We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KG
301
Kilter Group
New York
$33K +$15.5K +109 +105%
CIAM
302
Caitong International Asset Management
Hong Kong
$32.7K +$26.7K +188 +817%
BWL
303
Bogart Wealth LLC
Virginia
$31K – – –
KAS
304
Kemnay Advisory Services
New York
$30.5K +$6.83K +48 +32%
C
305
Covestor
United Kingdom
$29K -$46.8K -329 -63%
UB
306
UMB Bank
Missouri
$28.5K +$1.28K +9 +5%
QL
307
Quarry LP
New York
$26.7K +$20.1K +141 +455%
SIC
308
Salem Investment Counselors
North Carolina
$25.6K – – –
CA
309
Centerpoint Advisors
Massachusetts
$24K -$142 -1 -0.6%
WAG
310
Wilkerson Advisory Group
Missouri
$19.7K – – –
BFS
311
Bare Financial Services
Pennsylvania
$19.4K +$7.25K +51 +69%
CIA
312
Cape Investment Advisory
Georgia
$17.1K +$15.6K +110 New
CPG
313
Cornerstone Planning Group
New Jersey
$15.7K -$142 -1 -1%
CTC
314
Central Trust Company
Missouri
$15.5K – – –
MAM
315
Meeder Asset Management
Ohio
$15.2K – – –
GRP
316
Global Retirement Partners
California
$11.8K +$10.8K +76 New
RIL
317
Rothschild Investment LLC
Illinois
$11.6K – – –
Mitsubishi UFJ Asset Management
318
Mitsubishi UFJ Asset Management
Japan
$11.2K – – –
AWM
319
Abound Wealth Management
Tennessee
$8.22K – – –
IAS
320
IMA Advisory Services
Colorado
$7.75K +$2.42K +17 +52%
TCM
321
Triumph Capital Management
Colorado
$7.75K – – –
KFAS
322
Keating Financial Advisory Services
Kansas
$7.44K – – –
GKIM
323
GW&K Investment Management
Massachusetts
$7K +$6.12K +43 New
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$6.51K +$5.97K +42 New
JSAM
325
J. Safra Asset Management
New York
$5.74K – – –