We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
701
Belpointe Asset Management
Nevada
$304K -$185K -2,561 -50%
SIS
702
Sound Income Strategies
Florida
$304K -$13.9M -192,741 -98%
FWM
703
Forefront Wealth Management
Pennsylvania
$303K +$289K +4,000 New
CFA
704
CWS Financial Advisors
Michigan
$303K +$289K +3,999 New
Teacher Retirement System of Texas
705
Teacher Retirement System of Texas
Texas
$303K -$11.4M -158,042 -98%
MIC
706
Maxi Investments CY
Cyprus
$303K +$289K +4,000 New
NHT
707
New Hampshire Trust
New Hampshire
$300K -$12.6K -174 -4%
ERIC
708
Eagle Rock Investment Company
Georgia
$299K
TBT
709
Texas Bank & Trust
Texas
$297K +$283K +3,914 New
KFA
710
Krane Funds Advisors
New York
$297K -$14.9K -207 -5%
FPWM
711
FSB Premier Wealth Management
Iowa
$295K +$281K +3,890 New
A
712
Argentarii
Ohio
$292K +$278K +3,848 New
LEA
713
Legacy Edge Advisors
New York
$291K +$24.8K +344 +10%
AFW
714
Avantra Family Wealth
Pennsylvania
$290K +$276K +3,823 New
CAM
715
Cidel Asset Management
Ontario, Canada
$287K
OKSA
716
O'Keefe Stevens Advisory
New York
$287K +$274K +3,790 New
PA
717
Pinnacle Associates
New York
$287K +$273K +3,783 New
GL
718
Graypoint LLC
New York
$285K +$271K +3,757 New
SSW
719
Smith Shellnut Wilson
Mississippi
$284K
NA
720
Navellier & Associates
Nevada
$283K +$269K +3,726 New
JSW
721
Journey Strategic Wealth
New Jersey
$282K +$269K +3,720 New
RFS
722
Richardson Financial Services
Massachusetts
$281K -$29.8K -413 -10%
GWM
723
Gibbs Wealth Management
Georgia
$280K -$2.67K -37 -1%
PIA
724
Pinion Investment Advisors
Kansas
$278K +$265K +3,672 New
CP
725
Camelot Portfolios
Ohio
$278K -$35.7K -495 -12%