We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
151
Tempus Wealth Planning
California
$474K +$21.5K +2,576 +5%
WA
152
WealthTrust Axiom
Pennsylvania
$471K -$4.14K -495 -0.9%
CPBTD
153
Central Pacific Bank - Trust Division
Hawaii
$469K
AGC
154
Aspen Grove Capital
Colorado
$450K +$34.1K +4,080 +8%
PA
155
Profund Advisors
Maryland
$445K +$13.1K +1,563 +3%
CG
156
Caprock Group
Idaho
$441K +$80.1K +9,582 +22%
MOS
157
MGO One Seven
Ohio
$430K -$69.9K -8,366 -14%
LNWWM
158
Laird Norton Wetherby Wealth Management
California
$428K -$4.72K -565 -1%
RJT
159
Raymond James Trust
Florida
$425K +$31K +3,704 +8%
VT
160
Vise Technologies
New York
$423K +$138K +16,557 +48%
NW
161
NewEdge Wealth
Pennsylvania
$422K -$8.63K -1,033 -2%
WA
162
Wealth Alliance
New York
$419K -$2.15K -257 -0.5%
Jones Financial Companies
163
Jones Financial Companies
Missouri
$418K +$361K +43,213 +582%
PAG
164
Private Advisor Group
New Jersey
$410K -$155K -18,543 -27%
BFEC
165
Benjamin F. Edwards & Company
Missouri
$408K +$58.7K +7,026 +17%
BTWM
166
Baker Tilly Wealth Management
Wisconsin
$407K -$105K -12,550 -20%
RhumbLine Advisers
167
RhumbLine Advisers
Massachusetts
$404K +$68.2K +8,160 +20%
AWS
168
Atria Wealth Solutions
New York
$399K -$78.7K -9,420 -16%
WI
169
Wintrust Investments
Illinois
$398K +$92 +11 +0%
KAS
170
Kestra Advisory Services
Texas
$388K +$28.1K +3,364 +7%
CCMINC
171
Cardinal Capital Management Inc (North Carolina)
North Carolina
$382K +$9.53K +1,140 +3%
VAS
172
Vestmark Advisory Solutions
Massachusetts
$379K -$13.2K -1,581 -3%
PS
173
Principal Securities
Iowa
$377K +$102K +12,235 +37%
S
174
SimplyRich
California
$375K +$10.9K +1,301 +3%
PWG
175
Portside Wealth Group
Utah
$372K +$9.88K +1,182 +3%