We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
451
Segment Wealth Management
Texas
$222K
KPWS
452
Kestra Private Wealth Services
Texas
$222K -$4.94K -85 -2%
CMS
453
Capital Market Strategies
Florida
$220K
SS
454
Sunbelt Securities
Texas
$219K +$98.5K +1,695 +79%
BRWA
455
B. Riley Wealth Advisors
Florida
$218K -$75.2K -1,294 -25%
UB
456
UMB Bank
Missouri
$218K -$1.11M -19,029 -83%
CFB
457
Cullen/Frost Bankers
Texas
$218K +$25.9K +446 +13%
AssetMark Inc
458
AssetMark Inc
California
$217K -$11.2K -192 -5%
CFO
459
CVA Family Office
Colorado
$213K +$7.84K +135 +4%
BSW
460
Buckingham Strategic Wealth
Missouri
$213K -$44K -758 -17%
CIG
461
Cullen Investment Group
Louisiana
$213K -$9.12K -157 -4%
GVAG
462
Great Valley Advisor Group
Delaware
$211K -$9.36K -161 -4%
HAG
463
HighPoint Advisor Group
Illinois
$208K +$1.8K +31 +0.8%
BBA
464
Baader Bank Aktiengesellschaft
Germany
$208K +$214K +3,675 New
GFP
465
Gryphon Financial Partners
Ohio
$207K +$211K +3,633 New
KWA
466
Kingswood Wealth Advisors
California
$207K +$8.37K +144 +4%
CWM
467
Compass Wealth Management
Connecticut
$206K
AIA
468
Alera Investment Advisors
Illinois
$204K +$208K +3,571 New
C
469
Certuity
Florida
$202K +$206K +3,545 New
EH
470
Equitable Holdings
New York
$201K +$205K +3,522 New
USGIU
471
U.S. Global Investors (USGI)
Texas
$200K
CB
472
Community Bank
New York
$200K
LC
473
Lindbrook Capital
California
$193K -$69.6K -1,197 -26%
CM
474
Castleark Management
Illinois
$185K
FAIM
475
Financial Advocates Investment Management
Washington
$181K +$184K +3,163 New