We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
601
Biltmore Family Office
North Carolina
$212K
SIM
602
Stratos Investment Management
Ohio
$212K +$219K +1,162 New
V
603
VeraBank
Texas
$211K
JWCA
604
J.W. Coons Advisors
Ohio
$211K +$220K +1,163 New
BSAM
605
Blue Square Asset Management
New York
$210K
AWA
606
Arkadios Wealth Advisors
Georgia
$210K +$52.9K +280 +32%
FHA
607
First Horizon Advisors
Tennessee
$207K +$47.8K +253 +29%
FRM
608
Fox Run Management
Connecticut
$207K +$215K +1,139 New
KFC
609
Klingenstein Fields & Co
New York
$205K +$213K +1,126 New
PCG
610
Private Capital Group
Connecticut
$203K +$36.1K +191 +21%
WPW
611
Waldron Private Wealth
Pennsylvania
$203K +$211K +1,118 New
RTC
612
Riverview Trust Company
Washington
$199K
SC
613
Steph & Co
Wisconsin
$199K
CWC
614
Carolinas Wealth Consulting
North Carolina
$198K -$35.9K -190 -15%
CT
615
Caldwell Trust
Florida
$193K
Capstone Investment Advisors
616
Capstone Investment Advisors
New York
$192K +$199K +1,056 New
AIM
617
Arcadia Investment Management
Michigan
$182K
TSW
618
Thompson Siegel & Walmsley
Virginia
$182K
WA
619
WestEnd Advisors
North Carolina
$182K
SPIA
620
Steward Partners Investment Advisory
New York
$181K +$9.26K +49 +5%
HFS
621
Hantz Financial Services
Michigan
$178K +$20K +106 +12%
AF
622
Advisornet Financial
Minnesota
$160K -$66.1K -350 -28%
AA
623
Ancora Advisors
Ohio
$158K
FDCDDQ
624
Federation des caisses Desjardins du Quebec
Quebec, Canada
$155K -$8.88K -47 -5%
FF
625
FourThought Financial
Florida
$148K -$17.2K -91 -10%