We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
401
Patriot Financial Group Insurance Agency
Massachusetts
$44K +$44K +349 +759%
FEG
402
Financial Enhancement Group
Indiana
$43K – – –
CCA
403
Column Capital Advisors
Indiana
$42K +$1.39K +11 +3%
RDWM
404
Red Door Wealth Management
Tennessee
$42K +$48.3K +383 New
CFG
405
Citizens Financial Group
Rhode Island
$41K +$2.02K +16 +5%
FCA
406
FinTrust Capital Advisors
South Carolina
$37K -$757 -6 -2%
OC
407
Oakworth Capital
Alabama
$37K – – –
EDRH
408
Edmond de Rothschild Holding
Switzerland
$36K +$41.6K +330 New
SSB
409
Sandy Spring Bank
Maryland
$35K -$2.65K -21 -6%
WTC
410
WhitTier Trust Company
Nevada
$35K – – –
NSIM
411
North Star Investment Management
Illinois
$33K – – –
EIP
412
Ellis Investment Partners
Pennsylvania
$33K +$5.04K +40 +14%
SIM
413
Sonora Investment Management
Arizona
$32K – – –
BFEC
414
Benjamin F. Edwards & Company
Missouri
$31K – – –
KPW
415
Kore Private Wealth
New York
$31K +$27.7K +220 +367%
BWL
416
Bogart Wealth LLC
Virginia
$30K – – –
LWM
417
Liberty Wealth Management
California
$29K -$8.83K -70 -21%
GRP
418
Global Retirement Partners
California
$28K – – –
POIA
419
Pin Oak Investment Advisors
Texas
$28K – – –
BAM
420
Bellevue Asset Management
Washington
$26K – – –
OPS
421
Orion Portfolio Solutions
Nebraska
$25K -$5.3K -42 -15%
WT
422
Washington Trust
Rhode Island
$25K +$27.7K +220 New
Schroder Investment Management Group
423
Schroder Investment Management Group
United Kingdom
$24K +$1.89K +15 +7%
EP
424
Eudaimonia Partners
Tennessee
$24K +$4.54K +36 +20%
TWA
425
TCI Wealth Advisors
Arizona
$23K -$31.4K -249 -54%