We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
601
Moloney Securities Asset Management
Missouri
$303K +$20.2K +690 +7%
KF
602
Krilogy Financial
Missouri
$302K
BAM
603
Belpointe Asset Management
Nevada
$302K +$30.2K +1,031 +11%
CI
604
Corient IA
Florida
$299K
KJHP
605
K.J. Harrison & Partners
Ontario, Canada
$299K +$293K +10,000 New
OFS
606
OneAscent Financial Services
Alabama
$299K -$266K -9,076 -48%
Envestnet Portfolio Solutions
607
Envestnet Portfolio Solutions
Illinois
$299K -$89.7K -3,058 -23%
SA
608
Sovran Advisors
California
$298K +$46.6K +1,590 +20%
PCIA
609
Prime Capital Investment Advisors
Kansas
$296K -$39.4K -1,345 -12%
CT
610
Chicago Trust
Illinois
$296K -$47.5K -1,620 -14%
EWA
611
Exencial Wealth Advisors
Oklahoma
$295K -$11.2K -382 -4%
FSG
612
Financial Strategies Group
Michigan
$294K
SWM
613
Silverlake Wealth Management
Vermont
$294K -$6.72K -229 -2%
XWM
614
Xcel Wealth Management
Florida
$292K -$2.4K -82 -0.8%
AA
615
Armis Advisers
Georgia
$292K +$262K +8,949 New
WAM
616
Winslow Asset Management
Ohio
$292K
TAM
617
Titleist Asset Management
Texas
$289K +$3.67K +125 +1%
AF
618
Advisornet Financial
Minnesota
$288K -$93.8K -3,197 -25%
CCM
619
Coldstream Capital Management
Washington
$287K +$3.34K +114 +1%
ATC
620
Argent Trust Co
Tennessee
$286K -$17.7K -603 -6%
SDWIA
621
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$286K +$1.5K +51 +0.5%
DJSG
622
D.J. St. Germain
Massachusetts
$286K +$157K +5,362 +128%
HSA
623
HBK Sorce Advisory
Pennsylvania
$286K -$29.7K -1,011 -10%
MHR
624
Matthew Hamilton Rosenberg
$286K -$2.26K -77 -0.8%
GSEP
625
Golden State Equity Partners
California
$285K +$8.62K +294 +3%