We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
526
Concurrent Investment Advisors
Florida
$215K +$196K +1,104 New
FLPIM
527
F.L. Putnam Investment Management
Massachusetts
$215K +$195K +1,100 New
MFG
528
Merit Financial Group
Georgia
$214K +$207K +1,168 New
EWM
529
Endowment Wealth Management
Wisconsin
$214K -$76.6K -431 -28%
C
530
Certuity
Florida
$214K +$195K +1,097 New
EWA
531
EverSource Wealth Advisors
Alabama
$213K +$49.9K +281 +31%
WPC
532
Wedmont Private Capital
Pennsylvania
$212K +$201K +1,130 New
BWP
533
BSW Wealth Partners
Colorado
$211K +$192K +1,083 New
SPC
534
Stewart & Patten Company
California
$211K +$192K +1,082 New
TIAA Trust, National Association
535
TIAA Trust, National Association
North Carolina
$209K +$191K +1,074 New
FHA
536
First Horizon Advisors
Tennessee
$209K -$3.91K -22 -2%
BAMF
537
BI Asset Management Fondsmaeglerselskab
Denmark
$209K -$1.98M -11,138 -91%
FFO
538
Fiduciary Family Office
Florida
$209K +$190K +1,071 New
KPWS
539
Kestra Private Wealth Services
Texas
$208K +$189K +1,065 New
FCA
540
FLC Capital Advisors
California
$207K +$188K +1,059 New
CPA
541
Capital Planning Advisors
California
$206K +$188K +1,058 New
X
542
Xponance
Pennsylvania
$206K +$187K +1,054 New
FTUS
543
Flow Traders U.S.
New York
$205K +$186K +1,049 New
KMWM
544
Keudell/Morrison Wealth Management
Oregon
$205K +$187K +1,051 New
FG
545
Foster Group
Iowa
$204K +$185K +1,044 New
CAMG
546
CWA Asset Management Group
Florida
$203K +$185K +1,043 New
IWM
547
IHT Wealth Management
Illinois
$203K +$185K +1,040 New
FTWA
548
Fifth Third Wealth Advisors
Ohio
$202K +$184K +1,035 New
JSW
549
Journey Strategic Wealth
New Jersey
$201K +$184K +1,033 New
TPI
550
Trust Point Inc
Wisconsin
$201K -$77.6K -437 -30%