We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
426
Perigon Wealth Management
California
$364K -$59.4K -350 -16%
BAM
427
Belpointe Asset Management
Nevada
$364K +$124K +730 +67%
BCA
428
Berman Capital Advisors
Georgia
$355K +$235K +1,384 +349%
CAI
429
Capital Advisors Inc
Oklahoma
$355K +$278K +1,635 New
SBIA
430
Sheaff Brock Investment Advisors
Indiana
$353K +$4.24K +25 +1%
BNP Paribas Asset Management
431
BNP Paribas Asset Management
France
$352K -$9.51K -56 -3%
AR
432
Advisory Research
Illinois
$349K -$151K -891 -34%
TPA
433
Trivium Point Advisory
Connecticut
$347K +$284K +1,673 New
WCM
434
Washburn Capital Management
Florida
$343K +$290K +1,711 New
PWA
435
Providence Wealth Advisors
Illinois
$340K
RJT
436
Raymond James Trust
Florida
$337K +$286K +1,684 New
AAS
437
Avantax Advisory Services
Texas
$331K -$17.7K -104 -6%
PCG
438
Private Capital Group
Connecticut
$329K +$16.3K +96 +6%
BHB
439
Bank Hapoalim BM
Israel
$328K -$85.2K -502 -23%
SLT
440
St Louis Trust
Missouri
$328K
SG
441
Strid Group
Pennsylvania
$325K +$275K +1,622 New
Holocene Advisors
442
Holocene Advisors
New York
$320K +$271K +1,599 New
SHGA
443
Sand Hill Global Advisors
California
$315K -$45.8K -270 -15%
AII
444
AGF Investments Inc
Ontario, Canada
$315K +$266K +1,565 +26,083%
PAS
445
Park Avenue Securities
New York
$314K +$266K +1,567 New
SCA
446
Spearhead Capital Advisors
Florida
$313K +$265K +1,562 New
XS
447
XR Securities
Illinois
$312K +$264K +1,557 New
TFA
448
Toth Financial Advisory
Virginia
$309K +$262K +1,545 New
MYAM
449
Meiji Yasuda Asset Management
Japan
$304K +$258K +1,520 New
CM
450
Castleark Management
Illinois
$300K +$255K +1,500 New