We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
526
Profit Investment Management
Maryland
$313K
SB
527
Strategic Blueprint
Georgia
$313K +$396 +4 +0.1%
MFS
528
Mirabella Financial Services
United Kingdom
$309K +$299K +3,024 New
SC
529
Steph & Co
Wisconsin
$308K +$17.4K +176 +6%
Lido Advisors
530
Lido Advisors
California
$304K +$64.5K +652 +28%
ACIM
531
Azimuth Capital Investment Management
Michigan
$303K -$24.7K -250 -8%
FFS
532
Founders Financial Securities
Maryland
$298K +$22.4K +227 +8%
OWM
533
OneAscent Wealth Management
Alabama
$297K +$13.3K +135 +5%
FA
534
Fortis Advisors
Pennsylvania
$294K
SFM
535
Systematic Financial Management
New Jersey
$292K
PTP
536
Platform Technology Partners
New York
$292K +$5.93K +60 +2%
CB
537
Cadence Bank
Mississippi
$291K
TAM
538
Townsend Asset Management
North Carolina
$282K +$93K +940 +52%
LSA
539
Lion Street Advisors
Texas
$282K +$161K +1,629 New
AC
540
Abbrea Capital
California
$281K
PCIA
541
Prime Capital Investment Advisors
Kansas
$279K -$122K -1,235 -31%
BRWA
542
B. Riley Wealth Advisors
Florida
$276K -$43.3K -438 -14%
CIM
543
CIM Investment Management
Pennsylvania
$271K +$593 +6 +0.2%
IAN
544
Integrated Advisors Network
Texas
$270K -$611K -6,183 -70%
MNBTD
545
Moody National Bank Trust Division
Texas
$267K -$12.3K -124 -5%
SCM
546
SKBA Capital Management
California
$265K
FPCP
547
Fort Point Capital Partners
California
$264K +$1.88K +19 +0.7%
GLR
548
Great Lakes Retirement
Ohio
$261K -$396 -4 -0.2%
OFS
549
OneAscent Financial Services
Alabama
$258K +$4.25K +43 +2%
RWA
550
Ropes Wealth Advisors
Massachusetts
$257K -$1.78K -18 -0.7%