We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1101
Mission Wealth Management
California
$544K -$14.9K -261 -3%
GM
1102
GeoWealth Management
Illinois
$542K +$506K +8,830 New
LIM
1103
Leavell Investment Management
Alabama
$540K +$21.8K +380 +5%
FIM
1104
Fernwood Investment Management
Massachusetts
$539K +$1.15K +20 +0.2%
ODG
1105
O'Dell Group
Ohio
$537K -$32K -559 -6%
CSPIA
1106
Cary Street Partners Investment Advisory
Virginia
$537K -$618K -10,789 -55%
RBFC
1107
Roman Butler Fullerton & Co
Missouri
$535K -$41.5K -725 -8%
PWP
1108
Perfromance Wealth Partners
Illinois
$528K -$200K -3,500 -29%
HFRG
1109
Houlihan Financial Resource Group
Virginia
$528K -$306K -5,347 -38%
IUHSA
1110
Itau Unibanco Holding S.A.
Brazil
$526K +$410K +7,158 +509%
CIG
1111
Cullen Investment Group
Louisiana
$525K +$490K +8,556 New
TC
1112
Trust Company
Kansas
$525K +$331K +5,777 +208%
BJL
1113
Brighton Jones LLC
Washington
$524K -$1.49K -26 -0.3%
CH
1114
Canton Hathaway
Rhode Island
$524K -$200K -3,485 -29%
PVI
1115
Pine Valley Investments
New Jersey
$520K -$270K -4,719 -36%
CQS
1116
Credential Qtrade Securities
$519K -$57.6K -1,006 -11%
PA
1117
Probity Advisors
Texas
$518K -$7.85K -137 -2%
MFS
1118
Mirabella Financial Services
United Kingdom
$515K +$250K +4,359 +108%
CCG
1119
Ceeto Capital Group
Florida
$514K -$23.2K -405 -5%
SAM
1120
Sompo Asset Management
Japan
$513K +$8.59K +150 +2%
AWP
1121
Accretive Wealth Partners
New Jersey
$511K -$5.1K -89 -1%
IAN
1122
Integrated Advisors Network
Texas
$511K +$2.06K +36 +0.4%
Focus Partners Wealth
1123
Focus Partners Wealth
Massachusetts
$510K +$476K +8,308 New
FFO
1124
Fiduciary Family Office
Florida
$509K +$474K +8,282 New
WA
1125
Wealth Alliance
New York
$509K -$120K -2,095 -20%