We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
451
Parcion Private Wealth
Washington
$646K +$193K +926 +49%
BWA
452
BlueSky Wealth Advisors
North Carolina
$644K
HWM
453
HB Wealth Management
Georgia
$635K +$140K +672 +32%
CAG
454
Csenge Advisory Group
Florida
$629K +$573K +2,745 New
NP
455
Ninepoint Partners
Ontario, Canada
$624K +$283K +1,358 +99%
VFA
456
Valeo Financial Advisors
Indiana
$620K +$564K +2,706 New
NW
457
NewEdge Wealth
Pennsylvania
$610K +$72.6K +348 +15%
NWAG
458
Net Worth Advisory Group
Utah
$609K -$82.2K -394 -13%
MOS
459
MGO One Seven
Ohio
$606K +$552K +2,646 New
BAAM
460
Baker Avenue Asset Management
California
$605K -$4.38K -21 -0.8%
WWC
461
Waypoint Wealth Counsel
Georgia
$603K +$104K +500 +23%
IA
462
Integrity Alliance
Iowa
$596K +$543K +2,603 New
UM
463
UniSuper Management
Australia
$596K +$104K +500 +24%
MAWA
464
Moss Adams Wealth Advisors
Washington
$594K -$35.9K -172 -6%
RIL
465
Rothschild Investment LLC
Illinois
$587K +$116K +558 +28%
AFG
466
Atomi Financial Group
New York
$578K +$77.4K +371 +17%
PS
467
Principal Securities
Iowa
$576K +$345K +1,654 +193%
Janney Montgomery Scott
468
Janney Montgomery Scott
Pennsylvania
$574K +$48.6K +233 +10%
PVI
469
Pura Vida Investments
New York
$573K
DADC
470
D.A. Davidson & Co
Montana
$570K +$519K +2,490 New
SCP
471
Sivia Capital Partners
California
$559K +$216K +1,036 +74%
STA
472
Summit Trail Advisors
New York
$558K -$72.4K -347 -12%
CIM
473
Cambria Investment Management
California
$557K +$507K +2,433 New
Macquarie Group
474
Macquarie Group
Australia
$556K -$18.3M -87,865 -97%
PWM
475
Pursuit Wealth Management
Florida
$554K +$505K +2,420 New