We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
151
Private Management Group
California
$2.85M
CRC
152
Curi RMB Capital
Illinois
$2.79M +$553K +9,757 +25%
SWP
153
Stratos Wealth Partners
Ohio
$2.69M +$492K +8,682 +23%
CWP
154
CFM Wealth Partners
Texas
$2.67M
SPIA
155
Steward Partners Investment Advisory
New York
$2.63M -$16.2K -286 -0.6%
PI
156
PFG Investments
New York
$2.62M -$25.4K -448 -1%
HFS
157
Howard Financial Services
Texas
$2.6M +$47.7K +841 +2%
GA
158
GraniteShares Advisors
New York
$2.58M -$293K -5,168 -10%
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$2.55M -$5.86M -103,342 -70%
PFBT
160
Parkside Financial Bank & Trust
Missouri
$2.5M +$1.42K +25 +0.1%
DIM
161
Delta Investment Management
California
$2.49M +$198K +3,497 +9%
KeyBank National Association
162
KeyBank National Association
Ohio
$2.45M -$55.6K -981 -2%
ACL
163
Applied Capital LLC
Florida
$2.45M +$399K +7,030 +20%
ZIG
164
Zurich Insurance Group
Switzerland
$2.42M
DA
165
Doliver Advisors
Texas
$2.41M -$14.2K -250 -0.6%
CM
166
Castleark Management
Illinois
$2.39M -$636K -11,220 -21%
DWP
167
Daymark Wealth Partners
Ohio
$2.37M +$154K +2,724 +7%
BG
168
Bahl & Gaynor
Ohio
$2.35M
Focus Partners Wealth
169
Focus Partners Wealth
Massachusetts
$2.33M +$546K +9,628 +31%
KTM
170
Keeler Thomas Management
Utah
$2.3M +$2.29M +40,364 New
FCM
171
Fourpath Capital Management
Oklahoma
$2.23M
PHS
172
Pekin Hardy Strauss
Illinois
$2.23M
CG
173
Caprock Group
Idaho
$2.23M -$241K -4,253 -10%
William Blair & Company
174
William Blair & Company
Illinois
$2.22M +$100K +1,767 +5%
KPWS
175
Kestra Private Wealth Services
Texas
$2.22M -$216K -3,803 -9%