We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RFM
676
Royal Fund Management
Florida
$658K +$83.9K +388 +14%
Avantax Advisory Services
677
Avantax Advisory Services
Texas
$655K +$82.2K +380 +14%
Farmers & Merchants Investments Inc
678
Farmers & Merchants Investments Inc
Nebraska
$652K – – –
Belpointe Asset Management
679
Belpointe Asset Management
Nevada
$646K -$81.5K -377 -11%
Orion Portfolio Solutions
680
Orion Portfolio Solutions
Nebraska
$643K -$79.2K -366 -10%
CBT
681
Central Bank & Trust
Kentucky
$642K +$3.89K +18 +0.6%
AssetMark Inc
682
AssetMark Inc
California
$639K +$18K +83 +3%
Independent Advisor Alliance
683
Independent Advisor Alliance
North Carolina
$638K -$745K -3,446 -53%
STAS
684
Strong Tower Advisory Services
Minnesota
$637K +$80K +370 +14%
MFAM
685
Motley Fool Asset Management
Virginia
$637K +$654K +3,022 +3,685%
Park Avenue Securities
686
Park Avenue Securities
New York
$628K +$50.8K +235 +8%
MPPLM
687
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$623K +$52.6K +243 +9%
EP Wealth Advisors
688
EP Wealth Advisors
California
$612K -$173K -798 -21%
WBCM
689
Wilson & Boucher Capital Management
California
$612K – – –
SC
690
Sepio Capital
Utah
$611K -$983K -4,547 -60%
Oppenheimer Asset Management
691
Oppenheimer Asset Management
New York
$608K +$39.6K +183 +7%
MS
692
Madden Securities
Texas
$604K -$6.49K -30 -1%
BBNB
693
Baker Boyer National Bank
Washington
$604K – – –
TYCC
694
Texas Yale Capital Corp
Florida
$604K – – –
FCCM
695
First City Capital Management
Georgia
$601K +$10.8K +50 +2%
Tidal Investments
696
Tidal Investments
Wisconsin
$601K +$33.5K +155 +6%
QT
697
Quantamental Technologies
New York
$597K -$416K -1,924 -40%
Everett Harris & Co
698
Everett Harris & Co
California
$595K – – –
HT
699
Heritage Trust
Oklahoma
$595K – – –
SBL
700
Sargent Bickham Lagudis
Colorado
$595K +$32.7K +151 +5%