We are live on ! Find out more
BRO icon

Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
676
Capital A Wealth Management
Pennsylvania
$276K -$16.4K -147 -6%
TWM
677
Tradition Wealth Management
Minnesota
$274K +$223 +2 +0.1%
KCPG
678
Kavar Capital Partners Group
Kansas
$272K – – –
BCV
679
Banque Cantonale Vaudoise
Switzerland
$272K +$244K +2,180 New
QCG
680
Quadrant Capital Group
Ohio
$270K +$203K +1,819 +523%
TCA
681
Transcend Capital Advisors
New Jersey
$269K +$15.4K +138 +7%
ST
682
Smithfield Trust
Pennsylvania
$269K – – –
AWM
683
Angeles Wealth Management
California
$266K +$5.59K +50 +2%
WANY
684
Wealthspire Advisors (New York)
New York
$263K +$2.35K +21 +1%
DWA
685
Douglass Winthrop Advisors
New York
$261K – – –
RWM
686
Ritholtz Wealth Management
New York
$255K +$229K +2,052 New
LFAS
687
Level Four Advisory Services
Texas
$255K +$229K +2,049 New
FFP
688
FourThought Financial Partners
Florida
$251K -$18.3K -164 -8%
MBTD
689
Mechanics Bank - Trust Department
California
$251K – – –
IC
690
Iconiq Capital
California
$249K +$224K +2,001 New
RC
691
RBF Capital
California
$249K – – –
WTFG
692
Wood Tarver Financial Group
Idaho
$247K – – –
HH
693
Hilltop Holdings
Texas
$246K -$44.2K -396 -17%
VA
694
VestGen Advisors
Illinois
$245K +$220K +1,967 New
SI
695
Sprott Inc
Ontario, Canada
$244K +$219K +1,960 New
CA
696
Commerzbank Aktiengesellschaft
Germany
$243K +$218K +1,952 New
QWP
697
Quotient Wealth Partners
Texas
$241K +$217K +1,940 New
RFG
698
RFP Financial Group
Georgia
$240K -$5.03K -45 -2%
ICP
699
Impact Capital Partners
Colorado
$238K +$213K +1,910 New
SPC
700
Spirepoint Private Client
Florida
$237K -$34.1K -305 -14%
26 27
28
29 30