We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GM
751
GeoWealth Management
Illinois
$172K +$17.6K +46 +13%
BTI
752
Blue Trust Inc
Georgia
$170K +$1.91K +5 +1%
ST
753
Smithfield Trust
Pennsylvania
$166K -$123K -323 -45%
APFP
754
Action Point Financial Planning
Michigan
$162K +$150K +392 New
PA
755
Parallel Advisors
California
$151K +$8.41K +22 +6%
S
756
SignatureFD
Georgia
$143K +$14.1K +37 +12%
SAM
757
Smartleaf Asset Management
Massachusetts
$134K – – –
SWIM
758
Smallwood Wealth Investment Management
New Jersey
$125K – – –
PAM
759
Paradigm Asset Management
New York
$125K +$115K +300 New
BC
760
Brookfield Corp
Ontario, Canada
$124K -$765 -2 -0.7%
ACA
761
American Capital Advisory
Idaho
$120K – – –
GWP
762
Gen-Wealth Partners
Michigan
$120K +$110K +289 New
PAMS
763
Pinpoint Asset Management (Singapore)
$120K +$110K +288 New
LSA
764
Leonteq Securities AG
Switzerland
$118K +$67.7K +177 +167%
Royal London Asset Management
765
Royal London Asset Management
United Kingdom
$118K +$108K +283 New
CA
766
Clearstead Advisors
Ohio
$112K – – –
AF
767
Advisornet Financial
Minnesota
$110K +$101K +264 New
EP
768
Evelyn Partners
$104K +$95.6K +250 New
HNB
769
Huntington National Bank
Ohio
$90.3K +$11.9K +31 +17%
HIA
770
Harbor Investment Advisory
Maryland
$87.8K +$66.9K +175 +486%
GIA
771
GHP Investment Advisors
Colorado
$84K – – –
CAM
772
Close Asset Management
United Kingdom
$83K – – –
CT
773
Caldwell Trust
Florida
$82.4K +$11.5K +30 +18%
HI
774
Horizon Investments
North Carolina
$78.2K +$71.1K +186 +9,300%
OP
775
Oslo Pensjonsforsikring
$77.4K +$71.1K +186 New