We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CP
726
Canopy Partners
Ohio
$418K +$2.43K +4 +0.6%
NI
727
NDVR Inc
Massachusetts
$411K -$22.4K -37 -6%
CBA
728
Coastal Bridge Advisors
Connecticut
$409K -$69.8K -115 -15%
WF
729
Welch & Forbes
Massachusetts
$407K – – –
WSFS
730
Wilmington Savings Fund Society
Delaware
$406K -$820K -1,351 -68%
Capstone Investment Advisors
731
Capstone Investment Advisors
New York
$406K -$107K -176 -22%
EI
732
Ellevest Inc
New York
$404K -$62.5K -103 -14%
SAM
733
Strategy Asset Managers
California
$404K -$17.6K -29 -4%
RW
734
Rockport Wealth
Ohio
$400K -$37K -61 -9%
SLG
735
Stanley-Laman Group
Pennsylvania
$399K +$373K +615 New
FSC
736
Full Sail Capital
Oklahoma
$399K -$28.5K -47 -7%
CIA
737
Caerus Investment Advisors
Texas
$399K +$372K +614 New
BCM
738
Bayesian Capital Management
New York
$398K +$372K +613 New
NW
739
Naviter Wealth
Arkansas
$396K +$54.6K +90 +17%
OWA
740
One Wealth Advisors
California
$396K -$129K -213 -26%
AF
741
Advisornet Financial
Minnesota
$394K +$1.21K +2 +0.3%
DDC
742
DF Dent & Co
Maryland
$393K – – –
FWA
743
FSM Wealth Advisors
Ohio
$392K +$3.03K +5 +0.8%
NWAG
744
Net Worth Advisory Group
Utah
$392K +$366K +604 New
TE
745
Tema ETFs
New York
$391K +$365K +602 New
KLCM
746
KG&L Capital Management
Louisiana
$390K – – –
PGWM
747
Parisi Gray Wealth Management
New Jersey
$390K – – –
CAS
748
CTC Alternative Strategies
Illinois
$390K +$364K +600 New
IFU
749
iSAM Funds (UK)
United Kingdom
$388K +$55.2K +91 +18%
Koshinski Asset Management
750
Koshinski Asset Management
Illinois
$387K +$66.1K +109 +22%