We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
451
Visionary Wealth Advisors
Illinois
$302K -$18.7K -330 -6%
CA
452
Claro Advisors
Massachusetts
$300K
Citadel Advisors
453
Citadel Advisors
Florida
$299K -$13.1M -231,216 -98%
RHP
454
Royal Harbor Partners
Texas
$296K
RFA
455
Rollins Financial Advisors
New York
$296K +$294K +5,189 New
DIG
456
Dauntless Investment Group
New Hampshire
$295K +$293K +5,170 New
FA
457
Fermata Advisors
California
$295K +$58K +1,023 +25%
ST
458
Somerset Trust
Pennsylvania
$292K
WCP
459
Wick Capital Partners
Pennsylvania
$289K +$1.59K +28 +0.6%
AWP
460
Ascent Wealth Partners
New York
$286K
DLP
461
De Lisle Partners
United Kingdom
$285K
ICM
462
Intrepid Capital Management
Florida
$285K
MWM
463
Mission Wealth Management
California
$285K
RT
464
Rockland Trust
Massachusetts
$285K
SN
465
Sittner & Nelson
Oregon
$285K
AFM
466
Aspetuck Financial Management
Connecticut
$285K +$284K +5,000 New
NW
467
Naviter Wealth
Arkansas
$282K
TWP
468
Tyche Wealth Partners
Texas
$282K +$17K +300 +6%
OSAM
469
O'Shaughnessy Asset Management
Connecticut
$282K -$18.5K -327 -6%
BAM
470
Belpointe Asset Management
Nevada
$282K +$280K +4,935 New
FCA
471
Fortis Capital Advisors
Kansas
$282K +$280K +4,935 New
OIA
472
OneDigital Investment Advisors
Kansas
$281K -$74K -1,305 -21%
CIBC World Market
473
CIBC World Market
Ontario, Canada
$280K +$278K +4,905 New
NS
474
NBC Securities
Alabama
$279K +$4.82K +85 +2%
LWA
475
Legacy Wealth Advisors
Florida
$277K