We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
701
Merit Financial Group
Georgia
$312K +$91.1K +4,486 +38%
MSA
702
Marino Stram & Associates
Massachusetts
$311K +$1.16K +57 +0.4%
NG
703
Northstar Group
New York
$311K -$2.38K -117 -0.8%
TSWM
704
Tyler-Stone Wealth Management
Ohio
$309K -$8.12K -400 -3%
SW
705
SVB Wealth
Massachusetts
$301K +$19.3K +952 +7%
AAS
706
Avantax Advisory Services
Texas
$298K -$91.1K -4,487 -24%
CT
707
Chicago Trust
Illinois
$297K +$7.92K +390 +3%
PWP
708
Principle Wealth Partners
Connecticut
$294K +$87.2K +4,297 +46%
RWP
709
Revolve Wealth Partners
New Jersey
$293K +$3.53K +174 +1%
KAM
710
Knightsbridge Asset Management
California
$293K
DILIC
711
Dai-ichi Life Insurance Company
Japan
$291K
CFS
712
Coordinated Financial Services
Colorado
$291K +$275K +13,544 New
ARG
713
Advisory Resource Group
Oklahoma
$287K +$271K +13,371 New
PA
714
Prossimo Advisors
California
$284K -$9.28K -457 -3%
HAS
715
Horizon Advisory Services
New York
$282K +$267K +13,156 New
QI
716
Qtron Investments
Massachusetts
$279K +$264K +13,017 New
AWM
717
Apollon Wealth Management
South Carolina
$278K +$8.59K +423 +3%
BTWM
718
Baker Tilly Wealth Management
Wisconsin
$276K +$261K +12,843 New
KMWM
719
Keudell/Morrison Wealth Management
Oregon
$275K +$45.2K +2,225 +21%
UB
720
Umpqua Bank
Oregon
$275K +$260K +12,794 New
BAM
721
Belpointe Asset Management
Nevada
$273K +$12K +590 +5%
SMA
722
Sage Mountain Advisors
Georgia
$272K +$38K +1,873 +17%
OC
723
Oarsman Capital
Wisconsin
$272K -$3.33K -164 -1%
AL
724
Aspiriant LLC
California
$270K +$255K +12,574 New
CCA
725
Childress Capital Advisors
Texas
$267K -$36.1K -1,779 -13%