We are live on ! Find out more
SHOP icon

Shopify
SHOP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
526
Capital Asset Advisory Services
Michigan
$815K -$73.6K -740 -8%
MOS
527
MGO One Seven
Ohio
$814K -$445K -4,480 -9%
OIA
528
OneDigital Investment Advisors
Kansas
$814K +$123K +1,240 +18%
LOAMS
529
Lombard Odier Asset Management (Switzerland)
Switzerland
$813K +$594K +5,970 New
RJT
530
Raymond James Trust
Florida
$802K +$187K +1,880 +32%
WSTAM
531
Wilbanks Smith & Thomas Asset Management
Virginia
$795K +$174K +1,750 +29%
BF
532
BOK Financial
Oklahoma
$793K +$770K +7,750 New
FCA
533
FinTrust Capital Advisors
South Carolina
$791K +$745K +7,490 +3,121%
SP
534
SWS Partners
Ohio
$790K +$81.5K +820 +12%
ACI
535
Alpha Cubed Investments
California
$780K -$202K -2,030 -21%
VWM
536
Vigilare Wealth Management
Arizona
$774K -$92.5K -930 -11%
PAI
537
Pittenger & Anderson Inc
Nebraska
$773K +$661K +6,650 +731%
BFEC
538
Benjamin F. Edwards & Company
Missouri
$764K -$77.5K -780 -9%
GWMIA
539
Global Wealth Management Investment Advisory
Florida
$764K +$743K +7,470 New
BFA
540
Benedict Financial Advisors
Georgia
$762K – – –
DWM
541
Dakota Wealth Management
Florida
$761K +$341K +3,430 +86%
CIAS
542
Capital Investment Advisory Services
North Carolina
$756K -$9.94K -100 -1%
ODIJL
543
One Day In July LLC
Vermont
$747K -$13.9K -140 -2%
IWP
544
Icon Wealth Partners
Texas
$747K +$101K +1,020 +16%
MA
545
Mutual Advisors
Nebraska
$739K +$90.5K +910 +14%
V
546
Veritable
Delaware
$732K -$128K -1,290 -15%
JGC
547
J. Goldman & Co
New York
$727K +$707K +7,110 New
FTC
548
Farmers Trust Company
Ohio
$723K +$6.96K +70 +1%
CA
549
Clearstead Advisors
Ohio
$723K +$597K +6,010 +567%
IFWM
550
Institute for Wealth Management
Colorado
$721K -$63.6K -640 -8%
20 21
22
23 24