We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
1501
Forvis Mazars Wealth Advisors
Missouri
$681K -$36.7K -103 -5%
SMH
1502
Sanders Morris Harris
Texas
$680K +$35.6K +100 +6%
PTP
1503
Platform Technology Partners
New York
$679K +$65.8K +185 +11%
RRA
1504
Red Reef Advisors
Florida
$677K -$35.6K -100 -5%
AFG
1505
Allegheny Financial Group
Pennsylvania
$677K +$8.54K +24 +1%
CL
1506
CSS LLC
Illinois
$676K +$673K +1,890 New
MCM
1507
Manchester Capital Management
Vermont
$675K -$50.2K -141 -7%
LIA
1508
LBMC Investment Advisors
Tennessee
$674K -$9.61K -27 -1%
PCFFS
1509
Pacific Center for Financial Services
California
$673K +$3.56K +10 +0.5%
RFW
1510
Rainier Family Wealth
Washington
$672K -$136K -381 -17%
TIAA Trust, National Association
1511
TIAA Trust, National Association
North Carolina
$671K -$25.4M -71,481 -97%
AW
1512
Alteri Wealth
California
$668K +$27.4K +77 +4%
VWA
1513
Visionary Wealth Advisors
Illinois
$668K +$22.4K +63 +3%
SAM
1514
Smithbridge Asset Management
Pennsylvania
$667K -$724K -2,034 -52%
TCBWMS
1515
Texas Capital Bank Wealth Management Services
Texas
$667K +$65.1K +183 +11%
CC
1516
Courier Capital
New York
$664K +$1.78K +5 +0.3%
LCM
1517
LVM Capital Management
Michigan
$662K +$77.6K +218 +13%
PFA
1518
Pure Financial Advisors
California
$661K +$116K +327 +22%
UW
1519
Unique Wealth
Florida
$659K -$949K -2,667 -59%
PWC
1520
Pathfinder Wealth Consulting
North Carolina
$659K -$1.42K -4 -0.2%
WAM
1521
Wakefield Asset Management
Colorado
$658K
SCG
1522
Sonata Capital Group
Washington
$656K
FSA
1523
Fort Sheridan Advisors
Illinois
$655K -$100K -282 -13%
EWM
1524
Evermay Wealth Management
Virginia
$655K -$35.2K -99 -5%
CI
1525
Conning Inc
Connecticut
$654K -$105K -295 -14%