We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
626
Ashton Thomas Private Wealth
Arizona
$3.93M +$1.14M +14,501 +39%
AAS
627
Avantax Advisory Services
Texas
$3.92M -$600K -7,638 -13%
CPC
628
CFC Planning Company
Indiana
$3.91M +$4.06M +51,717 New
CIA
629
Concurrent Investment Advisors
Florida
$3.9M -$76.7K -976 -2%
TCM
630
Telos Capital Management
California
$3.9M -$148K -1,885 -4%
SCA
631
Stokes Capital Advisors
South Carolina
$3.89M +$215K +2,733 +6%
CA
632
Callahan Advisors
Texas
$3.88M -$1.22M -15,498 -23%
IA
633
Icon Advisers
Colorado
$3.81M -$251K -3,200 -6%
BONST
634
Bank of Nova Scotia Trust
Ontario, Canada
$3.79M +$133K +1,693 +3%
LWM
635
Lyell Wealth Management
California
$3.72M -$617K -7,854 -14%
WIA
636
World Investment Advisors
California
$3.72M +$794K +10,107 +26%
IB
637
Iyo Bank
Japan
$3.7M
PCMH
638
Polymer Capital Management (HK)
Hong Kong
$3.69M +$3.83M +48,800 New
RFC
639
Regions Financial Corp
Alabama
$3.67M +$8.25K +105 +0.2%
DIM
640
DLK Investment Management
California
$3.64M -$173K -2,203 -4%
SAM
641
Silvercrest Asset Management
New York
$3.63M -$239K -3,044 -6%
SCP
642
Sender Company & Partners
New York
$3.6M +$3.74M +47,614 New
HGWM
643
Horst & Graben Wealth Management
Oregon
$3.46M +$111K +1,411 +3%
JFL
644
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.43M -$19.2K -245 -0.5%
B
645
Bailard
California
$3.39M -$1.32M -16,814 -27%
GWM
646
Geneos Wealth Management
Colorado
$3.39M +$331K +4,210 +10%
MGP
647
Metis Global Partners
California
$3.37M +$170K +2,166 +5%
BAMF
648
BI Asset Management Fondsmaeglerselskab
Denmark
$3.36M +$1.3M +16,598 +60%
SYBT
649
Stock Yards Bank & Trust
Kentucky
$3.34M -$2.15M -27,428 -38%
CFO
650
Capitol Family Office
Oregon
$3.34M -$975K -12,406 -22%