We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FMLI
601
Fukoku Mutual Life Insurance
Japan
$292K – – –
AO
602
Advisor OS
Illinois
$288K -$23.5K -436 -8%
KFS
603
Kaizen Financial Strategies
California
$285K +$264K +4,900 New
GCP
604
GSA Capital Partners
United Kingdom
$285K +$288K +5,334 New
EWM
605
Executive Wealth Management
Michigan
$284K – – –
Focus Partners Wealth
606
Focus Partners Wealth
Massachusetts
$284K +$647 +12 +0.2%
SFM
607
Signet Financial Management
New Jersey
$282K -$2.05K -38 -0.7%
HW
608
Hancock Whitney
Mississippi
$281K -$647 -12 -0.2%
WA
609
Waverly Advisors
Alabama
$281K +$34.3K +636 +14%
CCA
610
Checchi Capital Advisers
California
$281K +$25.3K +470 +10%
MFS
611
Mirabella Financial Services
United Kingdom
$281K -$585K -10,848 -67%
LA
612
LVW Advisors
New York
$281K +$21.2K +394 +8%
SWM
613
Segment Wealth Management
Texas
$279K -$4.53K -84 -2%
FPAS
614
Focus Partners Advisor Solutions
Missouri
$278K -$81.4K -1,510 -22%
HPC
615
HM Payson & Co
Maine
$278K +$30K +556 +12%
HH
616
Hilltop Holdings
Texas
$275K +$58.1K +1,078 +26%
ACM
617
AlphaStar Capital Management
North Carolina
$275K +$47.8K +886 +21%
PCA
618
Pallas Capital Advisors
Massachusetts
$275K +$267K +4,958 New
S
619
SignatureFD
Georgia
$272K -$16.3K -302 -6%
KFP
620
KMG Fiduciary Partners
Ohio
$269K – – –
LIM
621
Lathrop Investment Management
Arkansas
$268K – – –
CWP
622
Concord Wealth Partners
Virginia
$268K -$75.8K -1,406 -22%
AWAP
623
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$267K +$269K +4,998 New
CC
624
Chicago Capital
Illinois
$266K – – –
SMA
625
Sage Mountain Advisors
Georgia
$265K +$21.3K +396 +9%