We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CP
1201
Canopy Partners
Ohio
$754K +$113K +413 +21%
GIA
1202
Guyasuta Investment Advisors
Pennsylvania
$753K
AC
1203
Avestar Capital
New York
$752K -$377K -1,380 -37%
LSA
1204
Lion Street Advisors
Texas
$752K
EA
1205
Everpar Advisors
Oklahoma
$750K -$150K -548 -19%
SMH
1206
Sanders Morris Harris
Texas
$750K +$656K +2,400 New
BP
1207
BBR Partners
New York
$750K +$347K +1,270 +112%
FAIM
1208
Financial Advocates Investment Management
Washington
$749K -$28.7K -105 -4%
LFA
1209
Legacy Financial Advisors
Kentucky
$746K +$26.2K +96 +4%
CFMC
1210
Curbstone Financial Management Corp
New Hampshire
$746K
PK
1211
Pflug Koory
Nebraska
$744K -$58.8K -215 -8%
TWM
1212
Tradition Wealth Management
Minnesota
$744K -$5.74K -21 -0.9%
AFG
1213
Atomi Financial Group
New York
$741K +$100K +366 +18%
SC
1214
SouthState Corp
Florida
$739K -$54.4K -199 -8%
HNWAG
1215
High Net Worth Advisory Group
Florida
$739K +$82K +300 +15%
P
1216
&Partners
Tennessee
$738K +$336K +1,229 +109%
MFGM
1217
Marshall Financial Group (Maryland)
Maryland
$735K -$86.7K -317 -12%
TTWM
1218
TCV Trust & Wealth Management
Virginia
$735K +$13.7K +50 +2%
MA
1219
MONECO Advisors
Connecticut
$733K +$17.2K +63 +3%
TC
1220
TownSquare Capital
Utah
$732K +$179K +655 +39%
BCG
1221
Breakwater Capital Group
New Jersey
$732K +$23.8K +87 +4%
PCG
1222
PFC Capital Group
California
$722K +$394K +1,440 +166%
MCA
1223
MSH Capital Advisors
Arizona
$722K -$161K -590 -20%
PI
1224
PGGM Investments
Netherlands
$721K -$298K -1,091 -32%
CPIA
1225
Cornell Pochily Investment Advisors
New York
$719K -$56K -205 -8%