We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
376
KFG Wealth Management
Indiana
$287K +$37K +65 +12%
FTWA
377
Fifth Third Wealth Advisors
Ohio
$287K +$1.71K +3 +0.5%
EWA
378
EverSource Wealth Advisors
Alabama
$285K +$47.3K +83 +17%
ML
379
McAdam LLC
Pennsylvania
$284K
EAM
380
Erste Asset Management
Austria
$280K +$285K +500 New
SC
381
SummitTX Capital
Texas
$278K +$325K +571 New
FGP
382
Freestone Grove Partners
California
$277K +$324K +568 New
NWAG
383
Net Worth Advisory Group
Utah
$273K +$11.4K +20 +4%
EHWM
384
Eads & Heald Wealth Management
Georgia
$273K -$2.85K -5 -0.9%
BMSSC
385
B. Metzler seel. Sohn & Co
Germany
$273K
IA
386
IFP Advisors
Florida
$271K +$59.3K +104 +23%
GCIA
387
Gabelli & Co Investment Advisers
New York
$268K +$313K +550 New
Brown Advisory
388
Brown Advisory
Maryland
$267K +$84.3K +148 +37%
PCS
389
Personal CFO Solutions
New Jersey
$265K -$20.5K -36 -6%
SCM
390
Shelton Capital Management
Colorado
$261K -$7.41K -13 -2%
ISWM
391
Independent Solutions Wealth Management
New York
$261K +$9.69K +17 +3%
CI Investments Inc
392
CI Investments Inc
Ontario, Canada
$254K -$18.2K -32 -6%
CFO
393
Callan Family Office
Pennsylvania
$253K +$296K +520 New
QEI
394
QSV Equity Investors
Illinois
$248K +$1.14K +2 +0.4%
APP
395
Avantax Planning Partners
Iowa
$247K -$2.28K -4 -0.8%
SCA
396
Stonebridge Capital Advisors
Minnesota
$245K
MA
397
MCF Advisors
Kentucky
$243K
KW
398
Keyvantage Wealth
Pennsylvania
$243K
WHCI
399
W.H. Cornerstone Investments
Massachusetts
$240K +$281K +493 New
RS
400
R Squared
Hong Kong
$239K +$279K +490 New