We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1076
Schulhoff & Co
Ohio
$607K – – –
QWP
1077
Quotient Wealth Partners
Texas
$606K +$169K +466 +32%
AC
1078
AlphaCore Capital
California
$604K +$101K +277 +17%
AU
1079
AlphaGrep UK
$603K -$154K -424 -18%
MWM
1080
Meridian Wealth Management
Kentucky
$602K +$18.9K +52 +3%
CA
1081
Claro Advisors
Massachusetts
$601K +$379K +1,044 +119%
VA
1082
Veratis Advisors
North Carolina
$600K +$697K +1,917 New
CAG
1083
Crestwood Advisors Group
Massachusetts
$599K +$34.5K +95 +5%
UB
1084
Umpqua Bank
Oregon
$597K -$8.36K -23 -1%
UFF
1085
USA Financial Formulas
Michigan
$594K +$45.1K +124 +7%
OWA
1086
Octavia Wealth Advisors
Ohio
$592K -$48K -132 -7%
SBFM
1087
S-Bank Fund Management
Finland
$592K +$687K +1,891 New
MW
1088
MBL Wealth
North Carolina
$592K -$37.1K -102 -5%
RC
1089
Reik & Co
New York
$592K – – –
WPW
1090
Warther Private Wealth
Ohio
$591K +$685K +1,886 New
BW
1091
BIP Wealth
Georgia
$590K +$28K +77 +4%
First Manhattan
1092
First Manhattan
New York
$587K -$213K -585 -24%
IIC
1093
Ironwood Investment Counsel
Arizona
$587K -$34.5K -95 -5%
AG
1094
Ascent Group
Virginia
$586K -$150K -413 -18%
WWC
1095
Waypoint Wealth Counsel
Georgia
$585K -$241K -662 -26%
KA
1096
Kintegral Advisory
New York
$585K – – –
MA
1097
Mutual Advisors
Nebraska
$585K -$33.1K -91 -5%
WFC
1098
Western Financial Corp
California
$584K +$86.5K +238 +15%
HT
1099
Headlands Technologies
Illinois
$584K +$678K +1,866 New
LFA
1100
Laraway Financial Advisors
Minnesota
$582K – – –