We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1676
Capital Planning Advisors
California
$598K -$20.2K -454 -3%
QWP
1677
Quotient Wealth Partners
Texas
$597K +$120K +2,687 +25%
HNB
1678
Hilltop National Bank
Wyoming
$597K +$602K +13,508 New
BAM
1679
Belpointe Asset Management
Nevada
$596K +$20K +448 +3%
WCA
1680
Waypoint Capital Advisors
Minnesota
$594K +$3.61K +81 +0.6%
BCG
1681
Breakwater Capital Group
New Jersey
$593K +$12K +270 +2%
CP
1682
CenterBook Partners
Connecticut
$593K -$634K -14,218 -51%
RPWA
1683
Regent Peak Wealth Advisors
Georgia
$591K -$11.1K -249 -2%
CIA
1684
Citadel Investment Advisory
Ohio
$591K
TSW
1685
Thompson Siegel & Walmsley
Virginia
$590K
Fuller & Thaler Asset Management
1686
Fuller & Thaler Asset Management
California
$590K
AC
1687
Allstate Corporation
Illinois
$589K -$29.9K -670 -5%
VCP
1688
Verus Capital Partners
Arizona
$588K -$22.3K -501 -4%
CIA
1689
Cladis Investment Advisory
Montana
$588K -$55.5K -1,245 -9%
IF
1690
IRON Financial
Illinois
$587K -$5.48K -123 -0.9%
WIA
1691
Westbourne Investment Advisors
Maryland
$587K -$8.91K -200 -1%
GAA
1692
Guardian Asset Advisors
Pennsylvania
$586K
UBV
1693
United Bank (Virginia)
Virginia
$585K -$105K -2,350 -15%
HCMT
1694
Highland Capital Management (Tennessee)
Tennessee
$584K -$493K -11,069 -46%
HC
1695
Hourglass Capital
Texas
$584K
GCA
1696
Gradient Capital Advisors
California
$583K -$93.8K -2,106 -14%
OWM
1697
Opes Wealth Management
California
$583K -$2.45K -55 -0.4%
CI
1698
Cordant Inc
Oregon
$580K -$55.3K -1,242 -9%
AF
1699
Apexium Financial
Texas
$578K -$797K -17,884 -58%
LPT
1700
Legacy Private Trust
Wisconsin
$576K -$1.38K -31 -0.2%