We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
126
Callan Family Office
Pennsylvania
$189K -$16.8K -1,136 -9%
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$170K +$158K +10,701 New
MWM
128
Modern Wealth Management
Kansas
$168K +$156K +10,546 New
BWA
129
Basecamp Wealth Advisors
Washington
$149K +$4.17K +282 +3%
GI
130
GAMMA Investing
California
$141K +$40.3K +2,727 +44%
EWA
131
EverSource Wealth Advisors
Alabama
$128K -$77.9K -5,268 -39%
PWPS
132
Pinnacle Wealth Planning Services
Ohio
$119K +$3.25K +220 +3%
SAM
133
Smartleaf Asset Management
Massachusetts
$117K
Royal Bank of Canada
134
Royal Bank of Canada
Ontario, Canada
$104K +$13.3K +902 +16%
FFA
135
Farther Finance Advisors
California
$102K +$37.3K +2,520 +65%
HNB
136
Hilltop National Bank
Wyoming
$88.7K
Osaic Holdings
137
Osaic Holdings
Arizona
$81.3K +$35.7K +2,416 +89%
BTI
138
Blue Trust Inc
Georgia
$61.5K -$2.54K -172 -4%
CH
139
Cromwell Holdings
Wyoming
$59.8K
Wells Fargo
140
Wells Fargo
California
$57.8K -$7.53K -509 -12%
CA
141
Clearstead Advisors
Ohio
$49K +$45.6K +3,086 New
LFG
142
Larson Financial Group
Missouri
$37.9K +$19.1K +1,290 +118%
BBHC
143
Brown Brothers Harriman & Co
New York
$31.4K +$5.96K +403 +26%
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$30.7K +$3.56K +241 +14%
AAP
145
Arax Advisory Partners
Colorado
$29.3K +$26.1K +1,767 +2,388%
RIL
146
Rothschild Investment LLC
Illinois
$26.9K +$1.06K +72 +4%
W
147
WealthCollab
Washington
$26.3K -$1.32K -89 -5%
AssetMark Inc
148
AssetMark Inc
California
$24.9K +$5.74K +388 +33%
IWC
149
Integrated Wealth Concepts
Massachusetts
$19.4K +$18.1K +1,223 New
Citigroup
150
Citigroup
New York
$18.5K +$2.5K +169 +17%