We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FT
726
Fiduciary Trust
Massachusetts
$209K +$193K +10,938 New
FFN
727
Focus Financial Network
Minnesota
$207K -$16.7K -947 -8%
LAM
728
L2 Asset Management
Massachusetts
$207K +$10.8K +611 +6%
CCA
729
Childress Capital Advisors
Texas
$206K +$190K +10,805 New
VW
730
Vance Wealth
California
$204K +$10.1K +575 +6%
BRWA
731
B. Riley Wealth Advisors
Florida
$204K +$3.47K +197 +2%
BCP
732
Berkeley Capital Partners
Georgia
$203K -$846 -48 -0.4%
LWM
733
LeConte Wealth Management
Tennessee
$203K +$187K +10,602 New
BAAM
734
Baker Avenue Asset Management
California
$202K +$186K +10,573 New
WAS
735
Wealth Advisory Solutions
Indiana
$202K – – –
RSWA
736
Robinson Smith Wealth Advisors
Maine
$201K – – –
NWA
737
New World Advisors
Massachusetts
$200K +$2.31K +131 +1%
TW
738
Towerpoint Wealth
California
$199K +$184K +10,436 New
BWAM
739
Boyd Watterson Asset Management
Ohio
$199K -$3.14K -178 -2%
EI
740
Ellevest Inc
New York
$199K -$62K -3,517 -25%
FCM
741
Fieldview Capital Management
Michigan
$199K -$308K -17,495 -63%
CFP
742
Catalyst Financial Partners
Massachusetts
$198K +$183K +10,385 New
FFA
743
Fragasso Financial Advisors
Pennsylvania
$198K +$183K +10,384 New
BFA
744
Beaumont Financial Advisors
Massachusetts
$198K +$987 +56 +0.5%
DCM
745
Davis Capital Management
Florida
$198K -$1.15K -65 -0.6%
VCP
746
Verus Capital Partners
Arizona
$197K -$35.9K -2,036 -17%
PCA
747
Pallas Capital Advisors
Massachusetts
$196K +$181K +10,247 New
SCM
748
Shelton Capital Management
Colorado
$195K – – –
MA
749
Montag & Associates
Georgia
$194K – – –
FCM
750
Family Capital Management
Michigan
$194K +$179K +10,149 New