We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
626
Proficio Capital Partners
Massachusetts
$253K +$239K +10,963 New
MYIA
627
Mount Yale Investment Advisors
Colorado
$252K -$4.58K -210 -2%
VanEck Associates
628
VanEck Associates
New York
$252K +$30.6K +1,405 +15%
S
629
SignatureFD
Georgia
$251K +$74.5K +3,419 +46%
HTC
630
Haverford Trust Company
Pennsylvania
$249K +$5.64K +259 +2%
PWG
631
Portside Wealth Group
Utah
$249K +$235K +10,802 New
PAS
632
PKS Advisory Services
New York
$249K +$8.76K +402 +4%
Vontobel Holding
633
Vontobel Holding
Switzerland
$249K -$297K -13,649 -56%
SL
634
Summitry LLC
California
$247K +$234K +10,732 New
SWP
635
Sagespring Wealth Partners
Tennessee
$245K +$2.75K +126 +1%
CCWM
636
Cassaday & Co Wealth Management
Virginia
$245K -$5.03K -231 -2%
HIP
637
HUB Investment Partners
Texas
$244K +$231K +10,603 New
EP
638
Essential Partners
California
$244K +$11K +504 +5%
TCWA
639
Turtle Creek Wealth Advisors
Texas
$244K -$610 -28 -0.3%
TAM
640
Trust Asset Management
Texas
$243K -$9.56K -439 -4%
AF
641
Allworth Financial
California
$241K -$43.6K -2,001 -16%
PEA
642
Park Edge Advisors
Ohio
$239K
AGM
643
Alpine Global Management
New York
$239K +$226K +10,389 New
FFP
644
FourThought Financial Partners
Florida
$239K
AI
645
Atria Investments
North Carolina
$239K -$75.7K -3,474 -25%
PWMAG
646
Pinnacle Wealth Management Advisory Group
New Jersey
$238K +$225K +10,319 New
QI
647
Qtron Investments
Massachusetts
$238K +$225K +10,308 New
SWM
648
Silverlake Wealth Management
Vermont
$237K
TF
649
Tudor Financial
Ohio
$236K +$697 +32 +0.3%
SOW
650
State of Wyoming
Wyoming
$236K +$2.44K +112 +1%