We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
751
Pines Wealth Management
North Carolina
$318K +$58.4K +652 +21%
PI
752
PFG Investments
New York
$314K +$90 +1 +0%
DIA
753
Dana Investment Advisors
Wisconsin
$313K +$12K +134 +4%
SAI
754
Savvy Advisors Inc
New York
$310K +$23.1K +258 +8%
OWM
755
OneAscent Wealth Management
Alabama
$305K -$12.2K -136 -4%
IAA
756
Independent Advisor Alliance
North Carolina
$304K -$89.1K -994 -22%
Brown Advisory
757
Brown Advisory
Maryland
$304K -$97.6K -1,089 -23%
WETS
758
Wealth Enhancement Trust Services
South Dakota
$301K +$317K +3,540 New
CSI
759
Cross Staff Investments
New York
$297K – – –
DWM
760
Dakota Wealth Management
Florida
$296K -$534K -5,958 -63%
PS
761
Principal Securities
Iowa
$294K -$102K -1,135 -25%
BCM
762
Brookstone Capital Management
Illinois
$291K +$1.79K +20 +0.6%
KFS
763
Keynote Financial Services
Connecticut
$291K – – –
PFBT
764
Parkside Financial Bank & Trust
Missouri
$287K +$1.97K +22 +0.7%
AG
765
AlTi Global
New York
$287K +$6.18K +69 +2%
DIM
766
Delta Investment Management
California
$284K -$986 -11 -0.3%
CA
767
Claro Advisors
Massachusetts
$281K +$13.2K +147 +5%
BTI
768
Blue Trust Inc
Georgia
$280K -$561K -6,258 -65%
IRC
769
Investors Research Corp
Georgia
$280K – – –
CIC
770
Carnegie Investment Counsel
Ohio
$279K +$6.9K +77 +2%
LNB
771
Ledyard National Bank
$278K -$1.88K -21 -0.6%
AWA
772
Aaron Wealth Advisors
Illinois
$277K +$293K +3,268 New
HSA
773
HBK Sorce Advisory
Pennsylvania
$277K +$10.5K +117 +4%
CW
774
CreativeOne Wealth
Kansas
$277K -$165K -1,843 -36%
ETC
775
Exchange Traded Concepts
Oklahoma
$277K -$837K -9,335 -74%