We are live on ! Find out more
SHOP icon

Shopify
SHOP

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
901
Arax Advisory Partners
Colorado
$202K -$31.7K -561 -15%
WAAG
902
Wealth Alliance Advisory Group
Kansas
$202K +$177K +3,130 New
BWA
903
Blodgett Wealth Advisors
California
$202K +$177K +3,125 New
GT
904
Glenview Trust
Kentucky
$202K +$176K +3,120 New
FSA
905
Fort Sheridan Advisors
Illinois
$201K +$176K +3,110 New
FNBT
906
FineMark National Bank & Trust
Florida
$200K +$175K +3,103 New
BBHC
907
Brown Brothers Harriman & Co
New York
$200K -$3.73K -66 -2%
TSWM
908
Tyler-Stone Wealth Management
Ohio
$198K +$173K +3,060 New
MAM
909
Magellan Asset Management
Australia
$197K -$18.6K -329 -10%
CCM
910
Chilton Capital Management
Texas
$194K – – –
PPWM
911
PFG Private Wealth Management
Florida
$181K -$72.3K -1,279 -31%
GFPC
912
Global Financial Private Client
Florida
$175K – – –
FA
913
Fiduciary Alliance
South Carolina
$163K +$142K +2,517 New
HCM
914
Hollencrest Capital Management
California
$160K -$10.6K -188 -7%
FWM
915
Focused Wealth Management
New York
$157K -$67.8K -1,200 -33%
TWM
916
Tradition Wealth Management
Minnesota
$154K +$10.5K +185 +8%
SFFS
917
Stonehage Fleming Financial Services
Jersey
$153K -$17K -300 -6%
ATFA
918
All Terrain Financial Advisors
Minnesota
$149K +$130K +2,305 New
PP
919
PFS Partners
New Jersey
$140K – – –
VWM
920
Valley Wealth Managers
New Jersey
$139K – – –
WP
921
WealthPLAN Partners
Nebraska
$135K -$28.3K -500 -19%
NECFA
922
New England Capital Financial Advisors
Connecticut
$130K -$56.5K -1,000 -33%
GG
923
Gleason Group
Kentucky
$129K – – –
BCV
924
Banque Cantonale Vaudoise
Switzerland
$129K +$101K +1,786 +812%
BCMLT
925
Beacon Capital Management LLC (Tennessee)
Tennessee
$128K +$6.5K +115 +6%
35 36
37
38 39