We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
401
Jeppson Wealth Management
California
$203K +$199K +4,500 New
SFS
402
Sowell Financial Services
Arkansas
$201K +$107K +2,420 +140%
LAS
403
Lloyd Advisory Services
Georgia
$189K -$9.66K -219 -5%
HNB
404
Huntington National Bank
Ohio
$188K -$1.37K -31 -0.7%
IA
405
IFP Advisors
Florida
$175K -$1.46K -33 -0.9%
SWM
406
Spire Wealth Management
Virginia
$169K +$165K +3,746 New
AF
407
Advisornet Financial
Minnesota
$149K +$21K +476 +17%
CB
408
Community Bank
New York
$144K
JWM
409
Janiczek Wealth Management
Colorado
$136K +$54.5K +1,235 +70%
EVM
410
Eaton Vance Management
Massachusetts
$136K +$133K +3,008 New
APA
411
American Portfolios Advisors
New York
$126K +$3.57K +81 +3%
BCV
412
Banque Cantonale Vaudoise
Switzerland
$122K +$12.6K +285 +12%
Credit Agricole
413
Credit Agricole
France
$122K +$75.3K +1,707 +171%
HI
414
Harbour Investments
Wisconsin
$122K +$120K +2,710 New
CTC
415
Central Trust Company
Missouri
$118K +$4.41K +100 +4%
SG Americas Securities
416
SG Americas Securities
New York
$112K -$2.16K -49 -2%
GLLW
417
Graves Light Lenhart Wealth
Virginia
$107K
CFO
418
CVA Family Office
Colorado
$106K -$6.44K -146 -6%
FHA
419
First Horizon Advisors
Tennessee
$105K
CCC
420
Crescent Capital Consulting
Louisiana
$105K +$72.8K +1,650 +238%
WP
421
WealthShield Partners
North Carolina
$104K +$101K +2,293 New
CSPIA
422
Cary Street Partners Investment Advisory
Virginia
$104K +$1.48M +33,556 +634%
SIM
423
Sonora Investment Management
Arizona
$103K +$9.88K +224 +11%
HPC
424
HM Payson & Co
Maine
$101K
LS
425
Leelyn Smith
Illinois
$96K +$9.26K +210 +11%