We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MA
551
MUFG Americas
New York
$730K +$87.4K +110 +14%
TAIM
552
TD Ameritrade Investment Management
Nebraska
$723K +$121K +152 +20%
LSPW
553
Lake Street Private Wealth
Illinois
$693K +$691K +870 New
HIA
554
Harbor Investment Advisory
Maryland
$690K -$96.1K -121 -12%
SIA
555
SkyView Investment Advisors
New Jersey
$690K +$34.1M +42,959 +5,182%
BC
556
Burney Company
Virginia
$687K – – –
PWM
557
Palumbo Wealth Management
New York
$684K +$89K +112 +15%
PCMU
558
Paragon Capital Management (Utah)
Utah
$681K +$679K +855 New
CAM
559
Cypress Asset Management
Texas
$677K +$675K +850 New
KWM
560
Kolinsky Wealth Management
New Jersey
$677K +$675K +850 New
BBVA
561
Banco Bilbao Vizcaya Argentaria
Spain
$673K +$669K +842 New
IAN
562
Integrated Advisors Network
Texas
$671K -$63.6K -80 -9%
CRCM
563
Corbett Road Capital Management
Virginia
$671K +$20.7K +26 +3%
JC
564
JB Capital
Connecticut
$668K -$7.15K -9 -1%
RC
565
Roundview Capital
New Jersey
$665K +$305K +384 +85%
N
566
Natixis
France
$662K -$662K -833 -50%
EM
567
ELCO Management
New York
$654K – – –
IAIM
568
International Assets Investment Management
Florida
$653K -$7.94K -10 -1%
OWM
569
OneAscent Wealth Management
Alabama
$652K +$56.4K +71 +9%
AF
570
Advisornet Financial
Minnesota
$650K +$34.2K +43 +6%
AIA
571
Armor Investment Advisors
North Carolina
$648K – – –
OIA
572
OneDigital Investment Advisors
Kansas
$644K -$133K -167 -17%
FFS
573
Founders Financial Securities
Maryland
$642K +$41.3K +52 +7%
1WA
574
180 Wealth Advisors
Washington
$639K -$114K -143 -13%
KP
575
Keel Point
Alabama
$639K +$14.3K +18 +2%