We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GWP
826
Gateway Wealth Partners
Wisconsin
$405K -$161K -316 -28%
GAM
827
Generali Asset Management
Italy
$403K +$419K +821 New
LFA
828
Legacy Financial Advisors
Kentucky
$402K -$189K -370 -31%
SB
829
SIG Brokerage
New York
$402K +$418K +819 New
CWM
830
Cordatus Wealth Management
Pennsylvania
$396K +$1.53K +3 +0.4%
KFP
831
KMG Fiduciary Partners
Ohio
$396K – – –
CSB
832
City State Bank
Iowa
$392K – – –
LAM
833
L2 Asset Management
Massachusetts
$392K +$25K +49 +7%
QFA
834
Quantum Financial Advisors
California
$390K – – –
KLCM
835
KG&L Capital Management
Louisiana
$390K +$406K +796 New
WIM
836
WealthPlan Investment Management
Nebraska
$389K -$22.4K -44 -5%
MA
837
Mutual Advisors
Nebraska
$386K +$42.8K +84 +12%
SAM
838
Simplify Asset Management
Nevada
$386K +$105K +205 +35%
MCM
839
Manchester Capital Management
Vermont
$384K -$15.3K -30 -4%
ST
840
Smithfield Trust
Pennsylvania
$383K – – –
LFG
841
Larson Financial Group
Missouri
$380K +$11.2K +22 +3%
MF
842
Magnetar Financial
Illinois
$377K +$392K +769 New
CW
843
CreativeOne Wealth
Kansas
$374K +$46.9K +92 +14%
VWA
844
Visionary Wealth Advisors
Illinois
$373K +$97.9K +192 +34%
PAG
845
Private Advisory Group
Washington
$371K +$386K +756 New
PP
846
PDS Planning
Ohio
$370K +$41.8K +82 +12%
VCM
847
Versant Capital Management
Arizona
$368K +$116K +227 +43%
TCM
848
TABR Capital Management
California
$367K -$106K -207 -22%
DWM
849
Drive Wealth Management
Utah
$367K +$382K +749 New
GWM
850
GK Wealth Management
Nevada
$363K +$377K +740 New