We are live on ! Find out more
RF icon

Regions Financial
RF

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
776
Sandro Wealth Management
New Jersey
$275K +$3.59K +128 +1%
CA
777
Continuum Advisory
Idaho
$274K +$1.24K +44 +0.5%
EA
778
Everpar Advisors
Oklahoma
$273K +$12.7K +451 +5%
SGCA
779
Steel Grove Capital Advisors
Tennessee
$270K – – –
VF
780
Virtu Financial
New York
$270K +$251K +8,927 New
DE
781
Diversified Enterprises
Delaware
$270K +$11.3K +401 +5%
MIM
782
Montgomery Investment Management
Maryland
$269K +$168 +6 +0.1%
PDL
783
Portfolio Design Labs
California
$268K -$505 -18 -0.2%
SG
784
StoneX Group
New York
$266K +$246K +8,751 New
PL
785
Plancorp LLC
Missouri
$266K -$479K -17,060 -67%
CA
786
Carson Advisory
Georgia
$266K – – –
CAG
787
Crestwood Advisors Group
Massachusetts
$265K +$247K +8,789 New
AC
788
AlphaCore Capital
California
$265K +$246K +8,757 New
MW
789
MBL Wealth
North Carolina
$264K +$11.8K +422 +5%
FWI
790
Facet Wealth Inc
Maryland
$264K +$11.5K +410 +5%
SCTC
791
Sanibel Captiva Trust Company
Florida
$262K +$7.21K +257 +3%
VT
792
Volterra Technologies
New York
$261K -$187K -6,674 -44%
CAM
793
Cidel Asset Management
Ontario, Canada
$256K – – –
IJWM
794
Inman Jager Wealth Management
Mississippi
$255K – – –
HPM
795
Hoxton Planning & Management
West Virginia
$254K +$236K +8,425 New
AG
796
AlTi Global
New York
$252K +$8.03K +286 +4%
SIC
797
Samalin Investment Counsel
New York
$252K -$37.2K -1,327 -14%
LS
798
Livforsakringsbolaget Skandia
Sweden
$250K – – –
ATPW
799
Ashton Thomas Private Wealth
Arizona
$250K -$365 -13 -0.2%
SHWM
800
Smith & Howard Wealth Management
Georgia
$248K – – –
30 31
32
33 34