We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AG
851
Ascent Group
Virginia
$447K -$37.7K -512 -8%
HA
852
Hamel Associates
New Jersey
$446K
TTWM
853
TCV Trust & Wealth Management
Virginia
$446K -$29.5K -400 -6%
HP
854
Holistic Planning
Texas
$445K -$13.6K -184 -3%
BL
855
Balentine LLC
Georgia
$445K +$194K +2,640 +77%
OPCM
856
Osborne Partners Capital Management
California
$442K -$294K -3,985 -40%
AAIM
857
Asset Advisors Investment Management
Georgia
$441K
CC
858
Commons Capital
Massachusetts
$441K
SA
859
Strategic Advisors
New York
$441K
CIAS
860
Capital Investment Advisory Services
North Carolina
$440K +$884 +12 +0.2%
OIA
861
OneDigital Investment Advisors
Kansas
$439K -$70.1K -951 -14%
WAG
862
Wallace Advisory Group
California
$436K -$223K -3,028 -34%
ACM
863
Alessandra Capital Management
California
$435K +$436K +5,922 New
TCBWMS
864
Texas Capital Bank Wealth Management Services
Texas
$434K +$435K +5,905 New
ATC
865
Argent Trust Co
Tennessee
$434K -$36.4K -494 -8%
NAM
866
NorthCrest Asset Manangement
Minnesota
$432K +$141K +1,919 +50%
ECA
867
Elevated Capital Advisors
Utah
$432K +$1.62K +22 +0.4%
PMAM
868
Picton Mahoney Asset Management
Ontario, Canada
$429K +$854K +11,600 New
EPW
869
Elevated Private Wealth
Wisconsin
$425K +$427K +5,790 New
PWPS
870
Pinnacle Wealth Planning Services
Ohio
$423K -$5.6K -76 -1%
Balyasny Asset Management
871
Balyasny Asset Management
Illinois
$421K -$452K -6,131 -52%
STS
872
SG Trading Solutions
Utah
$419K +$420K +5,706 New
RC
873
Rexford Capital
Texas
$418K +$2.95K +40 +0.7%
MGIA
874
Moneta Group Investment Advisors
Missouri
$418K +$74.5K +1,012 +22%
WSC
875
Wellington Shields & Co
New York
$417K +$44.2K +600 +12%