We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
2201
Roble Belko & Company
Pennsylvania
$259K
TF
2202
TimeScale Financial
Massachusetts
$259K +$146 +3 +0.1%
PIP
2203
Peachtree Investment Partners
Florida
$258K +$233K +4,787 New
RCM
2204
RB Capital Management
Nevada
$254K +$229K +4,705 New
CAN
2205
Claraphi Advisory Network
United States
$253K -$1.02K -21 -0.4%
ARG
2206
Advisory Resource Group
Oklahoma
$253K +$218K +4,493 New
NP
2207
Ninepoint Partners
Ontario, Canada
$250K
GA
2208
Gateway Advisory
New Jersey
$250K +$97 +2 +0%
AWE
2209
Avidian Wealth Enterprises
Texas
$249K +$224K +4,609 New
ACM
2210
Aljian Capital Management
Nevada
$248K -$7.29K -150 -3%
TAM
2211
Trust Asset Management
Texas
$244K +$220K +4,524 New
SICM
2212
Sustainable Insight Capital Management
New York
$243K -$102K -2,100 -32%
PWMG
2213
Prestige Wealth Management Group
New Jersey
$243K -$73.3K -1,508 -25%
TAM
2214
Taylor Asset Management
Ontario, Canada
$243K +$219K +4,500 New
KCPG
2215
Kavar Capital Partners Group
Kansas
$242K +$218K +4,484 New
TFO
2216
Tarbox Family Office
California
$241K
TA
2217
TMD & Associates
Arizona
$241K +$217K +4,459 New
LC
2218
Lincoln Capital
Nebraska
$241K +$217K +4,465 New
BPCE
2219
Bank Pictet & Cie (Europe)
Germany
$241K +$217K +4,470 New
Nuveen Fund Advisors
2220
Nuveen Fund Advisors
Illinois
$239K -$370K -7,610 -63%
AIA
2221
Alera Investment Advisors
Illinois
$238K -$35.9K -739 -14%
SWRP
2222
Summit Wealth & Retirement Planning
California
$238K +$215K +4,415 New
I
2223
INVST
Indiana
$236K +$209K +4,299 New
FSCM
2224
Front Street Capital Management
Montana
$233K +$210K +4,322 New
DC
2225
Defender Capital
North Carolina
$232K +$211K +4,350 New