We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
401
Kolinsky Wealth Management
New Jersey
$274K +$2.94K +44 +1%
FRM
402
Fox Run Management
Connecticut
$273K +$271K +4,057 New
AWS
403
Atria Wealth Solutions
New York
$272K -$9.14K -137 -3%
SI
404
Stephens Inc
Arkansas
$269K -$1.2K -18 -0.4%
GAM
405
GEM Asset Management
Michigan
$267K +$265K +3,974 New
NC
406
NovaPoint Capital
Georgia
$262K – – –
EVM
407
Evelyn V. Moreno
$258K -$90K -1,349 -26%
WSTAM
408
Wilbanks Smith & Thomas Asset Management
Virginia
$256K +$254K +3,812 New
OL
409
Optas LLC
Texas
$251K +$1.53K +23 +0.6%
ACM
410
Acrisure Capital Management
Texas
$251K +$249K +3,730 New
IA
411
IFP Advisors
Florida
$250K -$7.2K -108 -3%
MA
412
Modus Advisors
Minnesota
$250K -$5.34K -80 -2%
ST
413
Somerset Trust
Pennsylvania
$245K – – –
AssetMark Inc
414
AssetMark Inc
California
$245K +$78.1K +1,171 +47%
SBIA
415
Sheaff Brock Investment Advisors
Indiana
$244K – – –
RAG
416
RIA Advisory Group
Iowa
$239K +$237K +3,549 New
EWM
417
Evercore Wealth Management
New York
$237K – – –
SHFA
418
SS&H Financial Advisors
Michigan
$234K -$70K -1,050 -23%
SIC
419
Schwartz Investment Counsel
Michigan
$230K – – –
FL
420
Fort LP
Maryland
$227K -$74.4K -1,115 -25%
EHWM
421
Eads & Heald Wealth Management
Georgia
$227K – – –
EI
422
Ellevest Inc
New York
$227K +$41.4K +620 +23%
Sumitomo Mitsui Trust Group
423
Sumitomo Mitsui Trust Group
Japan
$226K – – –
VWM
424
Valley Wealth Managers
New Jersey
$225K +$3.47K +52 +2%
S
425
SignatureFD
Georgia
$225K -$17.3K -260 -7%