaplan Krochuk
Massachusetts
$278K +$246 +1 +0.1%
WP
1886
WMS Partners
Maryland
$277K -$20.2K -82 -7%
CFO
1887
CVA Family Office
Colorado
$277K +$33K +134 +13%
LF
1888
LifeSteps Financial
California
$275K -$1.23K -5 -0.4%
TPA
1889
Trivium Point Advisory
Connecticut
$275K -$738 -3 -0.3%
MAM
1890
McLean Asset Management
Virginia
$274K -$8.61K -35 -3%
GFP
1891
Gryphon Financial Partners
Ohio
$274K +$21.6K +88 +9%
TF
1892
TimeScale Financial
Massachusetts
$273K -$110K -447 -29%
FI
1893
Fosun International
China
$273K
ZF
1894
Zhang Financial
Michigan
$272K +$14.5K +59 +6%
PPW
1895
Parcion Private Wealth
Washington
$271K
SFG
1896
StrategIQ Financial Group
Indiana
$271K +$273K +1,111 New
FIB
1897
First Interstate Bank
Montana
$271K +$274K +1,112 New
WHG
1898
Westwood Holdings Group
Texas
$270K -$39.4K -160 -13%
NP
1899
NorthRock Partners
Minnesota
$270K +$272K +1,106 New
RP
1900
Rice Partnership
Hawaii
$269K -$41.6K -169 -13%