We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
701
Sound View Wealth Advisors Group
Georgia
$269K +$257K +1,707 New
GVAG
702
Great Valley Advisor Group
Delaware
$269K -$17.8K -118 -6%
KCM
703
KRS Capital Management
Michigan
$268K -$7.53K -50 -3%
IC
704
Iconiq Capital
California
$267K +$255K +1,693 New
LNWWM
705
Laird Norton Wetherby Wealth Management
California
$263K +$252K +1,671 New
CWS
706
Cypress Wealth Services
California
$263K +$61.7K +410 +33%
IAA
707
Independent Advisor Alliance
North Carolina
$262K -$20.6K -137 -8%
MWP
708
Meriwether Wealth & Planning
Louisiana
$262K -$137K -908 -35%
GS
709
GTS Securities
Florida
$262K +$250K +1,661 New
GIA
710
Gladstone Institutional Advisory
Florida
$261K +$14.8K +98 +6%
HP
711
Haven Private
Florida
$259K -$65.5K -435 -21%
CP
712
Cumberland Partners
Ontario, Canada
$258K -$11.6K -77 -4%
IA
713
IFP Advisors
Florida
$257K +$155K +1,027 +170%
DM
714
Deerfield Management
New York
$256K +$244K +1,623 New
CFFP
715
Center for Financial Planning
Michigan
$255K -$2.11K -14 -0.9%
NWAG
716
Net Worth Advisory Group
Utah
$253K +$8.13K +54 +3%
WS
717
Wedbush Securities
California
$253K +$23.5K +156 +11%
CCIA
718
Campbell & Co Investment Adviser
Maryland
$252K -$290K -1,926 -55%
GLF
719
Groupe la Francaise
France
$251K
Group One Trading
720
Group One Trading
Illinois
$250K +$171K +1,135 +251%
PCM
721
Prelude Capital Management
New York
$249K +$57.2K +380 +32%
FTWA
722
Fifth Third Wealth Advisors
Ohio
$247K -$75.4K -501 -24%
1832 Asset Management
723
1832 Asset Management
Ontario, Canada
$247K -$124K -826 -35%
PTC
724
Petrus Trust Company
Texas
$246K -$227K -1,510 -49%
WWC
725
Waypoint Wealth Counsel
Georgia
$246K +$235K +1,558 New