We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
276
Carnegie Investment Counsel
Ohio
$314K
FW
277
FirstPurpose Wealth
Utah
$312K +$934 +26 +0.3%
Walleye Trading
278
Walleye Trading
New York
$311K +$305K +8,473 New
NDSI
279
Newman Dignan & Sheerar Inc
Rhode Island
$305K
DAS
280
Dynamic Advisor Solutions
Arizona
$303K -$17K -472 -5%
WPC
281
Wedmont Private Capital
Pennsylvania
$302K +$291K +8,101 New
CIA
282
Concurrent Investment Advisors
Florida
$297K +$291K +8,100 New
VIM
283
VELA Investment Management
Ohio
$295K +$289K +8,040 New
RIL
284
Rothschild Investment LLC
Illinois
$295K
MPCG
285
Matrix Private Capital Group
New York
$294K
RFC
286
Regions Financial Corp
Alabama
$294K
SWM
287
Spire Wealth Management
Virginia
$290K +$117K +3,268 +72%
Pathstone Holdings
288
Pathstone Holdings
New Jersey
$290K +$284K +7,905 New
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
$290K
SB
290
Strategic Blueprint
Georgia
$288K +$59.3K +1,649 +27%
PCM
291
Pointe Capital Management
Michigan
$287K
PVI
292
Pine Valley Investments
New Jersey
$287K -$231K -6,419 -45%
RJT
293
Raymond James Trust
Florida
$285K -$1.51K -42 -0.5%
AO
294
Advisor OS
Illinois
$285K
BM
295
Belfer Management
New York
$272K
WIA
296
World Investment Advisors
California
$268K -$14.4K -400 -5%
BCM
297
Bluefin Capital Management
New York
$266K -$388K -10,800 -60%
LA
298
Legacy Advisors
Pennsylvania
$265K +$40.6K +1,130 +19%
SGCA
299
Steel Grove Capital Advisors
Tennessee
$264K +$611 +17 +0.2%
IWA
300
Icon Wealth Advisors
Texas
$261K +$256K +7,114 New