We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
951
OneAscent Wealth Management
Alabama
$611K +$753K +2,775 New
AWM
952
Aries Wealth Management
Maine
$609K +$55.6K +205 +8%
KA
953
Kintegral Advisory
New York
$607K
BCA
954
Berman Capital Advisors
Georgia
$599K -$31.8K -117 -4%
GT
955
Greenleaf Trust
Michigan
$597K +$13.8K +51 +2%
FRM
956
Fox Run Management
Connecticut
$597K +$739K +2,722 New
WA
957
WP Advisors
California
$596K +$1.9K +7 +0.3%
BCA
958
Bay Colony Advisors
Massachusetts
$596K +$467K +1,719 +172%
CW
959
CreativeOne Wealth
Kansas
$594K +$236K +869 +53%
BOTW
960
Bank of the West
California
$592K -$36.9K -136 -5%
ACM
961
Azimuth Capital Management
Michigan
$591K
FCA
962
FLC Capital Advisors
California
$589K -$814 -3 -0.1%
EWM
963
Edge Wealth Management
New York
$589K +$174K +642 +31%
PP
964
Palladium Partners
Virginia
$588K -$29.9K -110 -4%
GJIC
965
Gamble Jones Investment Counsel
California
$587K
SIA
966
SkyView Investment Advisors
New Jersey
$586K +$299K +1,100 +70%
CI
967
Conning Inc
Connecticut
$584K -$46.1K -170 -6%
SFI
968
Siemens Fonds Invest
Germany
$584K +$722K +2,662 New
KA
969
Kozak & Associates
Colorado
$582K +$626K +2,306 New
RG
970
Retirement Group
California
$579K +$716K +2,640 New
HAG
971
HighPoint Advisor Group
Illinois
$576K -$697K -2,568 -49%
BEI
972
Benjamin Edwards Inc
Missouri
$576K +$83.6K +308 +13%
DA
973
Detalus Advisors
Missouri
$573K +$231K +850 +48%
JG
974
Jefferies Group
New York
$570K -$2.47M -9,108 -78%
S
975
swisspartners
Liechtenstein
$570K