We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CI
526
CX Institutional
Indiana
$607K +$11.5K +24 +2%
SAM
527
Sompo Asset Management
Japan
$603K -$24K -50 -4%
AFC
528
AFT Forsyth & Company
Florida
$601K -$12K -25 -2%
Lido Advisors
529
Lido Advisors
California
$596K +$42.8K +89 +8%
HAG
530
HighPoint Advisor Group
Illinois
$593K -$20.2K -42 -3%
DFCM
531
Dark Forest Capital Management
Puerto Rico
$581K +$551K +1,146 New
BTWM
532
Baker Tilly Wealth Management
Wisconsin
$580K +$21.6K +45 +4%
TCA
533
Transcend Capital Advisors
New Jersey
$578K
TP
534
Tranquility Partners
Tennessee
$577K -$12K -25 -2%
FHA
535
First Horizon Advisors
Tennessee
$573K -$8.65K -18 -2%
WI
536
WrapManager Inc
California
$569K -$97.6K -203 -15%
GC
537
Globeflex Capital
California
$565K
ETC
538
Exchange Traded Concepts
Oklahoma
$564K -$354K -736 -40%
KMWM
539
Keudell/Morrison Wealth Management
Oregon
$564K
DADC
540
D.A. Davidson & Co
Montana
$561K +$21.6K +45 +4%
DAS
541
Diversify Advisory Services
Utah
$561K -$46.2K -96 -8%
HKIMG
542
Hutchens & Kramer Investment Management Group
Indiana
$560K -$36.1K -75 -6%
RA
543
RFG Advisory
Alabama
$548K -$11.5K -24 -2%
LCM
544
Liberty Capital Management
Michigan
$547K
MCM
545
Monument Capital Management
Virginia
$534K -$481 -1 -0.1%
Walleye Capital
546
Walleye Capital
New York
$533K -$173K -359 -25%
GI
547
GAMMA Investing
California
$533K +$187K +390 +59%
HI
548
Horizon Investments
North Carolina
$529K -$92.3K -192 -16%
EWA
549
EP Wealth Advisors
California
$528K +$500K +1,041 New
UWS
550
Unique Wealth Strategies
Illinois
$523K +$38K +79 +8%