We are live on ! Find out more
SHOP icon

Shopify

Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
651
Lake Street Private Wealth
Illinois
$421K +$152K +1,530 +59%
GPA
652
Garrison Point Advisors
California
$419K -$44.7K -450 -10%
ME
653
McIlrath & Eck
Washington
$416K
AF
654
Allworth Financial
California
$415K +$99.4K +1,000 +33%
VCP
655
Vista Capital Partners
Oregon
$414K
BSAM
656
Blue Square Asset Management
New York
$412K +$25.8K +260 +7%
CA
657
Cullinan Associates
Kentucky
$409K
FFA
658
Founders Financial Alliance
North Carolina
$409K +$398K +4,000 New
WA
659
Wealth Alliance
New York
$408K -$55.7K -560 -12%
BBHC
660
Brown Brothers Harriman & Co
New York
$405K
BO
661
BRR OpCo
Ohio
$405K
CIA
662
Capital Investment Advisors
Georgia
$403K -$353K -3,550 -47%
CCMT
663
CMT Capital Markets Trading
Germany
$403K
BG
664
Bollard Group
Massachusetts
$401K
PWPS
665
Pinnacle Wealth Planning Services
Ohio
$399K -$246K -2,470 -39%
CAN
666
Claraphi Advisory Network
United States
$394K +$63.6K +640 +20%
SA
667
Strategic Advisors
New York
$392K
WAG
668
Winthrop Advisory Group
Massachusetts
$392K +$79.5K +800 +27%
CRCM
669
Corbett Road Capital Management
Virginia
$391K -$89.5K -900 -19%
SAG
670
Spotlight Asset Group
Illinois
$388K
PWSG
671
Pacific Wealth Strategies Group
California
$385K +$374K +3,760 New
KLCM
672
KG&L Capital Management
Louisiana
$384K +$374K +3,760 New
PNC
673
Park National Corp
Ohio
$383K -$257K -2,590 -41%
MWA
674
MFA Wealth Advisors
Pennsylvania
$377K
Northwestern Mutual Wealth Management
675
Northwestern Mutual Wealth Management
Wisconsin
$377K +$19.9K +200 +6%