We are live on ! Find out more
SHOP icon

Shopify

Name Holding Trade Value Shares
Change
Change in
Stake
APA
376
American Portfolios Advisors
New York
$420K +$14.5K +430 +4%
ACI
377
Alpha Cubed Investments
California
$419K -$23.7K -700 -6%
NSAM
378
North Star Asset Management
Wisconsin
$415K +$1.69K +50 +0.5%
BCA
379
Berman Capital Advisors
Georgia
$412K
OFS
380
OneAscent Financial Services
Alabama
$412K +$351K +10,370 New
WCAMG
381
Woodard & Company Asset Management Group
North Carolina
$411K +$349K +10,330 New
PWPS
382
Pinnacle Wealth Planning Services
Ohio
$404K -$13.5K -400 -4%
PNC
383
Park National Corp
Ohio
$404K +$338 +10 +0.1%
SCA
384
Snowden Capital Advisors
New York
$402K +$91.7K +2,710 +37%
SFS
385
Sowell Financial Services
Arkansas
$398K +$676 +20 +0.2%
BRWM
386
B. Riley Wealth Management
Tennessee
$393K +$8.46K +250 +3%
WAM
387
World Asset Management
Michigan
$391K -$69.3K -2,050 -17%
Mercer Global Advisors
388
Mercer Global Advisors
Colorado
$388K +$50.4K +1,490 +18%
LOAME
389
Lombard Odier Asset Management (Europe)
United Kingdom
$384K
BS
390
Banco Santander
Spain
$359K -$56.8K -1,680 -16%
SYBT
391
Stock Yards Bank & Trust
Kentucky
$358K -$33.8K -1,000 -10%
BAM
392
Belpointe Asset Management
Nevada
$357K -$99.4K -2,940 -25%
SPIA
393
Steward Partners Investment Advisory
New York
$353K +$3.04K +90 +1%
RIA
394
Realta Investment Advisors
Delaware
$350K -$5.07K -150 -1%
CLOS
395
Compagnie Lombard Odier SCmA
Switzerland
$349K -$406K -12,000 -58%
IA
396
IFP Advisors
Florida
$349K +$18.3K +540 +7%
MA
397
MONECO Advisors
Connecticut
$348K
IFWM
398
Institute for Wealth Management
Colorado
$348K +$2.37K +70 +0.8%
Cerity Partners
399
Cerity Partners
New York
$343K +$10.1K +300 +4%
CIA
400
Capital Investment Advisors
Georgia
$343K +$292K +8,620 New