We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
926
Stratos Investment Management
Ohio
$313K -$1.82K -23 -0.6%
ZBNA
927
Zions Bancorporation, National Association
Utah
$311K +$30.2K +381 +11%
JRPIM
928
Journey Retirement Planning & Investment Management
Idaho
$311K +$311K +3,933 New
AWM
929
Avior Wealth Management
Nebraska
$311K -$47.2K -596 -11%
BHWM
930
Bar Harbor Wealth Management
New Hampshire
$309K
AWE
931
Avidian Wealth Enterprises
Texas
$306K -$6.89K -87 -2%
SCM
932
Stevens Capital Management
Pennsylvania
$302K +$303K +3,832 New
LCWP
933
Legacy Capital Wealth Partners
Arkansas
$301K -$34.7K -439 -10%
WI
934
Westbourne Investments
Virginia
$300K -$633K -7,999 -68%
BC
935
Bridgefront Capital
Texas
$299K +$299K +3,782 New
CIA
936
Choate Investment Advisors
Massachusetts
$298K -$67.3K -850 -18%
FIA
937
Foundations Investment Advisors
Arizona
$297K +$16.5K +208 +6%
TWP
938
Tempus Wealth Planning
California
$296K +$2.69K +34 +0.9%
TCM
939
Triumph Capital Management
Colorado
$293K +$11.2K +142 +4%
EM
940
Excalibur Management
Massachusetts
$293K
IAS
941
Insigneo Advisory Services
Florida
$291K -$29.8K -376 -9%
CSIC
942
Clifford Swan Investment Counsel
California
$291K -$10.1K -128 -3%
IGAM
943
iA Global Asset Management
Quebec, Canada
$290K
MA
944
MCF Advisors
Kentucky
$290K +$11.5K +145 +4%
CBA
945
Coastal Bridge Advisors
Connecticut
$290K -$6.41K -81 -2%
WAL
946
W Advisors LLC
Tennessee
$289K -$554 -7 -0.2%
AA
947
AlphaCentric Advisors
Puerto Rico
$289K +$289K +3,656 New
FTC
948
Farmers Trust Company
Ohio
$289K
MPM
949
Meritage Portfolio Management
Kansas
$288K
TCA
950
Transcend Capital Advisors
New Jersey
$286K -$95.7K -1,209 -25%