We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
701
Bellevue Asset Management
Washington
$384K +$215 +2 +0.1%
CAWM
702
Capital Advisors Wealth Management
Washington
$376K +$27.6K +257 +9%
Qube Research & Technologies (QRT)
703
Qube Research & Technologies (QRT)
United Kingdom
$376K -$910K -8,471 -74%
CAG
704
Crestwood Advisors Group
Massachusetts
$376K +$27.5K +256 +9%
SPC
705
Sigma Planning Corp
Michigan
$375K +$325K +3,029 New
MAWA
706
Moss Adams Wealth Advisors
Washington
$373K +$79K +735 +32%
FIA
707
Foundations Investment Advisors
Arizona
$370K -$12.8K -119 -4%
CAM
708
Cidel Asset Management
Ontario, Canada
$370K -$11.9K -111 -4%
NLP
709
Next Level Private
New York
$363K +$315K +2,933 New
AWM
710
AE Wealth Management
Kansas
$360K -$1.65M -15,371 -84%
JMFC
711
J.M. Forbes & Co
Massachusetts
$356K
VF
712
VitalStone Financial
Texas
$351K +$305K +2,836 New
SIA
713
Soltis Investment Advisors
Utah
$351K -$8.6K -80 -3%
Acadian Asset Management
714
Acadian Asset Management
Massachusetts
$350K -$970K -9,025 -76%
DBRC
715
D.B. Root & Company
Pennsylvania
$349K
DWM
716
Drive Wealth Management
Utah
$348K +$13.9K +129 +5%
AC
717
AXQ Capital
New Jersey
$347K +$301K +2,800 New
SIM
718
Sentry Investment Management
Wisconsin
$339K
IFWM
719
Institute for Wealth Management
Colorado
$336K
OA
720
Oracle Alpha
Ontario, Canada
$336K -$104K -968 -26%
AC
721
Avestar Capital
New York
$335K -$32.7K -304 -10%
WW
722
Westshore Wealth
California
$332K -$3.55K -33 -1%
RPWA
723
Regent Peak Wealth Advisors
Georgia
$331K -$5.7K -53 -2%
PCS
724
Personal CFO Solutions
New Jersey
$330K +$20.2K +188 +8%
PWM
725
Perigon Wealth Management
California
$329K -$25.8K -240 -8%