We are live on ! Find out more
SHOP icon

Shopify
SHOP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
951
Choate Investment Advisors
Massachusetts
$427K -$120K -1,103 -20%
BP
952
Ballentine Partners
Massachusetts
$425K +$6.76K +62 +1%
RA
953
Riverstone Advisors
Texas
$424K +$484K +4,444 New
ATPW
954
Ashton Thomas Private Wealth
Arizona
$422K -$93.1K -854 -16%
UB
955
UMB Bank
Missouri
$422K -$92.5K -849 -16%
HIA
956
Harbor Investment Advisory
Maryland
$419K – – –
OS
957
Objectivity Squared
South Carolina
$418K – – –
FW
958
FullCircle Wealth
Texas
$418K +$12K +110 +3%
AC
959
ASB Consultores
Florida
$418K -$56.3K -517 -11%
CWA
960
Clarity Wealth Advisors
California
$414K -$109K -1,000 -19%
GCM
961
Graham Capital Management
Connecticut
$411K +$469K +4,303 New
CI
962
Ceera Investments
Texas
$408K – – –
LG
963
Leuthold Group
Minnesota
$407K +$465K +4,267 New
GS
964
GWN Securities
Florida
$399K +$456K +4,183 New
NIWA
965
New Insight Wealth Advisors
California
$397K -$4.36K -40 -1%
GT
966
Greenleaf Trust
Michigan
$396K +$22.7K +208 +5%
EWM
967
Evercore Wealth Management
New York
$395K -$545 -5 -0.1%
SAM
968
Secure Asset Management
Michigan
$390K +$2.18K +20 +0.5%
BBA
969
Baader Bank Aktiengesellschaft
Germany
$390K +$220K +2,016 +76%
FAN
970
Financial Advisors Network
California
$390K – – –
CWG
971
Cornerstone Wealth Group
North Carolina
$390K -$4.25K -39 -0.9%
USCWA
972
U.S. Capital Wealth Advisors
Texas
$386K -$183K -1,679 -29%
KMWM
973
Keudell/Morrison Wealth Management
Oregon
$385K -$2.62K -24 -0.6%
CCA
974
Conservest Capital Advisors
Pennsylvania
$384K – – –
TIAM2
975
Tru Independence Asset Management 2
Oregon
$382K – – –
37 38
39
40 41