We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CRC
176
Curi RMB Capital
Illinois
$1.03M
OF
177
Outfitter Financial
Maine
$1.03M
MFFIA
178
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$986K
SMC
179
Smith, Moore & Co
Missouri
$985K -$43.1K -1,200 -4%
WPEP
180
Walnut Private Equity Partners
Nebraska
$973K
Creative Planning
181
Creative Planning
Kansas
$969K +$38.6K +1,074 +4%
VC
182
Veracity Capital
Georgia
$941K
Walleye Capital
183
Walleye Capital
New York
$925K -$180K -5,000 -17%
AFG
184
American Financial Group
Ohio
$918K +$35.9K +1,000 +4%
EWA
185
Exencial Wealth Advisors
Oklahoma
$902K +$72 +2 +0%
Cetera Investment Advisers
186
Cetera Investment Advisers
Illinois
$837K -$25.3K -705 -3%
GSC
187
Grey Street Capital
Illinois
$813K +$3.27K +91 +0.4%
CWP
188
CFM Wealth Partners
Texas
$812K +$795K +22,109 New
ASN
189
Advisory Services Network
Georgia
$786K +$18.7K +520 +2%
Fayez Sarofim & Co
190
Fayez Sarofim & Co
Texas
$785K
Franklin Resources
191
Franklin Resources
California
$779K
NA
192
NewEdge Advisors
Louisiana
$764K +$153K +4,267 +26%
CFB
193
Cullen/Frost Bankers
Texas
$764K +$732K +20,374 +4,673%
DF
194
Donoghue Forlines
Massachusetts
$753K +$32.6K +906 +5%
MA
195
Modus Advisors
Minnesota
$720K
HWM
196
HB Wealth Management
Georgia
$709K +$8.37K +233 +1%
PPW
197
Pasadena Private Wealth
California
$704K +$689K +19,179 New
DADC
198
D.A. Davidson & Co
Montana
$698K -$1.83K -51 -0.3%
CG
199
CFO4Life Group
Texas
$698K
CWM
200
C2C Wealth Management
Arizona
$671K