We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
851
Concord Wealth Partners
Virginia
$1.04M +$66.7K +850 +7%
RIL
852
Rothschild Investment LLC
Illinois
$1.03M -$43.2K -550 -4%
CIA
853
Concurrent Investment Advisors
Florida
$1.02M +$208K +2,650 +25%
PPWM
854
Paragon Private Wealth Management
Kentucky
$1.01M +$134K +1,710 +15%
VI
855
Versor Investments
New York
$1.01M +$1.02M +13,010 New
UB
856
UMB Bank
Missouri
$1.01M -$73K -930 -7%
A
857
AlphaQuest
New York
$1M +$289K +3,680 +40%
TIA
858
Trust Investment Advisors
Indiana
$997K -$196K -2,500 -16%
VF
859
Virtu Financial
New York
$994K +$1.01M +12,840 New
LSAG
860
Lake Street Advisors Group
New Hampshire
$987K +$33.7K +430 +3%
MCM
861
MAI Capital Management
Ohio
$987K -$2.14M -27,230 -68%
PSB
862
Passumpsic Savings Bank
Vermont
$981K +$62.8K +800 +7%
CA
863
Clearstead Advisors
Ohio
$970K +$41.6K +530 +4%
DSC
864
Duncker Streett & Co
Missouri
$969K -$7.06K -90 -0.7%
Jones Financial Companies
865
Jones Financial Companies
Missouri
$965K +$431K +5,490 +80%
EWM
866
Empirical Wealth Management
Washington
$965K -$160K -2,040 -14%
HCS
867
Himension Capital (Singapore)
Singapore
$960K +$973K +12,400 New
CRI
868
Commonwealth Retirement Investments
Virginia
$957K -$62.8K -800 -6%
CIP
869
Convergence Investment Partners
Florida
$952K +$767K +9,770 +388%
RCA
870
Roberts Capital Advisors
Colorado
$951K
KNW
871
Kesler Norman & Wride
Utah
$947K +$373K +4,760 +64%
ARMT
872
Amica Retiree Medical Trust
Rhode Island
$947K +$960K +12,230 New
OQS
873
Occudo Quantitative Strategies
Florida
$946K +$959K +12,220 New
PWLP
874
Prio Wealth Limited Partnership
Massachusetts
$945K +$4.71K +60 +0.5%
DA
875
Denali Advisors
California
$945K +$957K +12,200 New