We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
651
Capital Investment Advisors
Georgia
$844K -$13.8K -226 -2%
SP
652
Symmetry Partners
Connecticut
$841K
TC
653
Trilogy Capital
California
$835K +$11.6K +190 +1%
BAM
654
Belpointe Asset Management
Nevada
$832K -$73.5K -1,201 -8%
EM
655
Excalibur Management
Massachusetts
$825K +$264K +4,312 +43%
ISWM
656
Independent Solutions Wealth Management
New York
$823K +$78.4K +1,280 +10%
IFG
657
Independent Financial Group
California
$820K -$317K -5,177 -27%
FWCM
658
Ferguson Wellman Capital Management
Oregon
$813K -$42.6K -696 -5%
JWBC
659
John W. Bristol & Co
New York
$812K
QWM
660
QP Wealth Management
New Jersey
$811K +$29.7K +485 +4%
NHC
661
Nicholas Hoffman & Company
Georgia
$810K +$292K +4,777 +51%
AC
662
Addison Capital
Pennsylvania
$807K +$6K +98 +0.7%
LSA
663
Lion Street Advisors
Texas
$805K +$855K +13,975 New
CCM
664
Covington Capital Management
California
$797K -$18.9K -309 -2%
FNBTCON
665
First National Bank & Trust Co of Newtown
Pennsylvania
$791K -$20.1K -329 -2%
ACP
666
Aviance Capital Partners
Florida
$788K +$4.96K +81 +0.6%
LCP
667
Legacy Capital Partners
Wisconsin
$784K -$36.7K -600 -4%
CFGS
668
Concourse Financial Group Securities
Alabama
$783K +$18.1K +295 +2%
VF
669
Virtu Financial
New York
$782K +$832K +13,585 New
MCM
670
Murphy Capital Management
New Jersey
$781K -$161K -2,623 -16%
HT
671
HighTower Trust
Texas
$778K -$35.7K -584 -4%
FTDI
672
First Trust Direct Indexing
Massachusetts
$777K -$23K -376 -3%
CT
673
Cambridge Trust
Massachusetts
$774K -$1.59K -26 -0.2%
RAM
674
Redmond Asset Management
Virginia
$774K
MSAM
675
Moloney Securities Asset Management
Missouri
$770K -$6.61K -108 -0.8%