We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
YWP
1201
YorkBridge Wealth Partners
New York
$1.24M +$44.5K +788 +4%
DAS
1202
Dynamic Advisor Solutions
Arizona
$1.24M +$115K +2,042 +11%
SFWA
1203
Summit Financial Wealth Advisors
Louisiana
$1.23M -$63.2K -1,121 -5%
AIM
1204
Avity Investment Management
Connecticut
$1.23M +$427K +7,564 +55%
P
1205
Pitcairn
Pennsylvania
$1.23M -$23K -407 -2%
FCT
1206
Family Capital Trust
Massachusetts
$1.23M -$2.99K -53 -0.2%
QCG
1207
Quadrant Capital Group
Ohio
$1.23M +$55.2K +978 +5%
BWM
1208
BigSur Wealth Management
Florida
$1.22M +$152K +2,693 +15%
GIP
1209
Granite Investment Partners
California
$1.21M
PL
1210
Plancorp LLC
Missouri
$1.21M -$41.4K -733 -3%
VCM
1211
Virtue Capital Management
Tennessee
$1.21M -$32.3K -572 -3%
SRC
1212
Shufro Rose & Co
New York
$1.2M
LPIC
1213
LeJeune Puetz Investment Counsel
Michigan
$1.2M -$52.5K -931 -4%
GJIC
1214
Gamble Jones Investment Counsel
California
$1.19M -$44.3K -786 -4%
LA
1215
LVW Advisors
New York
$1.19M -$49.8K -883 -4%
NAM
1216
NTV Asset Management
West Virginia
$1.19M -$103K -1,820 -8%
CNAM
1217
Campbell Newman Asset Management
Wisconsin
$1.18M
SFA
1218
Sequoia Financial Advisors
Ohio
$1.18M -$94.2K -1,669 -8%
Carson Wealth (CWM LLC)
1219
Carson Wealth (CWM LLC)
Nebraska
$1.18M -$36.4K -645 -3%
FCBT
1220
First Citizens Bank & Trust
North Carolina
$1.18M -$18.7K -331 -2%
PAM
1221
Peak Asset Management
Colorado
$1.17M -$3.27K -58 -0.3%
SC
1222
Savant Capital
Illinois
$1.17M +$2.48K +44 +0.2%
AWM
1223
AE Wealth Management
Kansas
$1.17M -$1.22M -21,543 -52%
BC
1224
Banced Corp
Illinois
$1.17M -$44.8K -794 -4%
BHB
1225
Bank Hapoalim BM
Israel
$1.17M +$391K +6,938 +53%