We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
876
Spire Wealth Management
Virginia
$602K +$829K +2,153 New
1WA
877
180 Wealth Advisors
Washington
$601K -$172K -446 -24%
PCA
878
Pallas Capital Advisors
Massachusetts
$594K +$583K +1,513 New
BWP
879
Baldwin Wealth Partners
Massachusetts
$593K
FPCG
880
Fort Pitt Capital Group
Pennsylvania
$591K +$594K +1,542 New
TW
881
Transform Wealth
Colorado
$588K -$132K -343 -18%
SFA
882
Sequoia Financial Advisors
Ohio
$587K +$47.4K +123 +9%
GFP
883
Gryphon Financial Partners
Ohio
$583K +$6.55K +17 +1%
O
884
Ossiam
France
$582K +$379K +985 +184%
CWM
885
Concentric Wealth Management
California
$575K -$77K -200 -12%
FIM
886
Freedom Investment Management
Connecticut
$574K -$106K -274 -15%
GWM
887
Geneos Wealth Management
Colorado
$574K +$770 +2 +0.1%
SC
888
Savant Capital
Illinois
$574K +$15.4K +40 +3%
TC
889
Truvestments Capital
Florida
$574K +$87K +226 +18%
ST
890
Smithfield Trust
Pennsylvania
$564K
ST
891
Spinnaker Trust
Maine
$558K -$28.9K -75 -5%
VA
892
Valmark Advisers
Ohio
$558K +$27.3K +71 +5%
ZB
893
Zions Bancorporation
Utah
$555K +$97.8K +254 +21%
GIA
894
Gateway Investment Advisers
Ohio
$552K +$8.86K +23 +2%
Fisher Asset Management
895
Fisher Asset Management
Washington
$548K -$228K -592 -29%
NFG
896
Next Financial Group
Texas
$546K -$36.2K -94 -6%
TW
897
TrinityPoint Wealth
Connecticut
$545K -$7.7K -20 -1%
HG
898
Harbor Group
New Hampshire
$541K -$100K -260 -16%
KFP
899
KMG Fiduciary Partners
Ohio
$540K +$3.85K +10 +0.7%
AIP
900
Almanack Investment Partners
Pennsylvania
$540K +$94.7K +246 +21%