We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
401
Contravisory Investment Management
Massachusetts
$264K +$12.4K +255 +4%
ALAM
402
Asahi Life Asset Management
Japan
$264K +$304K +6,265 New
VFA
403
Valeo Financial Advisors
Indiana
$262K +$9.47K +195 +3%
CA
404
Continuum Advisory
Idaho
$260K -$33.1K -682 -10%
RWM
405
Ritholtz Wealth Management
New York
$259K +$300K +6,172 New
SC
406
Saturna Capital
Washington
$258K – – –
RMC
407
Resources Management Corp
Connecticut
$257K -$7.29K -150 -2%
CWP
408
Curated Wealth Partners
California
$254K -$49.3K -1,015 -14%
MFS
409
Mirabella Financial Services
United Kingdom
$254K +$288K +5,923 New
RIG
410
Roosevelt Investment Group
New York
$252K +$34.7K +714 +14%
Lazard Asset Management
411
Lazard Asset Management
New York
$251K -$54.4K -1,120 -16%
HNWAG
412
High Net Worth Advisory Group
Florida
$251K – – –
EA
413
Eudaimonia Advisors
Tennessee
$250K – – –
Ensign Peak Advisors
414
Ensign Peak Advisors
Utah
$240K -$442K -9,100 -63%
IWA
415
Icon Wealth Advisors
Texas
$239K +$277K +5,705 New
PFBT
416
Parkside Financial Bank & Trust
Missouri
$238K +$7.14K +147 +3%
HSA
417
HBK Sorce Advisory
Pennsylvania
$235K +$65.9K +1,356 +32%
Koshinski Asset Management
418
Koshinski Asset Management
Illinois
$234K – – –
AG
419
Advocate Group
Minnesota
$234K +$271K +5,580 New
Jones Financial Companies
420
Jones Financial Companies
Missouri
$228K -$25.3K -520 -9%
SMC
421
Smith, Moore & Co
Missouri
$225K -$43.7K -900 -14%
IWM
422
IHT Wealth Management
Illinois
$224K +$259K +5,337 New
IC
423
Inscription Capital
Texas
$222K – – –
GC
424
Guggenheim Capital
Illinois
$219K +$253K +5,203 New
RFC
425
Regions Financial Corp
Alabama
$218K -$22.8K -470 -8%