We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
601
Parcion Private Wealth
Washington
$334K +$36.1K +323 +13%
LCGC
602
Legacy Capital Group California
California
$334K +$4.81K +43 +2%
SPA
603
Sherbrooke Park Advisers
New York
$331K +$312K +2,790 New
OC
604
Oppenheimer & Co
New York
$330K +$311K +2,782 New
FMWA
605
Forvis Mazars Wealth Advisors
Missouri
$326K +$37.5K +335 +14%
HWA
606
Heritage Wealth Advisors
Virginia
$323K
RCM
607
Requisite Capital Management
Texas
$322K +$304K +2,722 New
FFP
608
FourThought Financial Partners
Florida
$322K +$304K +2,717 New
BFG
609
Berger Financial Group
Minnesota
$318K -$21.6K -193 -7%
EP
610
Essential Partners
California
$317K +$66.9K +598 +29%
SIG
611
Sky Investment Group
Connecticut
$317K
CPC
612
Cookson Peirce & Co
Pennsylvania
$317K +$299K +2,675 New
BIG
613
Brooklyn Investment Group
New York
$317K -$8.5K -76 -2%
NFP
614
Narus Financial Partners
Utah
$316K +$20.7K +185 +7%
MC
615
Moors & Cabot
Massachusetts
$314K -$4.36K -39 -1%
SAM
616
Smartleaf Asset Management
Massachusetts
$309K +$61.5K +550 +27%
SOAMC
617
Spirit of America Management Corp
New York
$308K
CPIG
618
Chicago Partners Investment Group
Illinois
$308K +$41.7K +373 +16%
TPCW
619
TD Private Client Wealth
New York
$305K +$895 +8 +0.3%
KCP
620
Kera Capital Partners
California
$303K +$53.5K +478 +23%
OWA
621
Outlook Wealth Advisors
Texas
$302K +$285K +2,547 New
EL
622
EWA LLC
Pennsylvania
$301K +$783 +7 +0.3%
CAM
623
CenterStar Asset Management
Illinois
$299K +$282K +2,524 New
RB
624
Renasant Bank
Mississippi
$299K -$8.95K -80 -3%
S
625
Sachetta
Massachusetts
$298K