We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
876
Ceeto Capital Group
Florida
$876K +$929K +3,200 New
AWM
877
Avior Wealth Management
Nebraska
$866K +$7.26K +25 +0.8%
RCA
878
Roberts Capital Advisors
Colorado
$865K – – –
GSEP
879
Golden State Equity Partners
California
$861K +$160K +550 +21%
DCM
880
Davis Capital Management
Florida
$859K -$59.8K -206 -6%
JWBC
881
J.W. Burns & Co
New York
$856K -$373K -1,284 -29%
N
882
Natixis
France
$848K -$915K -3,151 -50%
SSB
883
Sandy Spring Bank
Maryland
$847K -$198K -683 -18%
GFS
884
GYL Financial Synergies
Connecticut
$840K -$13.4K -46 -1%
CFO
885
Callan Family Office
Pennsylvania
$836K +$152K +525 +21%
Capstone Investment Advisors
886
Capstone Investment Advisors
New York
$831K +$143K +493 +19%
KWM
887
Kingsview Wealth Management
Oregon
$825K +$75.2K +259 +9%
PMSA
888
Patrick M. Sweeney & Associates
Illinois
$821K +$290 +1 +0%
JF
889
Jump Financial
Illinois
$821K -$384K -1,324 -31%
CIA
890
Cladis Investment Advisory
Montana
$821K – – –
NW
891
NewEdge Wealth
Pennsylvania
$816K +$80.1K +276 +10%
KJHP
892
K.J. Harrison & Partners
Ontario, Canada
$812K – – –
SHFA
893
SS&H Financial Advisors
Michigan
$807K +$58.1K +200 +7%
CFAM
894
Center For Asset Management
Florida
$806K +$20.6K +71 +2%
BCV
895
Banque Cantonale Vaudoise
Switzerland
$805K -$940K -3,236 -52%
PWA
896
Prairie Wealth Advisors
Nebraska
$801K – – –
MCCA
897
Mill Creek Capital Advisors
Pennsylvania
$801K -$6.39K -22 -0.7%
SFG
898
Shum Financial Group
California
$799K +$842K +2,901 New
SCA
899
St. Clair Advisors
Ohio
$796K – – –
SLI
900
Sumitomo Life Insurance
Japan
$794K +$34.8K +120 +4%