We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
876
OneAscent Wealth Management
Alabama
$271K -$13.7K -279 -6%
EFG
877
Everhart Financial Group
Ohio
$270K +$233K +4,725 New
WB
878
WesBanco Bank
West Virginia
$270K +$232K +4,719 New
AW
879
Atlas Wealth
Ohio
$270K – – –
I
880
InceptionR
California
$269K -$85K -1,726 -27%
JWM
881
Janiczek Wealth Management
Colorado
$268K +$34.4K +699 +18%
HPC
882
HM Payson & Co
Maine
$266K – – –
MA
883
MONECO Advisors
Connecticut
$265K -$837 -17 -0.4%
CAG
884
Csenge Advisory Group
Florida
$263K +$9.41K +191 +4%
TPW
885
Transatlantique Private Wealth
New York
$263K -$16.5K -336 -7%
TWP
886
Tyche Wealth Partners
Texas
$262K +$226K +4,590 New
EARNEST Partners
887
EARNEST Partners
Georgia
$261K -$246 -5 -0.1%
PFPT
888
Pinnacle Financial Partners (Tennessee)
Tennessee
$260K +$224K +4,553 New
PA
889
PFG Advisors
Arizona
$259K -$1.48K -30 -0.7%
HFM
890
Harvest Fund Management
China
$259K +$223K +4,536 New
CFS
891
Coordinated Financial Services
Colorado
$259K +$223K +4,528 New
ACA
892
Aptus Capital Advisors
Alabama
$258K +$223K +4,521 New
MS
893
Maven Securities
Jersey
$258K +$223K +4,519 New
VAM
894
Verity Asset Management
North Carolina
$258K -$176K -3,578 -44%
CSPIA
895
Cary Street Partners Investment Advisory
Virginia
$257K +$222K +4,499 New
GKWIM
896
Gerber Kawasaki Wealth & Investment Management
California
$256K -$20.7K -420 -9%
BIG
897
Brooklyn Investment Group
New York
$255K -$10.2K -208 -4%
FNBT
898
FineMark National Bank & Trust
Florida
$255K +$220K +4,464 New
ACG
899
Allen Capital Group
Nebraska
$255K – – –
LC
900
Lindbrook Capital
California
$253K +$12.8K +259 +6%