We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
1WM
626
1900 Wealth Management
Texas
$294K +$121K +7,182 +70%
OIAM
627
OFI Invest Asset Management
France
$293K +$335K +19,892 New
SFA
628
Souders Financial Advisors
Ohio
$292K -$6.03K -358 -2%
FF
629
Foronjy Financial
California
$292K -$16.3K -967 -5%
Federated Hermes
630
Federated Hermes
Pennsylvania
$291K +$136K +8,093 +88%
OWCM
631
One Wealth Capital Management
Arizona
$289K +$289K +17,180 New
WSA
632
Wealth Science Advisors
Georgia
$289K +$77.7K +4,616 +37%
NWA
633
New World Advisors
Massachusetts
$282K +$283K +16,795 New
FWP
634
FAS Wealth Partners
Kansas
$280K
QWM
635
Quadcap Wealth Management
Texas
$278K +$13.5K +800 +5%
BP
636
Ballentine Partners
Massachusetts
$274K +$37.2K +2,213 +16%
CFO
637
Callan Family Office
Pennsylvania
$270K -$35.3K -2,100 -12%
TYCC
638
Texas Yale Capital Corp
Florida
$269K
IFG
639
Independent Financial Group
California
$266K +$267K +15,842 New
PE
640
PCM Encore
Colorado
$266K +$23K +1,368 +9%
BTWM
641
Baker Tilly Wealth Management
Wisconsin
$264K -$4.11K -244 -2%
JRPIM
642
Journey Retirement Planning & Investment Management
Idaho
$261K +$44.4K +2,641 +21%
FCG
643
Fielder Capital Group
Tennessee
$259K -$40.4K -2,403 -13%
NW
644
NewEdge Wealth
Pennsylvania
$259K +$259K +15,372 New
SCA
645
Snowden Capital Advisors
New York
$258K +$56.8K +3,375 +28%
KLI
646
Kelman-Lazarov Inc
Tennessee
$257K +$39.9K +2,373 +18%
CCP
647
Caden Capital Partners
California
$256K -$25.2K -1,500 -9%
SC
648
Savant Capital
Illinois
$255K -$123K -7,306 -33%
MWM
649
Modern Wealth Management
Kansas
$252K +$253K +15,006 New
WA
650
Whitebox Advisors
Minnesota
$252K