We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IR
751
Invictus RG
Bermuda
$401K +$417K +7,924 New
CWM
752
Confluence Wealth Management
Oregon
$398K -$12K -228 -3%
TAM
753
Tiverton Asset Management
Delaware
$398K +$414K +7,865 New
MCA
754
Morris Capital Advisors
Pennsylvania
$396K -$685 -13 -0.2%
MC
755
Menta Capital
California
$394K +$411K +7,800 New
AA
756
Apriem Advisors
California
$390K -$76.4K -1,450 -16%
ZB
757
Zions Bancorporation
Utah
$389K +$4.9K +93 +1%
BCI
758
Brinker Capital Investments
Pennsylvania
$386K +$44.1K +838 +12%
TYCC
759
Texas Yale Capital Corp
Florida
$383K – – –
DAS
760
Dynamic Advisor Solutions
Arizona
$380K +$2.63K +50 +0.7%
WB
761
Webster Bank
Connecticut
$375K -$49.7K -944 -11%
KCM
762
Kendall Capital Management
Maryland
$366K +$381K +7,235 New
BAM
763
Belpointe Asset Management
Nevada
$363K +$79.2K +1,503 +26%
BCM
764
Bluefin Capital Management
New York
$361K +$376K +7,145 New
CCA
765
Checchi Capital Advisers
California
$358K +$20.9K +397 +6%
YWP
766
YorkBridge Wealth Partners
New York
$356K +$47.9K +909 +13%
SIM
767
SSI Investment Management
California
$355K -$35.1K -666 -9%
MHS
768
M Holdings Securities
Oregon
$355K +$26.8K +509 +8%
BC
769
Banced Corp
Illinois
$354K -$7.64K -145 -2%
AAM
770
American Asset Management
Florida
$345K – – –
PWLP
771
Prio Wealth Limited Partnership
Massachusetts
$340K +$15.8K +300 +5%
Los Angeles Capital Management
772
Los Angeles Capital Management
California
$339K -$12.8M -243,061 -97%
RA
773
RFG Advisory
Alabama
$339K -$14.9K -283 -4%
CB
774
CNB Bank
Pennsylvania
$338K +$353K +6,695 New
SF
775
Synovus Financial
Georgia
$337K -$70K -1,329 -17%