We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
601
Checchi Capital Advisers
California
$330K +$11.8K +144 +4%
FNBT
602
FineMark National Bank & Trust
Florida
$329K -$84.5K -1,030 -21%
CI
603
Conning Inc
Connecticut
$329K -$29.5K -360 -8%
DT
604
Diversified Trust
Tennessee
$329K +$321K +3,910 New
KOC
605
Koss-Olinger Consulting
Florida
$327K +$1.31K +16 +0.4%
AAS
606
Avantax Advisory Services
Texas
$320K +$310K +3,782 New
ECM
607
Evergreen Capital Management
Washington
$317K -$46.1K -562 -13%
AIA
608
Angeles Investment Advisors
California
$317K -$9.1K -111 -3%
KeyBank National Association
609
KeyBank National Association
Ohio
$314K +$4.59K +56 +2%
SOW
610
State of Wyoming
Wyoming
$312K +$2.95K +36 +1%
OIA
611
OneDigital Investment Advisors
Kansas
$310K +$302K +3,687 New
CWM
612
Congress Wealth Management
Massachusetts
$305K -$2.38K -29 -0.8%
IC
613
Inscription Capital
Texas
$305K +$492 +6 +0.2%
GCP
614
GSA Capital Partners
United Kingdom
$305K +$297K +3,617 New
OWM
615
OneAscent Wealth Management
Alabama
$305K +$297K +3,619 New
ZCA
616
Zeke Capital Advisors
Pennsylvania
$305K +$297K +3,624 New
AC
617
Arjuna Capital
North Carolina
$303K +$295K +3,601 New
TWM
618
TriaGen Wealth Management
California
$301K -$18K -220 -6%
VC
619
Vicus Capital
Pennsylvania
$298K -$164 -2 -0.1%
SXL
620
Summit X LLC
Missouri
$298K +$7.71K +94 +3%
MMG
621
Monetary Management Group
Missouri
$295K
BRWA
622
B. Riley Wealth Advisors
Florida
$295K +$16.1K +196 +6%
FBT
623
First Bank & Trust
South Dakota
$291K -$2.21K -27 -0.8%
GW
624
GW & Wade
Massachusetts
$287K
Cetera Investment Advisers
625
Cetera Investment Advisers
Illinois
$285K -$18K -220 -6%