We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KFA
551
Kelleher Financial Advisors
New York
$726K +$85.5K +400 +12%
IWA
552
IVC Wealth Advisors
Pennsylvania
$709K – – –
Wealthfront Advisers
553
Wealthfront Advisers
California
$699K -$88.9K -416 -11%
C1AG
554
Client 1st Advisory Group
Florida
$698K – – –
SW
555
SlateStone Wealth
Florida
$697K +$748K +3,502 New
BOM
556
Bank of Marin
California
$692K -$39.5K -185 -5%
Atria Wealth Solutions
557
Atria Wealth Solutions
New York
$680K -$44.9K -210 -6%
Kestra Advisory Services
558
Kestra Advisory Services
Texas
$675K -$867K -4,058 -54%
First Pacific Advisors
559
First Pacific Advisors
California
$673K – – –
GTAM
560
Global Trust Asset Management
Florida
$672K -$1.07K -5 -0.1%
Fulton Bank
561
Fulton Bank
Pennsylvania
$672K +$60.7K +284 +9%
SIM
562
Sentry Investment Management
Wisconsin
$669K +$237K +1,108 +49%
Brookstone Capital Management
563
Brookstone Capital Management
Illinois
$667K -$6.84K -32 -1%
VI
564
Versor Investments
New York
$667K -$436K -2,039 -38%
RCM
565
Ratan Capital Management
Florida
$665K – – –
APWM
566
Atlas Private Wealth Management
New York
$661K – – –
MYAM
567
Meiji Yasuda Asset Management
Japan
$653K -$269K -1,260 -28%
BC
568
Bowman & Company
Wisconsin
$652K +$66.5K +311 +10%
Guardian Capital (Canada)
569
Guardian Capital (Canada)
Ontario, Canada
$641K -$80.6K -377 -10%
SCA
570
Snowden Capital Advisors
New York
$635K -$22K -103 -3%
OHWP
571
Oak Harbor Wealth Partners
North Carolina
$631K +$143K +671 +27%
HCA
572
Harbor Capital Advisors
Illinois
$629K +$676K +3,164 New
IAN
573
Integrated Advisors Network
Texas
$622K -$314K -1,468 -32%
EMG
574
ETF Managers Group
New Jersey
$621K +$9.83K +46 +1%
Jefferies Financial Group
575
Jefferies Financial Group
New York
$620K -$713K -3,335 -52%