We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BHPW
651
Beverly Hills Private Wealth
California
$394K -$29K -1,279 -6%
AWS
652
Atria Wealth Solutions
New York
$390K +$214K +9,432 +107%
HWM
653
HB Wealth Management
Georgia
$386K +$121K +5,343 +42%
BPA
654
Beacon Pointe Advisors
California
$383K -$93.9K -4,141 -19%
LI
655
LRI Investments
Florida
$382K -$30.6K -1,351 -7%
STA
656
Summit Trail Advisors
New York
$377K +$151K +6,646 +60%
ET
657
Equitable Trust
Tennessee
$374K -$177K -7,811 -31%
ESB
658
Essex Savings Bank
Connecticut
$372K +$15.1K +665 +4%
IFS
659
Ifrah Financial Services
Arkansas
$367K -$6.89K -304 -2%
IAS
660
Insigneo Advisory Services
Florida
$365K -$83.1K -3,664 -18%
BIA
661
Beacon Investment Advisors
Maryland
$361K -$12K -528 -3%
ALAM
662
Asahi Life Asset Management
Japan
$359K +$97.3K +4,290 +34%
BFIM
663
Beese Fulmer Investment Management
Ohio
$359K
JWS
664
Juncture Wealth Strategies
Arizona
$357K +$143K +6,302 +61%
LS
665
Livforsakringsbolaget Skandia
Sweden
$355K
CIA
666
Concurrent Investment Advisors
Florida
$355K -$837K -36,909 -69%
CANC
667
Culbertson A N & Co
Virginia
$352K +$4.54K +200 +1%
EWS
668
Evergreen Wealth Solutions
Pennsylvania
$349K -$9.34K -412 -2%
GS
669
GTS Securities
Florida
$348K -$729K -32,146 -66%
SC
670
Schulhoff & Co
Ohio
$347K -$726 -32 -0.2%
SC
671
Savant Capital
Illinois
$347K +$18.1K +798 +5%
MA
672
Montag & Associates
Georgia
$346K -$61.6K -2,718 -14%
NWWA
673
New Wave Wealth Advisors
Arkansas
$346K -$249 -11 -0.1%
CCA
674
Childress Capital Advisors
Texas
$344K +$37.2K +1,642 +11%
BSTWA
675
Blake Schutter Theil Wealth Advisors
Ohio
$343K +$975 +43 +0.3%