We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1176
Calton & Associates
Florida
$249K -$83.9K -506 -26%
FI
1177
Fractal Investments
Connecticut
$248K +$237K +1,433 New
SWM
1178
Segment Wealth Management
Texas
$248K +$238K +1,437 New
DCM
1179
Deuterium Capital Management
Florida
$247K +$236K +1,427 New
PFA
1180
Pathway Financial Advisors
Vermont
$247K +$259K +1,560 New
WA
1181
WBH Advisory
Maryland
$245K
WAP
1182
Wealthcare Advisory Partners
Pennsylvania
$243K -$373K -2,250 -62%
RB
1183
Renasant Bank
Mississippi
$243K +$234K +1,411 New
HWM
1184
HFR Wealth Management
New York
$242K
BCAM
1185
Boston Common Asset Management
Massachusetts
$242K +$232K +1,400 New
ECG
1186
Edge Capital Group
Georgia
$241K -$663 -4 -0.3%
HHGA
1187
Halbert Hargrove Global Advisors
California
$241K -$331 -2 -0.1%
LCM
1188
Logan Capital Management
Pennsylvania
$241K +$1.82K +11 +0.8%
LNWTC
1189
Laird Norton Wetherby Trust Company
Washington
$239K -$74.6K -450 -24%
RPWA
1190
Regent Peak Wealth Advisors
Georgia
$238K +$6.13K +37 +3%
FOA
1191
Five Oceans Advisors
California
$238K +$228K +1,376 New
GFP
1192
Gryphon Financial Partners
Ohio
$238K +$228K +1,377 New
CFO
1193
CVA Family Office
Colorado
$237K +$73.4K +443 +48%
MIC
1194
Meridian Investment Counsel
California
$236K
CAAS
1195
Capital Asset Advisory Services
Michigan
$235K -$47.7K -288 -17%
FCM
1196
Fourpath Capital Management
Oklahoma
$235K +$225K +1,359 New
WPP
1197
Whalerock Point Partners
Rhode Island
$233K
IAMOG
1198
Investors Asset Management of Georgia
Georgia
$233K -$8.29K -50 -4%
RE
1199
RBC Europe
United Kingdom
$231K -$109K -660 -33%
BTWM
1200
Baker Tilly Wealth Management
Wisconsin
$231K +$221K +1,334 New