We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
251
Kingsview Wealth Management
Oregon
$758K -$79.2K -1,276 -9%
VT
252
Vise Technologies
New York
$752K +$146K +2,349 +21%
WCA
253
Westover Capital Advisors
Delaware
$748K -$103K -1,656 -11%
BCM
254
Bayesian Capital Management
New York
$742K -$252K -4,063 -24%
P
255
Paradiem
Louisiana
$737K +$815K +13,126 New
TPCW
256
TD Private Client Wealth
New York
$734K +$171K +2,752 +27%
PA
257
Parallel Advisors
California
$729K -$106K -1,713 -12%
BW
258
Basepoint Wealth
Iowa
$725K +$537K +8,651 +204%
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$724K -$193K -3,101 -19%
PHS
260
Pekin Hardy Strauss
Illinois
$723K -$28.5K -459 -3%
SW
261
SVB Wealth
Massachusetts
$716K +$32.9K +530 +4%
B
262
Bailard
California
$712K -$35.9K -579 -4%
BRWA
263
B. Riley Wealth Advisors
Florida
$711K -$151K -2,440 -16%
CT
264
Coastline Trust
Rhode Island
$698K -$64.1K -1,033 -8%
Cetera Investment Advisers
265
Cetera Investment Advisers
Illinois
$696K +$296K +4,762 +62%
WT
266
Whittier Trust
California
$680K -$94.4K -1,521 -11%
GG
267
Gleason Group
Kentucky
$669K -$93.9K -1,512 -11%
RHBC
268
R.H. Bluestein & Co
Michigan
$646K -$226K -3,634 -24%
NHC
269
Nicholas Hoffman & Company
Georgia
$635K -$105K -1,685 -13%
ECM
270
Evergreen Capital Management
Washington
$634K +$46.1K +742 +7%
VAG
271
VisionPoint Advisory Group
Texas
$624K +$700K +11,278 New
LAI
272
Legal Advantage Investments
California
$622K -$76.2K -1,228 -10%
BHC
273
Bowen Hanes & Co
Florida
$621K +$91K +1,465 +15%
VCM
274
Verger Capital Management
North Carolina
$621K +$687K +11,060 New
ADMI
275
Albert D. Mason Inc
Massachusetts
$614K -$80K -1,288 -11%