We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
601
Virtue Capital Management
Tennessee
$585K +$552K +7,726 New
ACP
602
Aveo Capital Partners
Colorado
$584K -$7.43K -104 -1%
HSA
603
HBK Sorce Advisory
Pennsylvania
$578K +$38.1K +533 +7%
ACM
604
Ayrshire Capital Management
Connecticut
$573K +$541K +7,566 New
IFAM
605
Institutional & Family Asset Management
Colorado
$572K -$69.7K -975 -11%
KFA
606
Krane Funds Advisors
New York
$564K +$11.4K +160 +2%
IAA
607
Independent Advisor Alliance
North Carolina
$562K -$4.15K -58 -0.8%
RIM
608
Rampart Investment Management
Connecticut
$559K +$289K +4,038 +121%
CAM
609
Carret Asset Management
New York
$555K -$12K -168 -2%
CWM
610
Cornerstone Wealth Management
Missouri
$548K +$37.7K +527 +8%
Carson Wealth (CWM LLC)
611
Carson Wealth (CWM LLC)
Nebraska
$542K
TPCW
612
TD Private Client Wealth
New York
$540K +$510K +7,133 New
BB
613
Busey Bank
Illinois
$532K -$1.5K -21 -0.3%
UB
614
UMB Bank
Missouri
$527K +$161K +2,259 +48%
TCOV
615
Trust Company of Vermont
Vermont
$525K -$6.72K -94 -1%
JWCA
616
J.W. Cole Advisors
Florida
$525K +$496K +6,943 New
QCIG
617
Quad-Cities Investment Group
Iowa
$523K +$357 +5 +0.1%
CFGS
618
Concourse Financial Group Securities
Alabama
$518K +$190K +2,652 +63%
WAAG
619
Wealth Alliance Advisory Group
Kansas
$514K
LWM
620
Loveless Wealth Management
Montana
$514K +$480K +6,713 New
SWM
621
Segment Wealth Management
Texas
$510K -$4.43K -62 -0.9%
IC
622
InterOcean Capital
Illinois
$508K -$39.3K -550 -8%
OCM
623
Orser Capital Management
Texas
$508K +$84.5K +1,182 +21%
PGH
624
Partners Group Holding
Switzerland
$507K
VWM
625
Venturi Wealth Management
Texas
$507K