We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
I
401
InceptionR
California
$499K +$475K +9,367 New
HWAM
402
Hennion & Walsh Asset Management
New Jersey
$493K +$469K +9,257 New
DFCM
403
Dark Forest Capital Management
Puerto Rico
$481K +$458K +9,040 New
PCP
404
Proficio Capital Partners
Massachusetts
$477K +$454K +8,953 New
Acadian Asset Management
405
Acadian Asset Management
Massachusetts
$475K +$175K +3,455 +63%
UCFA
406
United Capital Financial Advisors
Texas
$473K +$33.3K +657 +8%
AWM
407
Apollon Wealth Management
South Carolina
$472K +$449K +8,867 New
CW
408
CreativeOne Wealth
Kansas
$470K +$71.2K +1,405 +19%
VWA
409
Visionary Wealth Advisors
Illinois
$462K -$210K -4,151 -32%
VFG
410
Victory Financial Group
Texas
$462K +$439K +8,667 New
KHCM
411
Kirtland Hills Capital Management
Ohio
$461K +$115K +2,273 +36%
TL
412
Tradewinds LLC
North Carolina
$459K -$23.5K -464 -9%
LCM
413
Laurion Capital Management
New York
$458K +$436K +8,607 New
P
414
PensionDanmark
Denmark
$455K – – –
BRWA
415
B. Riley Wealth Advisors
Florida
$453K +$426K +8,405 New
TWM
416
Tradition Wealth Management
Minnesota
$452K +$31.9K +629 +8%
QWM
417
QP Wealth Management
New Jersey
$450K +$428K +8,454 New
SPWM
418
Straight Path Wealth Management
Michigan
$448K +$426K +8,410 New
ZCP
419
Z3 Capital Partners
Virginia
$441K +$419K +8,275 New
WANY
420
Wealthspire Advisors (New York)
New York
$441K +$34.8K +687 +9%
CAM
421
Concorde Asset Management
Michigan
$437K +$9.63K +190 +2%
AWP
422
Ascent Wealth Partners
New York
$436K +$35K +691 +9%
UM
423
UniSuper Management
Australia
$436K +$415K +8,180 New
KeyBank National Association
424
KeyBank National Association
Ohio
$432K +$411K +8,104 New
ATPW
425
Ashton Thomas Private Wealth
Arizona
$430K +$409K +8,074 New