We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
426
TD Private Client Wealth
New York
$37.6K +$2.4K +46 +7%
SWA
427
Sutton Wealth Advisors
Florida
$36.3K +$37.4K +715 New
NA
428
NewEdge Advisors
Louisiana
$34.5K +$92.1K +1,763 New
CLOS
429
Compagnie Lombard Odier SCmA
Switzerland
$33K – – –
Rockefeller Capital Management
430
Rockefeller Capital Management
New York
$32K +$4.23K +81 +15%
MWA
431
Miller Wealth Advisors
Colorado
$32K +$11.3K +216 +48%
AWM
432
AllSquare Wealth Management
New York
$30.4K +$10.8K +207 +53%
BAM
433
Belpointe Asset Management
Nevada
$29.1K +$29.9K +573 New
TWA
434
TCI Wealth Advisors
Arizona
$28.7K +$5.7K +109 +24%
HNB
435
Huntington National Bank
Ohio
$28.4K -$2.19K -42 -7%
EI
436
Ellevest Inc
New York
$28K -$1.67K -32 -5%
ICM
437
Islay Capital Management
Texas
$26.6K -$28.2K -540 -51%
EWA
438
EverSource Wealth Advisors
Alabama
$24K +$20.9K +400 +541%
ZB
439
Zions Bancorporation
Utah
$23.3K -$4.5K -86 -16%
GM
440
GeoWealth Management
Illinois
$22K +$5.43K +104 +31%
JWM
441
Janiczek Wealth Management
Colorado
$21.1K +$105 +2 +0.5%
ACA
442
Atlas Capital Advisors
Wyoming
$20.1K – – –
C
443
Covestor
United Kingdom
$20K -$679 -13 -3%
RTC
444
Riverview Trust Company
Washington
$18K – – –
LF
445
Lee Financial
Texas
$17.1K +$11.9K +228 +207%
TF
446
Tompkins Financial
New York
$15K – – –
CFGS
447
Concourse Financial Group Securities
Alabama
$13.2K +$2.98K +57 +28%
BWA
448
BDO Wealth Advisors
Florida
$12.4K – – –
TC
449
Tacita Capital
Ontario, Canada
$12K – – –
SC
450
Schubert & Co
Texas
$10.8K +$3.92K +75 +55%