We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
901
B. Riley Wealth Advisors
Florida
$237K +$14.4K +160 +6%
KP
902
Keel Point
Alabama
$237K +$234K +2,602 New
RPWA
903
Regent Peak Wealth Advisors
Georgia
$237K +$234K +2,602 New
ACH
904
ArrowMark Colorado Holdings
Colorado
$237K – – –
GIM
905
Groesbeck Investment Management
New Jersey
$236K – – –
IIA
906
IPG Investment Advisors
California
$236K +$233K +2,590 New
CPW
907
Crestmont Private Wealth
Texas
$234K – – –
MWPCG
908
Measured Wealth Private Client Group
New Hampshire
$234K -$73.8K -821 -24%
LWM
909
Liberty Wealth Management
California
$234K +$539 +6 +0.2%
LSA
910
Leonteq Securities AG
Switzerland
$233K -$43.9K -489 -16%
WHCI
911
W.H. Cornerstone Investments
Massachusetts
$231K -$22.5K -250 -9%
MEG
912
Millstone Evans Group
Colorado
$229K – – –
Cohen & Steers
913
Cohen & Steers
New York
$228K – – –
TLP
914
Trinity Legacy Partners
Texas
$227K +$203K +2,256 New
RDWM
915
Red Door Wealth Management
Tennessee
$225K +$222K +2,474 New
PAMG
916
Patton Albertson Miller Group
Tennessee
$223K +$9.7K +108 +5%
AAS
917
Ameritas Advisory Services
Nebraska
$223K +$220K +2,446 New
GWMR
918
GC Wealth Management RIA
Massachusetts
$222K -$124K -1,376 -36%
OWP
919
ORG Wealth Partners
Texas
$222K +$54.4K +605 +33%
AWM
920
Angeles Wealth Management
California
$222K -$3.23K -36 -1%
MKA
921
M. Kulyk & Associates
Georgia
$218K -$6.29K -70 -3%
CWM
922
Calamos Wealth Management
Illinois
$218K +$215K +2,391 New
FIA
923
FPC Investment Advisory
California
$216K -$48.5K -540 -20%
TWM
924
Thrive Wealth Management
Pennsylvania
$216K -$2.25K -25 -1%
CC
925
Courier Capital
New York
$215K +$270 +3 +0.1%