We are live on ! Find out more
BP icon

BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
701
Tiedemann Advisors
New York
$243K +$2.29K +75 +0.9%
VWA
702
Visionary Wealth Advisors
Illinois
$243K +$252K +8,280 New
FRM
703
Fox Run Management
Connecticut
$242K -$230K -7,554 -48%
CAL
704
Capital Analysts LLC
Pennsylvania
$242K -$27.3K -894 -10%
UF
705
Univest Financial
Pennsylvania
$242K +$3.81K +125 +2%
CFG
706
Citizens Financial Group
Rhode Island
$240K – – –
SCI
707
Stableford Capital II
Arizona
$240K – – –
RCM
708
Requisite Capital Management
Texas
$238K +$246K +8,081 New
CCM
709
Cohen Capital Management
California
$237K – – –
HIMC
710
Heritage Investors Management Corp
Maryland
$236K – – –
POIA
711
Pin Oak Investment Advisors
Texas
$235K -$31.2K -1,025 -11%
SFG
712
Summit Financial Group
West Virginia
$235K – – –
YIH
713
Y-Intercept (HK)
Hong Kong
$235K +$243K +7,987 New
BRWM
714
B. Riley Wealth Management
Tennessee
$234K +$457 +15 +0.2%
HW
715
Hancock Whitney
Mississippi
$233K -$50.6K -1,661 -17%
SIC
716
Shoker Investment Counsel
Ohio
$233K +$1.77K +58 +0.7%
SFG
717
StrategIQ Financial Group
Indiana
$232K – – –
SP
718
Successful Portfolios
Florida
$231K -$2.93K -96 -1%
AWM
719
Accurate Wealth Management
Florida
$231K +$239K +7,842 New
WA
720
WealthTrust Axiom
Pennsylvania
$230K -$12K -393 -5%
NPPM
721
North Point Portfolio Managers
Ohio
$230K – – –
PM
722
Parametrica Management
Hong Kong
$230K +$238K +7,821 New
WANY
723
Wealthspire Advisors (New York)
New York
$229K -$45.9K -1,505 -16%
PFA
724
Pinnacle Family Advisors
Missouri
$229K – – –
FAM
725
Formidable Asset Management
Ohio
$228K -$796K -26,095 -77%
27 28
29
30 31