We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KLWA
676
Kelly Lawrence W & Associates
California
$223K
TH
677
TCTC Holdings
Texas
$223K
PFPT
678
Pinnacle Financial Partners (Tennessee)
Tennessee
$222K -$1.61K -30 -0.8%
KWM
679
Kingsview Wealth Management
Oregon
$222K +$7.36K +137 +4%
FRM
680
Fox Run Management
Connecticut
$220K +$204K +3,788 New
WANY
681
Wealthspire Advisors (New York)
New York
$220K +$204K +3,789 New
MC
682
Mathes Company
New York
$219K
BAAM
683
Baker Avenue Asset Management
California
$219K +$204K +3,791 New
PCS
684
Personal CFO Solutions
New Jersey
$218K +$202K +3,751 New
MFW
685
Meristem Family Wealth
Minnesota
$216K +$2.1K +39 +1%
NJBEST
686
New Jersey Better Educational Savings Trust
New Jersey
$215K
HI
687
Harbour Investments
Wisconsin
$215K +$23.8K +442 +14%
SCA
688
Snowden Capital Advisors
New York
$215K -$4.51K -84 -2%
PA
689
Parallel Advisors
California
$213K +$24.3K +453 +14%
HPWM
690
Highland Private Wealth Management
Washington
$211K -$33.5K -624 -15%
KPWS
691
Kestra Private Wealth Services
Texas
$211K +$196K +3,641 New
SDAM
692
Shulman DeMeo Asset Management
New York
$211K +$196K +3,641 New
CGL
693
Clarius Group LLC
Washington
$211K +$196K +3,646 New
EBA
694
Eagle Bay Advisors
New York
$206K +$86K +1,601 +82%
RFN
695
RDA Financial Network
Iowa
$204K -$21.2K -394 -10%
BOTW
696
Bank of the West
California
$204K +$189K +3,519 New
CWA
697
Centennial Wealth Advisory
Michigan
$203K +$188K +3,494 New
SW
698
SVB Wealth
Massachusetts
$203K +$188K +3,502 New
Bessemer Group
699
Bessemer Group
New Jersey
$201K +$5.05K +94 +3%
FCM
700
Firestone Capital Management
Florida
$198K