We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ANTB
601
AMG National Trust Bank
Colorado
$312K +$9.38K +201 +3%
MWM
602
Meridian Wealth Management
Kentucky
$310K +$933 +20 +0.3%
OC
603
Oarsman Capital
Wisconsin
$309K +$5.5K +118 +2%
FPAS
604
Focus Partners Advisor Solutions
Missouri
$308K -$6.81K -146 -2%
FOA
605
Five Oceans Advisors
California
$307K
NFC
606
Northstar Financial Companies
Pennsylvania
$306K -$7.46K -160 -3%
CC
607
Cultivar Capital
Texas
$305K
SIA
608
SkyView Investment Advisors
New Jersey
$302K +$287K +6,157 New
STA
609
Summit Trail Advisors
New York
$302K -$213K -4,575 -43%
LAI
610
Legal Advantage Investments
California
$302K
CTC
611
Central Trust Company
Missouri
$299K +$1.54K +33 +0.5%
SWM
612
Seed Wealth Management
Illinois
$298K
SFC
613
SYM Financial Corp
Indiana
$296K -$793 -17 -0.3%
EFS
614
Essex Financial Services
Connecticut
$296K +$42.4K +909 +18%
SFS
615
Sowell Financial Services
Arkansas
$294K -$21.7K -465 -7%
CI
616
Corient IA
Florida
$293K -$188K -4,030 -40%
CNBT
617
Canandaigua National Bank & Trust
New York
$292K -$6.11K -131 -2%
AW
618
Alchemi Wealth
Connecticut
$291K +$277K +5,943 New
CSP
619
Cary Street Partners
Virginia
$290K +$2.47K +53 +0.9%
BBHC
620
Brown Brothers Harriman & Co
New York
$290K +$64.5K +1,382 +31%
UBS AM
621
UBS AM
Illinois
$290K +$275K +5,904 New
RS
622
R Squared
Hong Kong
$286K +$272K +5,825 New
CCM
623
CFO Capital Management
Connecticut
$285K +$271K +5,816 New
KA
624
Kovack Advisors
Florida
$285K +$271K +5,810 New
LMFP
625
Larry Mathis Financial Planning
Arizona
$284K +$270K +5,798 New