We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KPW
1601
Kore Private Wealth
New York
$1.14M +$326K +1,150 +36%
EP
1602
Eudaimonia Partners
Tennessee
$1.13M -$11.3K -40 -0.9%
SXL
1603
Summit X LLC
Missouri
$1.13M +$82.8K +292 +7%
WA
1604
Wealth Alliance
New York
$1.13M +$99.6K +351 +9%
FBFS
1605
First Business Financial Services
Wisconsin
$1.12M
HPWM
1606
Highland Private Wealth Management
Washington
$1.12M -$11.3K -40 -0.9%
LA
1607
Latitude Advisors
Florida
$1.12M +$574K +2,022 +89%
JFA
1608
Johanson Financial Advisors
California
$1.11M +$4.26K +15 +0.4%
GAA
1609
Green Alpha Advisors
Colorado
$1.11M +$58.2K +205 +5%
GFG
1610
Greystone Financial Group
Michigan
$1.11M -$81.7K -288 -6%
BP
1611
BBR Partners
New York
$1.1M -$97.9K -345 -8%
JCM
1612
Jacobi Capital Management
Pennsylvania
$1.1M +$458K +1,615 +62%
IF
1613
Intrua Financial
Texas
$1.1M +$210K +739 +19%
LCM
1614
LCM Capital Management
Illinois
$1.1M -$23.5K -83 -2%
CWM
1615
Circle Wealth Management
New Jersey
$1.1M +$81.7K +288 +7%
TWI
1616
Thomas White International
Illinois
$1.1M
ICG
1617
InterOcean Capital Group
Tennessee
$1.09M -$334K -1,177 -22%
MIM
1618
Merrion Investment Management
New Jersey
$1.09M
VFA
1619
Voya Financial Advisors
Connecticut
$1.09M -$74.6K -263 -6%
TCBWMS
1620
Texas Capital Bank Wealth Management Services
Texas
$1.09M +$507K +1,787 +75%
GIM
1621
Groesbeck Investment Management
New Jersey
$1.08M -$56.7K -200 -5%
ITIM
1622
Indiana Trust & Investment Management
Indiana
$1.08M +$447K +1,574 +61%
DBIA
1623
Dumont & Blake Investment Advisors
New Jersey
$1.08M +$4.82K +17 +0.4%
EAM
1624
Evanson Asset Management
California
$1.07M +$10.2K +36 +1%
BAM
1625
Blueshift Asset Management
New Jersey
$1.06M +$1.16M +4,071 New