We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SAI
601
Savvy Advisors Inc
New York
$239K -$15.7K -748 -6%
PPW
602
Parcion Private Wealth
Washington
$239K +$21.2K +1,013 +9%
FMI
603
Frec Markets Inc
California
$239K +$250K +11,930 New
DDPIC
604
Deroy & Devereaux Private Investment Counsel
Michigan
$237K – – –
SL
605
Sentinus LLC
Illinois
$237K +$15.3K +732 +7%
BAM
606
Belpointe Asset Management
Nevada
$235K +$14K +666 +6%
FCA
607
Fortis Capital Advisors
Kansas
$235K +$14K +666 +6%
VFA
608
Valeo Financial Advisors
Indiana
$235K -$428K -20,408 -64%
PW
609
Paladin Wealth
Minnesota
$234K +$36.8K +1,757 +18%
IAA
610
Independent Advisor Alliance
North Carolina
$232K +$32.5K +1,550 +15%
AC
611
AlphaCore Capital
California
$232K -$94.3K -4,501 -28%
LK
612
Lumbard & Kellner
New Hampshire
$231K – – –
GI
613
GAMCO Investors
Connecticut
$230K +$817 +39 +0.3%
Lido Advisors
614
Lido Advisors
California
$230K +$240K +11,466 New
AAM
615
Advisors Asset Management
Colorado
$226K +$236K +11,264 New
SC
616
Syon Capital
California
$224K +$235K +11,194 New
MYIA
617
Mount Yale Investment Advisors
Colorado
$224K +$234K +11,164 New
CF
618
Centaurus Financial
California
$223K -$21.4K -1,021 -8%
WS
619
Wedbush Securities
California
$223K +$566 +27 +0.2%
TAM
620
Trust Asset Management
Texas
$220K – – –
ZIM
621
Zacks Investment Management
Illinois
$220K -$379K -18,076 -62%
CCWM
622
Cassaday & Co Wealth Management
Virginia
$218K -$1.97K -94 -0.9%
CFG
623
Citizens Financial Group
Rhode Island
$215K -$50.7K -2,420 -18%
TCWA
624
Turtle Creek Wealth Advisors
Texas
$212K +$222K +10,593 New
HTC
625
Haverford Trust Company
Pennsylvania
$212K – – –