We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
801
J.W. Coons Advisors
Ohio
$532K +$3.24K +42 +0.6%
BHPW
802
Beverly Hills Private Wealth
California
$525K -$13.6K -176 -3%
APW
803
Austin Private Wealth
Texas
$524K +$30.9K +400 +7%
AMBIA
804
Allen Mooney & Barnes Investment Advisors
Georgia
$515K -$10.8M -140,552 -96%
QI
805
Qtron Investments
Massachusetts
$513K
LS
806
Livforsakringsbolaget Skandia
Sweden
$511K
KCM
807
Kathmere Capital Management
Pennsylvania
$509K +$229K +2,965 +88%
PA
808
Profund Advisors
Maryland
$507K -$123K -1,598 -20%
DWM
809
Diversify Wealth Management
Utah
$504K -$16.2K -210 -3%
DMBA
810
Deseret Mutual Benefit Administrators
Utah
$503K
HBT
811
Heartland Bank & Trust
Illinois
$501K -$15.1K -196 -3%
DS
812
DRW Securities
Illinois
$500K -$3.3M -42,768 -87%
QIM
813
Quantitative Investment Management
Virginia
$500K +$480K +6,224 New
KWM
814
Kingsview Wealth Management
Oregon
$499K +$39.3K +509 +9%
CAG
815
Crestwood Advisors Group
Massachusetts
$499K +$38.8K +503 +9%
LSA
816
Leonteq Securities AG
Switzerland
$497K +$149K +1,933 +45%
SM
817
Sweeney & Michel
California
$496K +$3.47K +45 +0.7%
GWM
818
GDS Wealth Management
Texas
$496K +$107K +1,382 +29%
PPWP
819
Premier Path Wealth Partners
New Jersey
$496K -$59.4K -770 -11%
ONST
820
Old North State Trust
North Carolina
$494K +$22.3K +289 +5%
RCA
821
Resonant Capital Advisors
Wisconsin
$494K +$52.3K +678 +12%
NG
822
Novem Group
New York
$491K -$9.8K -127 -2%
IP
823
Ignite Planners
California
$491K +$10.5K +136 +2%
PG
824
Patten Group
Tennessee
$491K -$5.79K -75 -1%
CWP
825
Cyndeo Wealth Partners
Florida
$489K -$67.3K -872 -13%