We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
601
Fifth Third Wealth Advisors
Ohio
$467K +$167K +635 +61%
SSWM
602
Sheets Smith Wealth Management
North Carolina
$467K -$8.94K -34 -2%
AWM
603
Accurate Wealth Management
Florida
$465K +$72.6K +276 +20%
PAM
604
Peak Asset Management
Colorado
$462K – – –
VA
605
VestGen Advisors
Illinois
$459K +$4.47K +17 +1%
OF
606
Optimize Financial
California
$459K -$1.31K -5 -0.3%
SCS
607
Sound Capital Solutions
Florida
$459K +$431K +1,638 New
MK
608
MASTERINVEST Kapitalanlage
$456K +$428K +1,630 New
EWA
609
EP Wealth Advisors
California
$456K -$12.6K -48 -3%
VI
610
Vestcor Inc
New Brunswick, Canada
$454K – – –
KPWS
611
Kestra Private Wealth Services
Texas
$451K -$83.6K -318 -16%
MG
612
Marex Group
$448K +$105K +399 +33%
SWP
613
Stratos Wealth Partners
Ohio
$446K +$7.62K +29 +2%
WPC
614
White Pine Capital
Minnesota
$442K +$38.4K +146 +10%
WB
615
Webster Bank
Connecticut
$441K -$73.6K -280 -15%
GWCM
616
Godshalk Welsh Capital Management
Pennsylvania
$440K – – –
AWA
617
Arkadios Wealth Advisors
Georgia
$439K -$21.6K -82 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
618
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$438K +$83.3K +317 +25%
AAM
619
Azzad Asset Management
Virginia
$438K -$159K -604 -28%
DWM
620
Ducere Wealth Management
California
$436K -$44.2K -168 -10%
IWC
621
Integrated Wealth Concepts
Massachusetts
$435K -$195K -741 -32%
KF
622
Krilogy Financial
Missouri
$435K -$10.3K -39 -2%
JWCA
623
J.W. Cole Advisors
Florida
$434K +$408K +1,551 New
HKIMG
624
Hutchens & Kramer Investment Management Group
Indiana
$433K – – –
HI
625
Harbour Investments
Wisconsin
$433K +$3.42K +13 +0.8%