We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IA
501
IFG Advisory
Georgia
$258K +$12.9K +285 +5%
JCM
502
Jacobi Capital Management
Pennsylvania
$257K +$8.17K +180 +3%
OL
503
Optas LLC
Texas
$255K +$259K +5,707 New
TA
504
Tectonic Advisors
Texas
$250K -$20.1K -443 -7%
SFG
505
SevenBridge Financial Group
Pennsylvania
$250K +$9.85K +217 +4%
H
506
HoyleCohen
California
$249K -$4.54K -100 -2%
TWP
507
Tempus Wealth Planning
California
$248K +$21.8K +480 +9%
WSC
508
Wellington Shields & Co
New York
$244K -$72.6K -1,600 -23%
CCT
509
Chemung Canal Trust
New York
$242K -$190K -4,190 -44%
WIA
510
Wealthstreet Investment Advisors
Texas
$240K +$1.82K +40 +0.7%
GC
511
Gratus Capital
Georgia
$239K -$8.26K -182 -3%
AS
512
Altshuler Shaham
Israel
$239K
AF
513
Alerus Financial
North Dakota
$238K -$3.49M -76,956 -94%
BFO
514
Boston Family Office
Massachusetts
$237K -$76.2K -1,678 -27%
VCA
515
Verdence Capital Advisors
Maryland
$235K -$2.18K -48 -0.9%
FIM
516
Freedom Investment Management
Connecticut
$234K -$591K -13,031 -71%
QCG
517
Quadrant Capital Group
Ohio
$233K +$66.3K +1,461 +39%
CPC
518
Congress Park Capital
New York
$232K +$236K +5,200 New
9WM
519
9258 Wealth Management
Ohio
$230K -$34.5K -760 -13%
DP
520
Dearborn Partners
Illinois
$230K +$182 +4 +0.1%
LWAC
521
Laurel Wealth Advisors (California)
California
$228K +$363 +8 +0.2%
PHS
522
Pekin Hardy Strauss
Illinois
$227K +$231K +5,093 New
PFO
523
Pathstone Family Office
New Jersey
$225K +$25.5K +562 +13%
PWM
524
Perigon Wealth Management
California
$225K +$152K +3,354 +199%
CFGS
525
Concourse Financial Group Securities
Alabama
$224K -$80.4K -1,771 -26%