We are live on ! Find out more
SHOP icon

Shopify

Name Holding Trade Value Shares
Change
Change in
Stake
IAMOG
976
Investors Asset Management of Georgia
Georgia
$565K -$4.68K -41 -0.8%
BFS
977
BridgePort Financial Solutions
Iowa
$563K +$563K +4,930 New
TCM
978
Triumph Capital Management
Colorado
$562K -$110K -960 -16%
FPAS
979
Focus Partners Advisor Solutions
Missouri
$560K +$85.7K +751 +18%
KCM
980
KRS Capital Management
Michigan
$558K +$12.6K +110 +2%
SWTS
981
Stonehaven Wealth & Tax Solutions
Wisconsin
$557K +$210K +1,843 +61%
PWP
982
Precedent Wealth Partners
Texas
$556K -$21.8K -191 -4%
Capstone Investment Advisors
983
Capstone Investment Advisors
New York
$555K -$272K -2,384 -33%
CRC
984
Curi RMB Capital
Illinois
$550K +$61.1K +535 +12%
GCP
985
Gill Capital Partners
Colorado
$550K -$131K -1,150 -19%
SICM
986
Sustainable Insight Capital Management
New York
$549K -$628K -5,500 -53%
CB
987
CNB Bank
Pennsylvania
$540K -$114K -1,001 -17%
MAM
988
MWA Asset Management
Massachusetts
$538K -$222K -1,946 -29%
OWA
989
Octavia Wealth Advisors
Ohio
$536K -$52.3K -458 -9%
IIA
990
IPG Investment Advisors
California
$534K +$534K +4,681 New
WHG
991
Westwood Holdings Group
Texas
$534K -$35.4K -310 -6%
RE
992
Rydar Equities
Texas
$533K +$17.1K +150 +4%
NPA
993
Nichols & Pratt Advisers
Massachusetts
$533K
CCG
994
Capital CS Group
California
$533K +$175K +1,530 +49%
YWS
995
Yarger Wealth Strategies
Ohio
$532K +$29.6K +259 +6%
BHPW
996
Beverly Hills Private Wealth
California
$532K -$28.3K -248 -5%
EWA
997
EverSource Wealth Advisors
Alabama
$532K -$214K -1,875 -29%
WWM
998
Western Wealth Management
Colorado
$532K -$238K -2,088 -31%
NGA
999
Naples Global Advisors
Florida
$531K -$3.88K -34 -0.7%
KCM
1000
Kathmere Capital Management
Pennsylvania
$531K -$2.85K -25 -0.5%