We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
726
Cary Street Partners Investment Advisory
Virginia
$252K +$307 +3 +0.1%
AWA
727
Arkadios Wealth Advisors
Georgia
$250K -$60.1K -586 -20%
AFT
728
Alpha Family Trust
California
$249K
DAS
729
Diversify Advisory Services
Utah
$248K +$210K +2,045 New
ICP
730
Interchange Capital Partners
Pennsylvania
$248K -$20.7K -202 -8%
IWM
731
IHT Wealth Management
Illinois
$247K -$1.64K -16 -0.7%
AC
732
Avenir Corporation
Virginia
$246K
MPWS
733
McCarter Private Wealth Services
Massachusetts
$246K
Federated Hermes
734
Federated Hermes
Pennsylvania
$245K -$410 -4 -0.2%
KIG
735
Kessler Investment Group
Indiana
$245K -$6.46K -63 -3%
MW
736
Marble Wealth
Alabama
$244K +$228K +2,225 New
7WCP
737
71 West Capital Partners
Massachusetts
$243K +$228K +2,221 New
CIA
738
Caerus Investment Advisors
Texas
$243K +$228K +2,220 New
AFC
739
Avise Financial Cooperative
California
$243K +$227K +2,216 New
TCWA
740
Turtle Creek Wealth Advisors
Texas
$242K +$227K +2,213 New
SF
741
Summit Financial
New Jersey
$239K +$7.79K +76 +4%
NP
742
NorthRock Partners
Minnesota
$239K -$526K -5,133 -69%
FWA
743
FSM Wealth Advisors
Ohio
$239K +$224K +2,181 New
TCM
744
Traynor Capital Management
Pennsylvania
$237K +$102 +1 +0%
GWM
745
Geneos Wealth Management
Colorado
$237K +$21.9K +214 +11%
MK
746
MASTERINVEST Kapitalanlage
$236K
PFM
747
Patton Fund Management
Texas
$235K -$25.6K -250 -10%
AWM
748
Aprio Wealth Management
Georgia
$235K +$199K +1,944 New
TCBWMS
749
Texas Capital Bank Wealth Management Services
Texas
$232K +$217K +2,122 New
APWM
750
Argonautica Private Wealth Management
Massachusetts
$232K -$9.53K -93 -4%