We are live on ! Find out more
SHOP icon

Shopify

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
701
Cornerstone Wealth Management
Missouri
$531K +$33.6K +320 +7%
FBT
702
First Bank & Trust
South Dakota
$527K -$18.9K -180 -4%
CW
703
CreativeOne Wealth
Kansas
$524K +$486K +4,630 New
WJA
704
Willis Johnson & Associates
Texas
$522K +$484K +4,610 New
OFS
705
OneAscent Financial Services
Alabama
$521K -$423K -4,030 -47%
AW
706
ACG Wealth
Georgia
$517K +$480K +4,570 New
LC
707
Lindbrook Capital
California
$516K +$2.1K +20 +0.4%
CCA
708
Checchi Capital Advisers
California
$515K +$138K +1,310 +40%
FM
709
Family Management
New York
$513K +$10.5K +100 +2%
C
710
Certuity
Florida
$513K +$182K +1,730 +62%
SIA
711
Soltis Investment Advisors
Utah
$511K +$30.4K +290 +7%
FFA
712
Founders Financial Alliance
North Carolina
$511K +$54.6K +520 +13%
CCM
713
Coldstream Capital Management
Washington
$509K -$153K -1,460 -24%
HIMC
714
Heritage Investors Management Corp
Maryland
$509K
OWP
715
Obermeyer Wealth Partners
Colorado
$509K
BAM
716
Belpointe Asset Management
Nevada
$507K -$748K -7,130 -61%
BNP Paribas Asset Management
717
BNP Paribas Asset Management
France
$507K +$186K +1,770 +65%
LWM
718
Laidlaw Wealth Management
New York
$501K +$195K +1,860 +72%
BIAS
719
Beacon Investment Advisory Services
New Jersey
$499K +$209K +1,990 +82%
PFG
720
PAX Financial Group
Texas
$499K +$463K +4,410 New
IA
721
IFP Advisors
Florida
$491K +$160K +1,520 +52%
RRA
722
Round Rock Advisors
Connecticut
$491K +$456K +4,340 New
AMM
723
American Money Management
California
$483K +$448K +4,270 New
TCM
724
Traynor Capital Management
Pennsylvania
$479K +$4.2K +40 +1%
RWM
725
Ritholtz Wealth Management
New York
$479K +$147K +1,400 +49%