We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BPC
601
Banque Pictet & Cie
Switzerland
$891K +$558K +8,000 +199%
RCM
602
Raleigh Capital Management
North Carolina
$887K -$61.8K -887 -7%
MA
603
Montag & Associates
Georgia
$885K
WAP
604
Wealthcare Advisory Partners
Pennsylvania
$875K +$19.5K +280 +2%
PWG
605
Portside Wealth Group
Utah
$873K +$29.7K +426 +4%
MYIA
606
Mount Yale Investment Advisors
Colorado
$870K -$4.25K -61 -0.5%
PCA
607
Peddock Capital Advisors
Massachusetts
$865K +$5.23K +75 +0.6%
AWM
608
Accurate Wealth Management
Florida
$855K +$36.8K +528 +5%
WDC
609
Woodward Diversified Capital
California
$855K +$88.9K +1,276 +12%
BCV
610
Banque Cantonale Vaudoise
Switzerland
$852K -$1.57M -22,579 -66%
CBB
611
Citizens Business Bank
California
$851K +$801K +11,486 New
SFA
612
Sequoia Financial Advisors
Ohio
$848K -$123K -1,765 -13%
SPC
613
Spirepoint Private Client
Florida
$841K +$791K +11,344 New
HWP
614
Highline Wealth Partners
California
$840K
NL
615
Navalign LLC
California
$836K +$23.3K +334 +3%
CC
616
Cipher Capital
New York
$831K -$5.04M -72,354 -87%
PT
617
Plimoth Trust
Massachusetts
$827K -$8.36K -120 -1%
BFEC
618
Benjamin F. Edwards & Company
Missouri
$821K -$2.58K -37 -0.3%
PK
619
Pflug Koory
Nebraska
$819K -$976 -14 -0.1%
DEA
620
DoubleLine ETF Adviser
Florida
$819K +$43.8K +629 +6%
CAAS
621
Capital Asset Advisory Services
Michigan
$806K -$132K -1,893 -15%
IFWM
622
Institute for Wealth Management
Colorado
$799K +$152K +2,174 +25%
GIA
623
Gateway Investment Advisers
Ohio
$793K +$509K +7,299 +214%
MPPW
624
Mitchell & Pahl Private Wealth
Oklahoma
$788K -$47.3K -679 -6%
WIC
625
Woodmont Investment Counsel
Tennessee
$788K -$2.65K -38 -0.4%