We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
676
Atlas Capital Advisors
Wyoming
$308K +$177K +1,355 +213%
BTI
677
Blue Trust Inc
Georgia
$307K +$10.2K +78 +4%
AFP
678
Ausdal Financial Partners
Iowa
$305K +$257K +1,967 New
SS
679
SBI Securities
Japan
$301K +$157K +1,203 +162%
KP
680
Keel Point
Alabama
$299K +$252K +1,931 New
MCM
681
Morton Capital Management
California
$298K -$13.1K -100 -5%
OL
682
Optas LLC
Texas
$297K -$46.8K -358 -16%
PAG
683
Private Advisor Group
New Jersey
$294K -$723K -5,529 -74%
CI
684
Cigna Investments
Connecticut
$293K +$247K +1,893 New
WSFS
685
Wilmington Savings Fund Society
Delaware
$292K -$141K -1,075 -36%
HKIMG
686
Hutchens & Kramer Investment Management Group
Indiana
$287K +$242K +1,853 New
GM
687
GeoWealth Management
Illinois
$286K +$27.8K +213 +13%
SW
688
SVB Wealth
Massachusetts
$286K +$241K +1,845 New
EWA
689
EverSource Wealth Advisors
Alabama
$285K -$91.2K -698 -27%
WANY
690
Wealthspire Advisors (New York)
New York
$284K -$15.4K -118 -6%
TIM
691
Tevis Investment Management
Texas
$282K +$239K +1,825 New
BMWS
692
Brady Martz Wealth Solutions
North Dakota
$279K +$236K +1,803 New
KCP
693
Kera Capital Partners
California
$268K +$226K +1,731 New
MWM
694
Marion Wealth Management
Pennsylvania
$267K +$226K +1,726 New
FCP
695
Fidelis Capital Partners
Florida
$264K +$223K +1,708 New
AIP
696
Ameritas Investment Partners
Nebraska
$263K -$15.9K -122 -7%
PHS
697
Pekin Hardy Strauss
Illinois
$263K +$222K +1,700 New
TCWA
698
Turtle Creek Wealth Advisors
Texas
$263K +$222K +1,700 New
DAS
699
Dynamic Advisor Solutions
Arizona
$260K +$220K +1,683 New
SWP
700
Sagespring Wealth Partners
Tennessee
$259K +$219K +1,673 New