We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TPA
901
Trivium Point Advisory
Connecticut
$317K -$8.73K -25 -3%
SLI
902
Sumitomo Life Insurance
Japan
$317K +$3.49K +10 +1%
BWM
903
BlackDiamond Wealth Management
New York
$316K +$14K +40 +4%
SW
904
Simplicity Wealth
New Jersey
$312K -$450K -1,289 -59%
WAG
905
Wallace Advisory Group
California
$312K -$251K -718 -45%
IP
906
Indivisible Partners
Florida
$312K +$309K +885 New
Los Angeles Capital Management
907
Los Angeles Capital Management
California
$311K -$13.3K -38 -4%
EP
908
Ehrenkranz Partners
New York
$311K +$308K +881 New
JCM
909
Jacobi Capital Management
Pennsylvania
$311K -$47.1K -135 -13%
BWS
910
Broadway Wealth Solutions
Texas
$308K +$9.78K +28 +3%
TWM
911
Tanager Wealth Management
United Kingdom
$307K +$1.75K +5 +0.6%
CNBOF
912
City National Bank of Florida
Florida
$306K +$11.2K +32 +4%
RFW
913
Redwood Family Wealth
Texas
$304K +$300K +860 New
TP
914
Tranquility Partners
Tennessee
$303K +$300K +860 New
KBFS
915
Kohmann Bosshard Financial Services
Ohio
$303K
WPA
916
West Paces Advisors
Georgia
$303K
AA
917
Alta Advisers
United Kingdom
$300K -$55.9K -160 -16%
TCA
918
Transcend Capital Advisors
New Jersey
$299K +$296K +848 New
LAS
919
LWM Advisory Services
Florida
$299K +$296K +848 New
APG
920
Abacus Planning Group
South Carolina
$299K -$16.1K -46 -5%
CIS
921
Custom Index Systems
New York
$292K
MSR
922
Main Street Research
Connecticut
$290K +$67.7K +194 +31%
FWA
923
FSM Wealth Advisors
Ohio
$289K +$29K +83 +11%
SP
924
SmartHarvest Portfolios
Washington
$287K +$284K +814 New
CI Investments Inc
925
CI Investments Inc
Ontario, Canada
$287K -$17.1K -49 -6%