We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OF
501
Optimize Financial
California
$272K +$270K +1,327 New
LCM
502
Landscape Capital Management
New Jersey
$270K +$268K +1,317 New
AWM
503
Angeles Wealth Management
California
$269K +$268K +1,314 New
SC
504
Syon Capital
California
$266K -$2.65K -13 -1%
CCM
505
Coldstream Capital Management
Washington
$262K -$62.9K -309 -19%
WIA
506
World Investment Advisors
California
$261K +$260K +1,275 New
TCOV
507
Trust Company of Vermont
Vermont
$261K +$87.6K +430 +51%
SFA
508
Sequoia Financial Advisors
Ohio
$256K +$254K +1,247 New
S
509
SignatureFD
Georgia
$254K +$6.52K +32 +3%
SF
510
Summit Financial
New Jersey
$253K -$407 -2 -0.2%
Focus Partners Wealth
511
Focus Partners Wealth
Massachusetts
$252K +$250K +1,228 New
SFC
512
Strategic Financial Concepts
Texas
$250K +$248K +1,218 New
CI Investments Inc
513
CI Investments Inc
Ontario, Canada
$249K +$93.7K +460 +61%
SAM
514
Smartleaf Asset Management
Massachusetts
$248K -$41.8K -205 -14%
PA
515
Procyon Advisors
Connecticut
$248K -$3.26K -16 -1%
KCM
516
Kathmere Capital Management
Pennsylvania
$247K
CNBOF
517
City National Bank of Florida
Florida
$247K +$245K +1,203 New
AFG
518
Atomi Financial Group
New York
$246K +$245K +1,201 New
HWM
519
Howard Wealth Management
Connecticut
$246K +$244K +1,200 New
FFN
520
Focus Financial Network
Minnesota
$245K +$244K +1,197 New
KC
521
Knuff & Co
California
$244K +$170K +833 +234%
HWM
522
HB Wealth Management
Georgia
$243K -$4.28K -21 -2%
SWM
523
Salvus Wealth Management
New Jersey
$242K +$240K +1,180 New
HH
524
Hilltop Holdings
Texas
$239K +$237K +1,165 New
EWA
525
EP Wealth Advisors
California
$236K -$67.8K -333 -22%