We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SB
1551
Sunflower Bank
Texas
$257K -$1.7K -3 -0.6%
NorthRock Partners
1552
NorthRock Partners
Minnesota
$256K -$243K -430 -48%
TW
1553
Tempo Wealth
Ohio
$256K – – –
BPAMU
1554
BTG Pactual Asset Management US
New York
$255K +$13.6K +24 +5%
S
1555
SimplyRich
California
$255K – – –
OWM
1556
OneAscent Wealth Management
Alabama
$254K +$6.22K +11 +2%
ISFAN
1557
Investor's Fiduciary Advisor Network
Washington
$254K -$25.5K -45 -9%
FWA
1558
FSM Wealth Advisors
Ohio
$253K +$17.5K +31 +7%
EFG
1559
Embree Financial Group
Illinois
$251K +$264K +467 New
SPC
1560
Spirepoint Private Client
Florida
$251K -$2.26K -4 -0.9%
Defiance ETFs
1561
Defiance ETFs
New York
$251K +$264K +466 New
Bartlett & Co Wealth Management
1562
Bartlett & Co Wealth Management
Ohio
$250K +$11.9K +21 +6%
WA
1563
Wealth Architects
California
$250K -$7.36K -13 -3%
AWM
1564
Aries Wealth Management
Maine
$250K – – –
CH
1565
Cromwell Holdings
Wyoming
$250K – – –
Exencial Wealth Advisors
1566
Exencial Wealth Advisors
Oklahoma
$250K +$263K +464 New
CCAM
1567
Cascades Capital Asset Management
North Carolina
$249K – – –
LWM
1568
LeConte Wealth Management
Tennessee
$248K +$2.83K +5 +1%
WP
1569
Westmount Partners
California
$247K +$260K +459 New
FFP
1570
FourThought Financial Partners
Florida
$246K -$23.8K -42 -8%
Howard Capital Management
1571
Howard Capital Management
Georgia
$246K -$231K -409 -47%
FMTC
1572
Farmers & Merchants Trust Company
California
$246K – – –
RA
1573
Riversedge Advisors
Delaware
$245K +$1.13K +2 +0.4%
HCM
1574
Hudson Capital Management
New Jersey
$245K +$258K +456 New
NC
1575
nVerses Capital
Florida
$245K +$258K +456 New