We are live on ! Find out more
FLEX icon

Flex
FLEX

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
601
NorthRock Partners
Minnesota
$814K -$728 -6 -0.1%
SI
602
Sora Investors
Pennsylvania
$810K -$27.7M -228,197 -98%
BAM
603
Brave Asset Management
New Jersey
$810K – – –
KCM
604
Kathmere Capital Management
Pennsylvania
$810K +$191K +1,572 +46%
FIA
605
FNY Investment Advisers
New York
$810K +$606K +5,000 New
CM
606
CastleKnight Management
New York
$794K -$4.11M -33,900 -87%
VWM
607
Venturi Wealth Management
Texas
$793K -$200K -1,650 -25%
SWP
608
Sagespring Wealth Partners
Tennessee
$783K +$39.5K +326 +7%
ONB
609
Old National Bancorp
Indiana
$781K +$11.9K +98 +2%
BAM
610
Blueshift Asset Management
New Jersey
$776K +$581K +4,787 New
FDP
611
Financiere des Professionnels
Quebec, Canada
$774K -$361K -2,977 -38%
ZCP
612
Z3 Capital Partners
Virginia
$770K – – –
SIC
613
Samalin Investment Counsel
New York
$765K -$876K -7,227 -60%
CAL
614
Capital Advisors Ltd
Ohio
$761K – – –
BTI
615
Blue Trust Inc
Georgia
$750K -$95.3K -786 -15%
SFG
616
SageGuard Financial Group
Tennessee
$750K – – –
SIM
617
Stratos Investment Management
Ohio
$750K +$9.22K +76 +2%
NWAG
618
Net Worth Advisory Group
Utah
$746K -$38.3K -316 -6%
SI
619
Severin Investments
Missouri
$742K +$555K +4,575 New
AWM
620
Arista Wealth Management
Nevada
$736K +$551K +4,541 New
PWM
621
Perigon Wealth Management
California
$735K +$550K +4,537 New
GCM
622
Greenland Capital Management
New York
$733K +$549K +4,524 New
WF
623
Welch & Forbes
Massachusetts
$731K – – –
AFP
624
Ausdal Financial Partners
Iowa
$731K +$547K +4,508 New
PA
625
Parallel Advisors
California
$730K +$42.1K +347 +8%
23 24
25
26 27