We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HT
1051
Headlands Technologies
Illinois
$527K +$559K +1,982 New
FRA
1052
Frank Rimerman Advisors
California
$526K +$7.9K +28 +1%
FH
1053
FWG Holdings
Florida
$524K -$178K -632 -24%
CFSG
1054
Clark Financial Services Group
Missouri
$524K
CFG
1055
Certior Financial Group
Pennsylvania
$523K
AIM
1056
Aigen Investment Management
New York
$522K +$554K +1,962 New
RA
1057
RFG Advisory
Alabama
$522K -$612K -2,167 -52%
SIC
1058
Salem Investment Counselors
North Carolina
$520K
MMPW
1059
Mitchell McLeod Pugh & Williams
Alabama
$516K
DWM
1060
Diversify Wealth Management
Utah
$513K +$565K +2,001 New
KC
1061
Knuff & Co
California
$513K +$433K +1,535 +389%
SWM
1062
Segment Wealth Management
Texas
$512K -$31.6K -112 -5%
BEAM
1063
Baker Ellis Asset Management
Washington
$511K -$113K -400 -17%
SP
1064
Stonebrook Private
Michigan
$510K +$15K +53 +3%
PWAM
1065
Private Wealth Asset Management
Iowa
$509K -$282 -1 -0.1%
CIA
1066
Cape Investment Advisory
Georgia
$503K -$21.2K -75 -4%
MWM
1067
Modera Wealth Management
New Jersey
$502K -$5.64K -20 -1%
AIC
1068
Argus Investors Counsel
New York
$501K -$58.1K -206 -10%
SCM
1069
Sterling Capital Management
North Carolina
$499K -$292K -1,036 -36%
KA
1070
Klingman & Associates
New York
$497K +$4.52K +16 +0.9%
BPCE
1071
Bank Pictet & Cie (Europe)
Germany
$497K -$154K -544 -23%
AGWCA
1072
Annis Gardner Whiting Capital Advisors
Florida
$496K +$105K +371 +25%
TPI
1073
Trust Point Inc
Wisconsin
$495K +$40.9K +145 +8%
TCWA
1074
Turtle Creek Wealth Advisors
Texas
$494K +$234K +828 +81%
DBG
1075
De Burlo Group
Massachusetts
$492K