We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KP
1001
Keel Point
Alabama
$237K +$6.87K +105 +3%
GWMR
1002
GC Wealth Management RIA
Massachusetts
$236K -$631K -9,652 -72%
CG
1003
Curat Global
New Hampshire
$235K
TWM
1004
TCFG Wealth Management
California
$234K +$37.2K +569 +18%
MBT
1005
Montecito Bank & Trust
California
$234K
UB
1006
UMB Bank
Missouri
$233K -$90.4K -1,382 -27%
WAAG
1007
Wealth Alliance Advisory Group
Kansas
$233K -$18K -275 -7%
MHR
1008
Matthew Hamilton Rosenberg
$233K +$5.04K +77 +2%
EWA
1009
Exencial Wealth Advisors
Oklahoma
$232K -$7.65K -117 -3%
EPG
1010
Estate Planners Group
Pennsylvania
$232K +$243K +3,711 New
TFA
1011
Transamerica Financial Advisors
Florida
$232K +$31.7K +485 +15%
SIC
1012
Schwartz Investment Counsel
Michigan
$231K
DAS
1013
Dynamic Advisor Solutions
Arizona
$231K -$4.25K -65 -2%
HW
1014
HORAN Wealth
Ohio
$230K +$2.81K +43 +1%
PL
1015
Parthenon LLC
Kentucky
$229K
MWM
1016
Modera Wealth Management
New Jersey
$228K +$239K +3,654 New
TWP
1017
Tyche Wealth Partners
Texas
$228K +$65 +1 +0%
ZF
1018
Zhang Financial
Michigan
$228K +$2.42K +37 +1%
PAM
1019
Panagora Asset Management
Massachusetts
$226K -$7.59K -116 -3%
FDS
1020
Freedom Day Solutions
Texas
$225K
RSF
1021
Rik Saylor Financial
Ohio
$225K -$7.85K -120 -3%
MO
1022
McMillan Office
Michigan
$225K +$235K +3,600 New
AF
1023
Aldebaran Financial
$224K -$13.1K -200 -5%
VCM
1024
Virtue Capital Management
Tennessee
$224K +$154K +2,351 +195%
CFSG
1025
Clark Financial Services Group
Missouri
$224K -$5.17K -79 -2%