We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SMA
1301
Sage Mountain Advisors
Georgia
$2.05M +$20.4K +257 +1%
CCA
1302
Checchi Capital Advisers
California
$2.04M -$153K -1,921 -7%
TC
1303
Trust Company
Kansas
$2.04M +$796K +10,019 +64%
TAP
1304
Tounjian Advisory Partners
Florida
$2.04M -$38.8K -488 -2%
TCOTS
1305
Trust Company of the South
North Carolina
$2.04M -$13.8K -174 -0.7%
VT
1306
Volterra Technologies
New York
$2.02M +$2.03M +25,511 New
LWP
1307
LMG Wealth Partners
Louisiana
$2.02M +$134K +1,680 +7%
HWMO
1308
Heritage Wealth Management (Ohio)
Ohio
$2.01M +$40.1K +505 +2%
WOC
1309
West Oak Capital
California
$2.01M +$417K +5,240 +26%
RAM
1310
Redmond Asset Management
Virginia
$2.01M +$667K +8,391 +49%
CC
1311
Chicago Capital
Illinois
$2M -$5.96K -75 -0.3%
CRWM
1312
Castle Rock Wealth Management
California
$2M +$2M +25,125 New
GIM
1313
Generali Investments Management
Slovenia
$2M +$470K +5,911 +31%
LHC
1314
Little House Capital
Massachusetts
$2M +$24.5K +308 +1%
CAM
1315
Chesapeake Asset Management
New York
$1.99M -$25.1K -316 -1%
PCS
1316
Personal CFO Solutions
New Jersey
$1.99M -$2.28M -28,729 -53%
SWM
1317
Spire Wealth Management
Virginia
$1.98M -$1.24M -15,557 -38%
IA
1318
IFG Advisory
Georgia
$1.97M +$408K +5,137 +26%
HCM
1319
Howard Capital Management
Georgia
$1.97M +$777K +9,779 +66%
TAM
1320
Tealwood Asset Management
Minnesota
$1.97M -$3.97K -50 -0.2%
SAG
1321
SageView Advisory Group
California
$1.97M +$482K +6,060 +35%
RMCM
1322
Reynders McVeigh Capital Management
Massachusetts
$1.96M -$125K -1,569 -6%
CI
1323
Cigna Investments
Connecticut
$1.96M -$61.4K -772 -3%
KFI
1324
Key Financial Inc
Pennsylvania
$1.93M -$32K -402 -2%
SS
1325
SBI Securities
Japan
$1.93M +$202K +2,535 +12%