We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SAI
601
Savvy Advisors Inc
New York
$238K +$14.7K +44 +5%
WPC
602
Wedmont Private Capital
Pennsylvania
$236K +$29.1K +87 +10%
TPWA
603
Twin Peaks Wealth Advisors
California
$234K +$1.34K +4 +0.4%
BFIM
604
Beese Fulmer Investment Management
Ohio
$232K +$317K +947 New
TWM
605
Tanager Wealth Management
United Kingdom
$231K +$1.67K +5 +0.5%
HAG
606
HighPoint Advisor Group
Illinois
$231K -$499K -1,491 -61%
NYLIM
607
New York Life Investment Management
New York
$230K +$40.5K +121 +15%
CFG
608
Citizens Financial Group
Rhode Island
$230K +$314K +938 New
LWAM
609
Legacy Wealth Asset Management
Minnesota
$227K +$13K +39 +4%
Kovitz Investment Group Partners
610
Kovitz Investment Group Partners
Illinois
$227K +$309K +925 New
CIA
611
Concurrent Investment Advisors
Florida
$223K +$7.36K +22 +2%
OAM
612
Ostrum Asset Management
France
$222K +$143K +428 +89%
AFGAS
613
Allegiance Financial Group Advisory Services
Virginia
$222K +$303K +905 New
ProShare Advisors
614
ProShare Advisors
Maryland
$221K +$15.4K +46 +5%
MWM
615
Moran Wealth Management
Florida
$219K -$23.4K -70 -7%
CGH
616
Crossmark Global Holdings
Texas
$217K +$14.4K +43 +5%
BAM
617
Belpointe Asset Management
Nevada
$217K -$534K -1,596 -64%
N
618
Numerai
California
$217K +$296K +885 New
FMI
619
Frec Markets Inc
California
$215K +$294K +879 New
ERSOT
620
Employees Retirement System of Texas
Texas
$213K
AWP
621
Ascent Wealth Partners
New York
$211K +$42.8K +128 +17%
HCC
622
Hirtle Callaghan & Co
Pennsylvania
$205K
PE
623
PCM Encore
Colorado
$204K +$334 +1 +0.1%
MOS
624
MGO One Seven
Ohio
$203K +$66.6K +199 +32%
FFN
625
Focus Financial Network
Minnesota
$202K +$277K +827 New