We are live on ! Find out more
RBC icon

RBC Bearings

Name Holding Trade Value Shares
Change
Change in
Stake
RA
526
Riversedge Advisors
Delaware
$263K +$243K +409 New
WHG
527
Westwood Holdings Group
Texas
$263K +$243K +408 New
PCP
528
Proficio Capital Partners
Massachusetts
$261K +$241K +405 New
Nisa Investment Advisors
529
Nisa Investment Advisors
Missouri
$260K -$2.03M -3,405 -89%
QFW
530
QTR Family Wealth
Florida
$256K +$236K +397 New
MBWA
531
Marin Bay Wealth Advisors
California
$254K -$4.17K -7 -2%
BNA
532
BankChampaign National Association
Illinois
$254K +$235K +394 New
MFWP
533
Mosaic Family Wealth Partners
Missouri
$254K +$235K +394 New
RSWM
534
Robertson Stephens Wealth Management
California
$253K -$25K -42 -10%
Cambridge Investment Research Advisors
535
Cambridge Investment Research Advisors
Iowa
$252K -$143K -241 -38%
KA
536
Klingman & Associates
New York
$252K -$8.33K -14 -3%
IA
537
IFC Advisors
California
$251K
PPWM
538
Paragon Private Wealth Management
Kentucky
$247K -$5.36K -9 -2%
IWM
539
IHT Wealth Management
Illinois
$242K -$25K -42 -10%
RWP
540
RWA Wealth Partners
Massachusetts
$238K
PCM
541
Prelude Capital Management
New York
$238K +$220K +370 New
GVAG
542
Great Valley Advisor Group
Delaware
$237K
GWM
543
Greenline Wealth Management
Florida
$234K +$217K +364 New
DWM
544
Drive Wealth Management
Utah
$233K +$215K +362 New
CBA
545
Coastal Bridge Advisors
Connecticut
$233K +$215K +361 New
XF
546
XML Financial
Maryland
$232K -$131K -220 -38%
MWM
547
Modern Wealth Management
Kansas
$232K +$214K +360 New
OFS
548
OneAscent Financial Services
Alabama
$232K -$10.7K -18 -5%
SFS
549
Sowell Financial Services
Arkansas
$231K -$37.5K -63 -15%
LWA
550
Legacy Wealth Advisors
Florida
$231K +$213K +358 New