We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1026
Evercore Wealth Management
New York
$212K – – –
BWP
1027
BSW Wealth Partners
Colorado
$211K -$6.53K -83 -3%
EW
1028
Evoke Wealth
California
$210K -$24.6K -312 -11%
GS
1029
GTS Securities
Florida
$210K -$26K -331 -11%
TIA
1030
Tiemann Investment Advisors
California
$210K -$27.5K -350 -12%
LJAC
1031
L.J. Altfest & Co
New York
$209K -$18.1K -230 -8%
GW
1032
Griffith & Werner
Georgia
$209K +$213K +2,705 New
IA
1033
Integrity Alliance
Iowa
$208K +$199K +2,531 New
AG
1034
AmeriFlex Group
Nevada
$206K +$100K +1,271 +103%
JSW
1035
Journey Strategic Wealth
New Jersey
$206K -$36.3K -461 -16%
HCA
1036
Harbour Capital Advisors
Virginia
$206K +$196K +2,485 New
HIM
1037
Hanlon Investment Management
New Jersey
$205K +$196K +2,490 New
AIA
1038
AIMZ Investment Advisors
California
$205K – – –
NW
1039
NewEdge Wealth
Pennsylvania
$205K +$205K +2,603 New
CFG
1040
Cooper Financial Group
California
$205K +$195K +2,484 New
JFGLC
1041
Johnson Financial Group LLC (Colorado)
Colorado
$204K +$195K +2,480 New
NERM
1042
New England Research & Management
Illinois
$204K +$195K +2,475 New
CBT
1043
CoreFirst Bank & Trust
Kansas
$202K – – –
GEA
1044
Glen Eagle Advisors
New Jersey
$192K +$4.09K +52 +2%
CFO
1045
CVA Family Office
Colorado
$188K -$2.68K -34 -1%
CA
1046
Clearstead Advisors
Ohio
$183K -$14K -178 -7%
AT
1047
Arlington Trust
Alabama
$182K – – –
IBOK
1048
Independence Bank of Kentucky
Kentucky
$181K -$4.72K -60 -3%
SS
1049
Sunbelt Securities
Texas
$179K +$4.64K +59 +3%
RFS
1050
Richardson Financial Services
Massachusetts
$176K -$3.94K -50 -2%