We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Parallel Advisors
California
$740 +$269 +12 +71%
WTC
227
WhitTier Trust Company
Nevada
$736 – – –
NA
228
NewEdge Advisors
Louisiana
$715 -$784 -35 -56%
PWA
229
Physician Wealth Advisors
Utah
$690 -$516 -23 -46%
FMII
230
Farmers & Merchants Investments Inc
Nebraska
$612 – – –
LSA
231
Leonteq Securities AG
Switzerland
$536 – – –
RWS
232
Retirement Wealth Solutions
Wisconsin
$485 +$359 +16 +533%
HI
233
Harbour Investments
Wisconsin
$446 +$157 +7 +70%
TPCW
234
TD Private Client Wealth
New York
$408 +$359 +16 New
KG
235
Kilter Group
New York
$332 +$291 +13 New
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$281 -$1.05K -47 -81%
AW
237
Ankerstar Wealth
Texas
$281 +$247 +11 New
CA
238
Clearstead Advisors
Ohio
$256 +$224 +10 New
PMFA
239
Plante Moran Financial Advisors
Michigan
$230 +$202 +9 New
GWM
240
Gilpin Wealth Management
Colorado
$205 -$67 -3 -27%
SHIM
241
Stone House Investment Management
Pennsylvania
$128 +$112 +5 New
SEP
242
Signature Equity Partners
Ohio
$102 – – –
SAM
243
Smartleaf Asset Management
Massachusetts
$102 – – –
AWM
244
Abound Wealth Management
Tennessee
$77 – – –
BBHC
245
Brown Brothers Harriman & Co
New York
$77 – – –
QL
246
Quarry LP
New York
$77 +$67 +3 New
HFS
247
Hughes Financial Services
Virginia
$51 +$22 +1 +100%
DCM
248
Davis Capital Management
Florida
$51 +$45 +2 New
CCA
249
Conestoga Capital Advisors
Pennsylvania
– -$60.1M -2,844,546 Closed
CAM
250
Congress Asset Management
Massachusetts
– -$24.2M -1,145,635 Closed