We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NLP
951
Next Level Private
New York
$2.45M +$665K +24,966 +40%
SFWA
952
Summit Financial Wealth Advisors
Louisiana
$2.45M -$61.3K -2,301 -3%
WCM
953
Whitener Capital Management
North Carolina
$2.45M +$86.6K +3,252 +4%
PAM
954
Panagora Asset Management
Massachusetts
$2.45M +$454K +17,068 +24%
DEM
955
Disciplined Equity Management
Florida
$2.43M +$38.9K +1,460 +2%
AWP
956
Ascent Wealth Partners
New York
$2.43M +$63.3K +2,376 +3%
FCBT
957
First Citizens Bank & Trust
North Carolina
$2.41M -$64.7K -2,431 -3%
PWG
958
Portside Wealth Group
Utah
$2.4M +$262K +9,843 +13%
VST
959
Van Strum & Towne
California
$2.39M -$10.6K -400 -0.5%
GFG
960
Genesis Financial Group
New Jersey
$2.38M +$1.23M +46,082 +119%
JIC
961
Joel Isaacson & Co
New York
$2.38M -$21.8K -817 -1%
KWA
962
Kingswood Wealth Advisors
California
$2.37M +$364K +13,655 +19%
SWM
963
Silverlake Wealth Management
Vermont
$2.37M +$11.5K +433 +0.5%
HPG
964
Harvest Portfolios Group
Ontario, Canada
$2.37M +$306K +11,500 +16%
WTC
965
WhitTier Trust Company
Nevada
$2.36M -$59.7K -2,242 -3%
MNBTD
966
Moody National Bank Trust Division
Texas
$2.36M +$55.8K +2,096 +3%
SF
967
Slagle Financial
Illinois
$2.36M +$79.8K +2,999 +4%
CPW
968
Cove Private Wealth
New York
$2.36M +$31.8K +1,195 +1%
GI
969
GAMMA Investing
California
$2.35M +$334K +12,548 +18%
CT
970
Chicago Trust
Illinois
$2.35M +$124K +4,650 +6%
MIA
971
MainStreet Investment Advisors
Illinois
$2.34M -$218K -8,173 -9%
FNB
972
Farmers National Bank
Kentucky
$2.34M +$41.2K +1,546 +2%
OKSA
973
O'Keefe Stevens Advisory
New York
$2.34M +$105K +3,932 +5%
AFG
974
Atomi Financial Group
New York
$2.32M +$325K +12,196 +17%
BFA
975
Brendel Financial Advisors
New Hampshire
$2.31M -$167K -6,273 -7%