We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
651
HBC Financial Services
Washington
$4K
PCWA
652
Pacific Capital Wealth Advisors
California
$3.9K +$4.15K +52 New
BWL
653
Bogart Wealth LLC
Virginia
$3.82K
EWP
654
Elevation Wealth Partners
California
$3.75K +$3.99K +50 New
LIA
655
Lynx Investment Advisory
District of Columbia
$3.6K +$3.83K +48 New
Kayne Anderson Rudnick Investment Management
656
Kayne Anderson Rudnick Investment Management
California
$3.37K -$638 -8 -15%
OWA
657
Opal Wealth Advisors
New York
$3.15K +$3.35K +42 New
AAP
658
Arax Advisory Partners
Colorado
$3.04K
CPG
659
Cornerstone Planning Group
New Jersey
$2.99K +$319 +4 +11%
CP
660
Castleview Partners
Texas
$2.85K +$718 +9 +31%
PWA
661
Provenance Wealth Advisors
Florida
$2.17K
WWP
662
WR Wealth Planners
Missouri
$2.17K +$2.31K +29 New
RS
663
Rakuten Securities
Japan
$1.5K -$160 -2 -9%
SJIM
664
St. Johns Investment Management
Florida
$1.5K
BFA
665
Brown Financial Advisors
Ohio
$1.43K +$1.52K +19 New
FCA
666
FinTrust Capital Advisors
South Carolina
$1.13K +$1.2K +15 New
VWM
667
Venturi Wealth Management
Texas
$1.13K +$1.2K +15 New
EC
668
EdgeRock Capital
Colorado
$1.12K +$1.2K +15 New
SL
669
Salomon & Ludwin
Virginia
$750
KFI
670
Key Financial Inc
Pennsylvania
$745 +$798 +10 New
HWP
671
Highline Wealth Partners
California
$300 +$319 +4 New
SIM
672
Sprucegrove Investment Management
Ontario, Canada
-$437M -5,068,704 Closed
HF
673
HRT Financial
New York
-$161M -1,868,328 Closed
Arrowstreet Capital
674
Arrowstreet Capital
Massachusetts
-$120M -1,385,671 Closed
WCA
675
Waratah Capital Advisors
Ontario, Canada
-$26.7M -309,294 Closed