We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
1176
Teucrium Investment Advisors
Vermont
$997K +$1.03M +755 New
Bank Julius Baer & Co
1177
Bank Julius Baer & Co
Switzerland
$996K +$42.5K +31 +4%
EIP
1178
Easterly Investment Partners
Massachusetts
$993K -$1.37M -1,000 -57%
MWM
1179
Mosley Wealth Management
California
$992K +$16.4K +12 +1%
AP
1180
Anchyra Partners
Georgia
$989K +$90.4K +66 +10%
1WM
1181
1900 Wealth Management
Texas
$979K -$189K -138 -16%
TSWM
1182
Triangle Securities Wealth Management
North Carolina
$979K -$27.4K -20 -3%
GVAG
1183
Great Valley Advisor Group
Delaware
$972K +$107K +78 +12%
MA
1184
MJP Associates
Connecticut
$969K -$513K -374 -34%
FM
1185
Family Management
New York
$968K -$27.4K -20 -3%
FBFS
1186
First Business Financial Services
Wisconsin
$967K – – –
TSS
1187
Two Sigma Securities
New York
$967K +$1M +732 New
AFA
1188
AA Financial Advisors
Ohio
$964K -$16.4K -12 -2%
FCH
1189
Freestone Capital Holdings
Washington
$964K +$64.4K +47 +7%
SHC
1190
SALT Holding Corp
Delaware
$962K +$998K +728 New
IFWM
1191
Institute for Wealth Management
Colorado
$958K +$1.37K +1 +0.1%
BPAMU
1192
BTG Pactual Asset Management US
New York
$958K +$994K +725 New
WWM
1193
Walser Wealth Management
Florida
$955K -$170K -124 -15%
II
1194
Impact Investors
California
$953K -$241K -176 -20%
CAG
1195
Curtis Advisory Group
California
$951K +$987K +720 New
GWP
1196
Gateway Wealth Partners
Wisconsin
$948K +$983K +717 New
SFO
1197
Stokes Family Office
Louisiana
$938K -$108K -79 -10%
WJS
1198
William John Sempolinski
Massachusetts
$938K – – –
PW
1199
PUREfi Wealth
Massachusetts
$938K +$222K +162 +30%
CPC
1200
Cookson Peirce & Co
Pennsylvania
$936K +$972K +709 New