We are live on ! Find out more
SAP icon

SAP
SAP

Name Holding Trade Value Shares
Change 		Change in
Stake
AGC
501
Aspen Grove Capital
Colorado
$363K -$71.4K -336 -17%
FPCP
502
Fort Point Capital Partners
California
$360K +$122K +573 +57%
NWAG
503
Net Worth Advisory Group
Utah
$360K +$334K +1,573 New
CAMG
504
CWA Asset Management Group
Florida
$356K +$330K +1,553 New
PTC
505
Private Trust Company
Ohio
$355K -$25.3K -119 -7%
WAG
506
Wallace Advisory Group
California
$355K -$7.44K -35 -2%
AA
507
Addison Advisors
Vermont
$353K -$311K -1,463 -49%
ONB
508
Old National Bancorp
Indiana
$348K -$90.6K -426 -22%
CA
509
CoreCap Advisors
Michigan
$348K +$323K +1,518 New
OFS
510
OneAscent Financial Services
Alabama
$346K +$321K +1,509 New
RCA
511
Resonant Capital Advisors
Wisconsin
$345K +$1.7K +8 +0.5%
BDFN
512
Bond & Devick Financial Network
Minnesota
$344K – – –
TPCW
513
TD Private Client Wealth
New York
$339K -$89.7K -422 -22%
SWP
514
Strategic Wealth Partners
Ohio
$337K – – –
SQA
515
Simon Quick Advisors
New Jersey
$333K +$26.8K +126 +9%
WRPWM
516
Werba Rubin Papier Wealth Management
California
$333K +$46.8K +220 +18%
SL
517
Summitry LLC
California
$329K -$120K -564 -28%
X
518
Xponance
Pennsylvania
$329K +$34.4K +162 +13%
CA
519
Claro Advisors
Massachusetts
$326K -$1.28K -6 -0.4%
BBHC
520
Brown Brothers Harriman & Co
New York
$326K +$4.68K +22 +2%
AWM
521
Angeles Wealth Management
California
$323K -$94.6K -445 -24%
EWA
522
EverSource Wealth Advisors
Alabama
$321K +$17.2K +81 +6%
PA
523
Pinnacle Associates
New York
$321K -$6.59K -31 -1%
PAG
524
Private Advisory Group
Washington
$320K -$3.49M -16,438 -92%
DWP
525
Daymark Wealth Partners
Ohio
$316K +$1.7K +8 +0.6%
19 20
21
22 23