We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Avantra Family Wealth
3201
Avantra Family Wealth
Pennsylvania
$4.73M +$350K +1,395 +8%
Alvarez & Marsal Private Wealth Partners
3202
Alvarez & Marsal Private Wealth Partners
Florida
$4.73M +$12.3K +49 +0.2%
Symmetry Partners
3203
Symmetry Partners
Connecticut
$4.72M +$637K +2,537 +15%
Westview Investment Advisors
3204
Westview Investment Advisors
Vermont
$4.71M -$67K -267 -1%
Fortress Private Ledger
3205
Fortress Private Ledger
North Carolina
$4.71M +$93.6K +373 +2%
Fjell Capital
3206
Fjell Capital
North Dakota
$4.71M +$123K +489 +3%
Werba Rubin Papier Wealth Management
3207
Werba Rubin Papier Wealth Management
California
$4.7M +$56K +223 +1%
Garrett Wealth Advisory Group
3208
Garrett Wealth Advisory Group
Texas
$4.7M -$32.9K -131 -0.7%
WMA
3209
Wealth Management Associates
New Jersey
$4.7M +$1.77M +7,048 +56%
TB Capital Gestao de Recursos
3210
TB Capital Gestao de Recursos
$4.69M -$230K -918 -4%
Wiregrass Investment Management
3211
Wiregrass Investment Management
Georgia
$4.69M +$92.9K +370 +2%
Farmers National Bank
3212
Farmers National Bank
Kentucky
$4.69M -$108K -430 -2%
Capital Square
3213
Capital Square
Tennessee
$4.69M +$84.3K +336 +2%
Tempus Wealth Planning
3214
Tempus Wealth Planning
California
$4.69M -$25.1K -100 -0.5%
Pinion Investment Advisors
3215
Pinion Investment Advisors
Kansas
$4.68M +$327K +1,303 +7%
Traphagen Investment Advisors
3216
Traphagen Investment Advisors
New Jersey
$4.68M +$139K +553 +3%
Aspire Private Capital
3217
Aspire Private Capital
North Carolina
$4.68M +$215K +855 +5%
D.B. Root & Company
3218
D.B. Root & Company
Pennsylvania
$4.68M -$182K -724 -4%
Cetera Trust Company
3219
Cetera Trust Company
Minnesota
$4.67M -$43.9K -175 -0.9%
Portland Global Advisors
3220
Portland Global Advisors
Maine
$4.67M +$1.4M +5,572 +40%
SharpePoint
3221
SharpePoint
Arizona
$4.67M +$48.9K +195 +1%
DFS
3222
Dixon Fnancial Services
California
$4.66M -$3.26K -13 -0.1%
Forefront Wealth Partners
3223
Forefront Wealth Partners
Texas
$4.66M +$201K +801 +4%
Riversedge Advisors
3224
Riversedge Advisors
Delaware
$4.66M +$712K +2,838 +17%
Stillwater Wealth Management Group
3225
Stillwater Wealth Management Group
Florida
$4.66M – – –