We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CW
451
CreativeOne Wealth
Kansas
$265K +$67.5K +5,243 +36%
TDC
452
Thompson Davis & Co
Virginia
$264K +$256K +19,900 New
UAG
453
United Advisor Group
Ohio
$264K +$256K +19,893 New
ML
454
McAdam LLC
Pennsylvania
$264K +$256K +19,883 New
RCMU
455
Rokos Capital Management (UK)
United Kingdom
$262K +$254K +19,745 New
GRP
456
Global Retirement Partners
California
$252K +$245K +19,002 New
LI
457
LRI Investments
Florida
$252K +$14.7K +1,140 +6%
Lido Advisors
458
Lido Advisors
California
$251K +$4.2K +326 +2%
EI
459
Ellevest Inc
New York
$251K +$81.9K +6,360 +51%
1CP
460
17 Capital Partners
Arizona
$248K -$6.11K -475 -2%
CAM
461
Cresset Asset Management
Illinois
$248K +$110K +8,524 +84%
BRWA
462
B. Riley Wealth Advisors
Florida
$245K +$79.6K +6,183 +49%
CCA
463
Checchi Capital Advisers
California
$245K -$16.2K -1,255 -6%
PP
464
Patten & Patten
Tennessee
$241K – – –
MT
465
Midwest Trust
Kansas
$239K +$46.7K +3,626 +25%
PWMG
466
Pinnacle Wealth Management Group
Michigan
$239K – – –
TPI
467
Trust Point Inc
Wisconsin
$239K -$32.1K -2,494 -12%
IFG
468
Independent Financial Group
California
$238K +$231K +17,942 New
OCA
469
OpenArc Corporate Advisory
Georgia
$238K +$231K +17,940 New
AIA
470
AIMZ Investment Advisors
California
$238K – – –
GA
471
Greenspring Advisors
Maryland
$237K +$10.9K +846 +5%
CP
472
CenterBook Partners
Connecticut
$236K +$229K +17,774 New
FFM
473
Forum Financial Management
Illinois
$235K – – –
KCM
474
Kathmere Capital Management
Pennsylvania
$235K +$72.4K +5,629 +47%
EWA
475
EverSource Wealth Advisors
Alabama
$235K -$80.8K -6,275 -26%