We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1076
Cyndeo Wealth Partners
Florida
$627K +$50 +2 +0%
AI
1077
Atom Investors
Texas
$624K +$665K +26,613 New
SAM
1078
Smartleaf Asset Management
Massachusetts
$622K +$63.7K +2,549 +11%
NFG
1079
Nations Financial Group
Iowa
$621K +$23.8K +952 +4%
KA
1080
KLCM Advisors
Wisconsin
$621K -$181K -7,237 -21%
DP
1081
Denver PWM
Colorado
$620K +$582K +23,324 +752%
MJP
1082
Michael J. Puzo
$617K -$40.3K -1,613 -6%
CI
1083
Conning Inc
Connecticut
$616K -$9.02K -361 -1%
IAS
1084
Insigneo Advisory Services
Florida
$616K -$245K -9,804 -27%
OIA
1085
Optimum Investment Advisors
Illinois
$615K -$49.9K -2,000 -7%
TSW
1086
Thompson Siegel & Walmsley
Virginia
$612K +$317K +12,711 +95%
4WM
1087
44 Wealth Management
Oregon
$610K +$693K +27,758 New
LA
1088
LBP AM
France
$610K -$4.19M -167,594 -87%
BIM
1089
Bridges Investment Management
Nebraska
$610K +$5.39K +216 +0.8%
QCG
1090
Quadrant Capital Group
Ohio
$609K -$169K -6,752 -21%
RWB
1091
RMR Wealth Builders
New Jersey
$608K -$13.5K -542 -2%
TPI
1092
Trust Point Inc
Wisconsin
$606K -$28.1K -1,125 -4%
WT
1093
Washington Trust
Rhode Island
$605K -$132K -5,296 -17%
PA
1094
Procyon Advisors
Connecticut
$605K -$918K -36,750 -59%
PTC
1095
Private Trust Company
Ohio
$604K -$245K -9,826 -28%
WWA
1096
WCG Wealth Advisors
Nevada
$603K +$56.4K +2,258 +10%
LI
1097
LRI Investments
Florida
$603K +$190K +7,595 +46%
IAN
1098
Integrated Advisors Network
Texas
$599K -$91.3K -3,655 -13%
PWPS
1099
Pinnacle Wealth Planning Services
Ohio
$598K -$106K -4,233 -14%
GSB
1100
Greenfield Savings Bank
Massachusetts
$598K -$16.6K -664 -3%