We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
551
Kestra Private Wealth Services
Texas
$484K -$216K -4,055 -38%
WFA
552
Wellspring Financial Advisors
Ohio
$476K +$342K +6,407 New
DAM
553
Doheny Asset Management
California
$473K
P
554
&Partners
Tennessee
$466K +$62.6K +1,174 +23%
WA
555
Waverly Advisors
Alabama
$466K +$160 +3 +0%
MWM
556
MinichMacGregor Wealth Management
New York
$461K -$8.75K -164 -3%
Capstone Investment Advisors
557
Capstone Investment Advisors
New York
$460K +$331K +6,195 New
JWM
558
Jupiter Wealth Management
Colorado
$454K +$320K +6,000 New
AWCI
559
Alpine Woods Capital Investors
New York
$452K -$168K -3,157 -34%
OFA
560
Oak Family Advisors
Illinois
$450K -$53.4K -1,000 -14%
SWM
561
Segment Wealth Management
Texas
$444K -$9.07K -170 -3%
EGA
562
Eagle Global Advisors
Texas
$438K -$107K -2,000 -25%
SC
563
Sapient Capital
Indiana
$435K +$2.62K +49 +0.8%
CCM
564
Coldstream Capital Management
Washington
$435K -$747 -14 -0.2%
CFO
565
Callan Family Office
Pennsylvania
$429K +$308K +5,773 New
HAG
566
HighPoint Advisor Group
Illinois
$425K -$218K -4,089 -42%
KP
567
Keel Point
Alabama
$419K +$10.2K +191 +4%
SMWM
568
Silvia McColl Wealth Management
California
$416K
HC
569
Hamilton Capital
Ohio
$416K
AWA
570
Arete Wealth Advisors
Illinois
$414K +$298K +5,583 New
BP
571
Ballentine Partners
Massachusetts
$411K -$150K -2,807 -34%
SIC
572
Samalin Investment Counsel
New York
$411K +$15.8K +296 +6%
C
573
Covestor
United Kingdom
$408K +$290K +5,433 +8,489%
MWM
574
Modera Wealth Management
New Jersey
$406K +$2.67K +50 +0.9%
AWM
575
AE Wealth Management
Kansas
$406K +$292K +5,467 New