We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NQWM
601
Northwest Quadrant Wealth Management
Oregon
$267K +$40.2K +293 +17%
PTC
602
Private Trust Company
Ohio
$265K +$18.9K +138 +8%
DA
603
Doliver Advisors
Texas
$264K -$26.1K -190 -9%
LB
604
Legacy Bridge
Iowa
$260K -$23.9K -174 -8%
CA
605
Clearstead Advisors
Ohio
$260K +$549 +4 +0.2%
CGL
606
Clarius Group LLC
Washington
$258K +$264K +1,922 New
DAS
607
Dynamic Advisor Solutions
Arizona
$257K -$184K -1,341 -41%
CAM
608
Cozad Asset Management
Illinois
$256K -$104K -758 -28%
RCAG
609
Rehmann Capital Advisory Group
Michigan
$256K +$261K +1,903 New
HL
610
HeadInvest LLC
Maine
$255K
HSA
611
HBK Sorce Advisory
Pennsylvania
$254K -$51K -372 -16%
TCB
612
Texas Capital Bancshares
Texas
$252K +$6.45K +47 +3%
QCIG
613
Quad-Cities Investment Group
Iowa
$252K +$13.2K +96 +5%
BNP Paribas Financial Markets
614
BNP Paribas Financial Markets
France
$252K +$216K +1,571 +517%
HBT
615
Hills Bank & Trust
Iowa
$251K +$15.4K +112 +6%
OFS
616
OneAscent Financial Services
Alabama
$250K +$16.6K +121 +7%
P
617
Pitcairn
Pennsylvania
$249K +$254K +1,853 New
NDSI
618
Newman Dignan & Sheerar Inc
Rhode Island
$248K -$2.74K -20 -1%
TCWM
619
Total Clarity Wealth Management
Illinois
$248K +$253K +1,845 New
CPIG
620
Chicago Partners Investment Group
Illinois
$247K -$168K -1,226 -42%
WP
621
WealthSource Partners
California
$247K -$143K -1,041 -36%
GBT
622
Grove Bank & Trust
Florida
$244K -$4.12K -30 -2%
FNC
623
First National Corp
Massachusetts
$244K +$13.4K +98 +6%
LIM
624
Loudon Investment Management
New Hampshire
$243K -$41.2K -300 -14%
BHWM
625
Bar Harbor Wealth Management
New Hampshire
$242K -$27.4K -200 -10%