We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
526
Cresset Asset Management
Illinois
$639K +$204K +1,925 +32%
BC
527
Bridgefront Capital
Texas
$638K +$836K +7,877 New
EPW
528
Elevated Private Wealth
Wisconsin
$638K +$836K +7,873 New
YCM
529
Yousif Capital Management
Michigan
$636K +$26.5K +250 +3%
UWS
530
Unique Wealth Strategies
Illinois
$627K +$822K +7,739 New
SFC
531
SYM Financial Corp
Indiana
$618K +$9.87K +93 +1%
EA
532
Emerald Advisers
Pennsylvania
$616K +$188K +1,771 +30%
AU
533
AlphaGrep UK
$616K +$807K +7,596 New
BFG
534
Beacon Financial Group
Texas
$607K -$42.3K -398 -5%
TWM
535
Thrive Wealth Management
Pennsylvania
$605K +$2.12K +20 +0.3%
IWC
536
Integrated Wealth Concepts
Massachusetts
$598K -$1.6M -15,109 -67%
FIA
537
FNY Investment Advisers
New York
$582K +$763K +7,186 New
CA
538
Clearstead Advisors
Ohio
$579K -$225K -2,119 -23%
AWA
539
Arkadios Wealth Advisors
Georgia
$577K +$570K +5,365 +307%
LNWTC
540
Laird Norton Wetherby Trust Company
Washington
$574K +$752K +7,084 New
CBA
541
Coastal Bridge Advisors
Connecticut
$563K -$41.5K -391 -5%
EAM
542
Eschler Asset Management
United Kingdom
$555K
NWAG
543
Net Worth Advisory Group
Utah
$545K +$457K +4,306 +178%
EI
544
EFG International
$543K +$712K +6,702 New
SWP
545
ShoreHaven Wealth Partners
New Jersey
$542K
WHG
546
Westwood Holdings Group
Texas
$539K -$54.1K -510 -7%
DWM
547
Destination Wealth Management
California
$539K +$20.7K +195 +3%
OC
548
Oppenheimer & Co
New York
$535K -$350K -3,292 -33%
GCM
549
Graham Capital Management
Connecticut
$534K -$738K -6,953 -51%
NWM
550
Northwest Wealth Management
Iowa
$518K +$140K +1,320 +26%