We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1001
Chicago Capital
Illinois
$470K
JSW
1002
Journey Strategic Wealth
New Jersey
$469K -$94.7K -320 -16%
WAP
1003
Wealthcare Advisory Partners
Pennsylvania
$469K -$3.85K -13 -0.8%
IAS
1004
Insigneo Advisory Services
Florida
$468K +$20.7K +70 +5%
PVI
1005
Pine Valley Investments
New Jersey
$467K -$13.3K -45 -3%
GWM
1006
Geneos Wealth Management
Colorado
$467K -$146K -495 -23%
CAMV
1007
Concord Asset Management (Virginia)
Virginia
$463K -$148K -499 -24%
BFG
1008
Beacon Financial Group
Texas
$463K -$24K -81 -5%
4WM
1009
49 Wealth Management
Texas
$460K +$472K +1,596 New
AP
1010
Appleton Partners
Massachusetts
$459K +$9.47K +32 +2%
MYIA
1011
Mount Yale Investment Advisors
Colorado
$456K +$453K +1,530 +2,887%
GJWM
1012
Gilliland Jeter Wealth Management
Arkansas
$456K +$592 +2 +0.1%
FIB
1013
First Interstate Bank
Montana
$456K +$14.8K +50 +3%
SAI
1014
Systematic Alpha Investments
New Jersey
$456K
PFA
1015
Pure Financial Advisors
California
$450K -$60.7K -205 -12%
SCM
1016
Stevens Capital Management
Pennsylvania
$449K +$461K +1,559 New
MWM
1017
Modera Wealth Management
New Jersey
$449K -$42.3K -143 -8%
MG
1018
Mather Group
Illinois
$448K +$185K +626 +67%
MBT
1019
Montecito Bank & Trust
California
$448K +$460K +1,554 New
PWA
1020
Provenance Wealth Advisors
Florida
$446K
CW
1021
CreativeOne Wealth
Kansas
$446K -$58.3K -197 -11%
OWA
1022
One Wealth Advisors
California
$444K +$2.37K +8 +0.5%
CPW
1023
Cove Private Wealth
New York
$444K
LF
1024
Lansforsakringar Fondforvaltning
Sweden
$443K -$852K -2,878 -65%
PNC
1025
Park National Corp
Ohio
$442K -$55.9K -189 -11%