We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
451
Glassman Wealth Services
Virginia
$13.3K -$711 -12 -5%
HWA
452
Heritage Wealth Advisors
Virginia
$13.3K – – –
BCMLT
453
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.8K +$59 +1 +0.5%
BBHC
454
Brown Brothers Harriman & Co
New York
$9.98K -$8.89K -150 -47%
IA
455
IFP Advisors
Florida
$9.41K -$12.3K -208 -48%
BAM
456
Belpointe Asset Management
Nevada
$8.8K – – –
Fisher Asset Management
457
Fisher Asset Management
Washington
$8.53K +$8.71K +147 New
CFO
458
CVA Family Office
Colorado
$8.12K +$1.19K +20 +17%
Loomis, Sayles & Company
459
Loomis, Sayles & Company
Massachusetts
$8K +$7.7K +130 New
JWA
460
JFS Wealth Advisors
Pennsylvania
$7.31K +$296 +5 +4%
SWM
461
Sugarloaf Wealth Management
Georgia
$7.14K – – –
WTA
462
Washington Trust Advisors
Massachusetts
$7.08K +$415 +7 +6%
PTC
463
Private Trust Company
Ohio
$6.27K – – –
QC
464
Quent Capital
New York
$5.88K – – –
IGWM
465
ICA Group Wealth Management
Colorado
$5.8K – – –
AF
466
Advisornet Financial
Minnesota
$5.8K +$948 +16 +19%
DIP
467
DT Investment Partners
Pennsylvania
$5.65K – – –
SC
468
Schubert & Co
Texas
$5.4K +$830 +14 +18%
VCM
469
Versant Capital Management
Arizona
$5.04K – – –
FMP
470
Financial Management Professionals
Texas
$5K – – –
SIC
471
Salem Investment Counselors
North Carolina
$4.64K – – –
LF
472
Lee Financial
Texas
$4.41K – – –
RTL
473
Red Tortoise LLC
Georgia
$3.6K – – –
ME
474
McIlrath & Eck
Washington
$3.54K – – –
SWA
475
Sutton Wealth Advisors
Florida
$3.54K – – –