We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
STA
151
Summit Trail Advisors
New York
$349K -$101K -5,571 -25%
FDCDDQ
152
Federation des caisses Desjardins du Quebec
Quebec, Canada
$341K +$5.87K +323 +2%
DI
153
Diligent Investors
California
$339K -$36.8K -2,026 -11%
GCM
154
Gallacher Capital Management
Colorado
$337K +$3.98K +219 +1%
SI
155
Stephens Inc
Arkansas
$336K +$37.1K +2,038 +14%
RJFSA
156
Raymond James Financial Services Advisors
Florida
$318K +$19.1K +1,051 +7%
FTA
157
Financial & Tax Architects
Missouri
$315K -$15.6K -857 -5%
KOC
158
Koss-Olinger Consulting
Florida
$310K
XT
159
XTX Topco
Cayman Islands
$300K +$262K +14,399 New
KAS
160
Kestra Advisory Services
Texas
$290K +$6.86K +377 +3%
MC
161
Moors & Cabot
Massachusetts
$285K +$2.84K +156 +1%
PWPS
162
Pinnacle Wealth Planning Services
Ohio
$275K +$27.3K +1,499 +13%
SWS
163
SYSTM Wealth Solutions
Illinois
$267K +$233K +12,816 New
CAM
164
Cresset Asset Management
Illinois
$266K +$20K +1,102 +9%
DWT
165
Dorsey & Whitney Trust
South Dakota
$265K +$12.5K +687 +6%
SCA
166
Snowden Capital Advisors
New York
$264K -$30.4K -1,673 -12%
USCWA
167
U.S. Capital Wealth Advisors
Texas
$263K +$230K +12,624 New
AWM
168
Apollon Wealth Management
South Carolina
$261K +$228K +12,523 New
NAS
169
Nicolet Advisory Services
Wisconsin
$261K -$10.1K -554 -4%
IB
170
Intrust Bank
Kansas
$253K +$220K +12,111 New
CTC
171
Cetera Trust Company
Minnesota
$244K +$213K +11,710 New
KP
172
Kitching Partners
Pennsylvania
$244K +$212K +11,678 New
BPA
173
Beacon Pointe Advisors
California
$241K +$210K +11,543 New
IA
174
IFP Advisors
Florida
$239K +$473 +26 +0.2%
BCM
175
Bayesian Capital Management
New York
$234K +$204K +11,224 New