We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
801
Capital Advisors Ltd
Ohio
$41K – – –
SWM
802
SHP Wealth Management
Massachusetts
$39.2K +$36.4K +223 New
SSG
803
Summit Securities Group
New York
$38.5K +$27.8K +170 +347%
MAM
804
Meeder Asset Management
Ohio
$38K +$27K +165 +324%
HI
805
Harbour Investments
Wisconsin
$37.8K +$1.31K +8 +4%
W
806
WealthCollab
Washington
$36.3K – – –
DE
807
DV Equities
Illinois
$36.1K +$33.5K +205 New
VFM
808
Vision Financial Markets
Connecticut
$35.2K – – –
EWP
809
Elevation Wealth Partners
California
$35.2K +$26.3K +161 +413%
SFG
810
Strive Financial Group
Indiana
$35.2K +$32.7K +200 New
GA
811
GoalVest Advisory
New York
$34.8K +$32.3K +198 New
QPBE
812
Quintet Private Bank (Europe)
Luxembourg
$34.3K -$9.8K -60 -24%
KFAS
813
Keating Financial Advisory Services
Kansas
$34.3K +$31.9K +195 New
MCM
814
MV Capital Management
Maryland
$34.1K – – –
PWA
815
Principia Wealth Advisory
Texas
$32.6K – – –
RFP
816
Root Financial Partners
California
$32.6K +$20.1K +123 +198%
PTC
817
Private Trust Company
Ohio
$30.8K +$3.27K +20 +13%
FHC
818
First Horizon Corporation
Tennessee
$29.7K +$27.6K +169 New
CTC
819
Central Trust Company
Missouri
$28.7K – – –
TFIPS
820
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28.2K – – –
SWM
821
Spire Wealth Management
Virginia
$28K -$1.14K -7 -4%
AA
822
Addison Advisors
Vermont
$26.6K -$2.61K -16 -10%
OAJ
823
Ogorek Anthony Joseph
New York
$26K -$3.27K -20 -12%
WA
824
WPG Advisers
Maryland
$25.5K +$19.1K +117 +418%
RAM
825
Reflection Asset Management
South Carolina
$24.8K +$23K +141 New