We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SC
826
SummitTX Capital
Texas
$696K -$592K -1,214 -47%
CA
827
Cache Advisors
California
$682K +$117K +240 +22%
TCOV
828
Trust Company of Vermont
Vermont
$678K +$84.4K +173 +15%
PE
829
PCM Encore
Colorado
$675K +$645K +1,321 New
DC
830
DeDora Capital
California
$672K +$9.76K +20 +2%
DP
831
DDD Partners
Washington
$664K
AHL
832
Abel Hall LLC
Louisiana
$661K +$375K +769 +147%
AWE
833
Avidian Wealth Enterprises
Texas
$660K +$30.7K +63 +5%
RFA
834
Resurgent Financial Advisors
Georgia
$656K -$133K -273 -18%
ACM
835
Andina Capital Management
Utah
$656K +$9.76K +20 +2%
HH
836
HWG Holdings
Texas
$654K -$1.5M -3,068 -71%
LS
837
Livforsakringsbolaget Skandia
Sweden
$654K
DWT
838
Dorsey & Whitney Trust
South Dakota
$651K +$35.1K +72 +6%
HTC
839
Haverford Trust Company
Pennsylvania
$651K +$1.46K +3 +0.2%
AWM
840
Accurate Wealth Management
Florida
$648K +$22K +45 +4%
SRM
841
Shelter Rock Management
New York
$645K +$615K +1,261 New
UWS
842
Unique Wealth Strategies
Illinois
$644K +$615K +1,260 New
PHAM
843
Palisades Hudson Asset Management
Florida
$643K
CI
844
CX Institutional
Indiana
$637K +$12.7K +26 +2%
KF
845
Krilogy Financial
Missouri
$631K +$55.6K +114 +10%
LWAM
846
Legacy Wealth Asset Management
Minnesota
$630K +$28.3K +58 +5%
SPC
847
Spirepoint Private Client
Florida
$623K +$22K +45 +4%
PA
848
Planning Alternatives
Michigan
$621K +$593K +1,215 New
MWM
849
Meridian Wealth Management
Kentucky
$620K +$46.8K +96 +9%
Dodge & Cox
850
Dodge & Cox
California
$620K -$172K -353 -23%