We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
526
Cetera Advisor Networks
California
$222K +$206K +1,559 New
BFO
527
Biltmore Family Office
North Carolina
$220K +$204K +1,543 New
CC
528
ClearArc Capital
Ohio
$219K -$88.5K -669 -30%
BAS
529
Brown Advisory Securities
Maryland
$216K +$200K +1,515 New
Carson Wealth (CWM LLC)
530
Carson Wealth (CWM LLC)
Nebraska
$213K – – –
IWM
531
IHT Wealth Management
Illinois
$212K +$196K +1,484 New
SW
532
SteelPeak Wealth
California
$212K +$197K +1,486 New
OWA
533
One Wealth Advisors
California
$211K -$225K -1,702 -54%
MAFM
534
Mid Atlantic Financial Management
Pennsylvania
$209K -$23.3K -176 -11%
AAM
535
Aureus Asset Management
Massachusetts
$209K +$193K +1,461 New
SCA
536
Snowden Capital Advisors
New York
$207K +$192K +1,451 New
DA
537
DSC Advisors
Illinois
$207K +$191K +1,447 New
SEM
538
Suncoast Equity Management
Florida
$206K +$191K +1,440 New
GLLW
539
Graves Light Lenhart Wealth
Virginia
$203K +$188K +1,418 New
TAM
540
Tocqueville Asset Management
New York
$202K -$81.9K -619 -30%
FCH
541
Freestone Capital Holdings
Washington
$201K +$186K +1,407 New
CT
542
Caldwell Trust
Florida
$188K +$174K +1,316 New
KPW
543
Kore Private Wealth
New York
$184K +$171K +1,290 New
Rockefeller Capital Management
544
Rockefeller Capital Management
New York
$172K +$15.9K +120 +11%
WEC
545
Winslow Evans & Crocker
Massachusetts
$170K +$157K +1,186 New
CFGS
546
Concourse Financial Group Securities
Alabama
$164K +$115K +867 +307%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
547
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$160K +$148K +1,121 New
RTC
548
Riverview Trust Company
Washington
$156K – – –
SIAS
549
Shine Investment Advisory Services
Colorado
$148K – – –
LS
550
Livforsakringsbolaget Skandia
Sweden
$143K -$132K -1,000 -50%