We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Smartleaf Asset Management
Massachusetts
$201K +$70.1K +2,208 +55%
WIA
227
World Investment Advisors
California
$201K +$201K +6,341 New
IAIM
228
International Assets Investment Management
Florida
$194K -$113K -3,550 -37%
HI
229
Harbour Investments
Wisconsin
$179K +$539 +17 +0.3%
BGAI
230
Bruce G. Allen Investments
Colorado
$166K -$18.3K -576 -10%
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$154K +$20.1K +634 +15%
MHR
232
Matthew Hamilton Rosenberg
$142K +$6.44K +203 +5%
LC
233
Lindbrook Capital
California
$129K +$1.78K +56 +1%
OC
234
Oarsman Capital
Wisconsin
$126K +$126K +3,975 New
CH
235
Cromwell Holdings
Wyoming
$121K +$3.01K +95 +3%
EWA
236
EverSource Wealth Advisors
Alabama
$114K -$54.7K -1,725 -32%
TFA
237
Transamerica Financial Advisors
Florida
$111K +$110K +3,469 New
GRP
238
Global Retirement Partners
California
$109K +$29.4K +927 +37%
Jones Financial Companies
239
Jones Financial Companies
Missouri
$107K +$58.7K +1,849 +126%
PK
240
Pflug Koory
Nebraska
$99.7K +$99.7K +3,141 New
FDCDDQ
241
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91.5K
SFCL
242
Strengthening Families & Communities LLC
Massachusetts
$91.5K
HCP
243
Hexagon Capital Partners
Arkansas
$90.2K -$3.24K -102 -3%
WTC
244
WhitTier Trust Company
Nevada
$85.9K +$539 +17 +0.6%
CFG
245
CKW Financial Group
Hawaii
$83K
BNP Paribas Financial Markets
246
BNP Paribas Financial Markets
France
$79.6K +$36.5K +1,150 +85%
GI
247
GAMMA Investing
California
$75.6K +$17.9K +564 +31%
GBT
248
Grove Bank & Trust
Florida
$69.4K +$2.73K +86 +4%
W
249
WealthCollab
Washington
$65K +$12.3K +387 +23%
AF
250
Allworth Financial
California
$57.7K +$698 +22 +1%