We are live on ! Find out more
SHOP icon

Shopify

Name Holding Trade Value Shares
Change
Change in
Stake
SF
1276
Seros Financial
Arizona
$270K -$22.3K -195 -8%
E
1277
Evansbrook
Illinois
$269K -$78.3K -686 -23%
KP
1278
Keel Point
Alabama
$268K -$69.4K -608 -21%
LWM
1279
Laidlaw Wealth Management
New York
$268K +$27.4K +240 +11%
AGA
1280
Accuvest Global Advisors
Utah
$267K -$528K -4,627 -66%
JF
1281
JSF Financial
California
$266K -$5.71K -50 -2%
5NPW
1282
55 North Private Wealth
Florida
$266K -$4.91K -43 -2%
CWMK
1283
Caliber Wealth Management (Kansas)
Kansas
$266K +$456 +4 +0.2%
SHFA
1284
SS&H Financial Advisors
Michigan
$265K +$265K +2,320 New
HCP
1285
Hexagon Capital Partners
Arkansas
$264K +$25.6K +224 +11%
CAP
1286
Cordoba Advisory Partners
New York
$263K +$263K +2,306 New
ATFA
1287
All Terrain Financial Advisors
Minnesota
$263K – – –
EPW
1288
Evolve Private Wealth
California
$263K -$227K -1,989 -46%
ACM
1289
Aspen Capital Management
Idaho
$263K – – –
CCMG
1290
Clark Capital Management Group
Pennsylvania
$262K +$2.05K +18 +0.8%
RA
1291
Riverstone Advisors
Texas
$262K -$171K -1,500 -40%
GAM
1292
Gemmer Asset Management
California
$259K – – –
EWA
1293
Eagle Wealth Advisors
Connecticut
$258K +$39.4K +345 +18%
MAWA
1294
Moss Adams Wealth Advisors
Washington
$257K +$12.4K +109 +5%
CWWM
1295
Clear Wave Wealth Management
New Jersey
$256K +$14.3K +125 +6%
NAS
1296
NWF Advisory Services
California
$255K – – –
APP
1297
Avantax Planning Partners
Iowa
$254K +$44.3K +388 +21%
JIC
1298
Joel Isaacson & Co
New York
$254K +$254K +2,226 New
IPAM
1299
Investment Partners Asset Management
New Jersey
$254K +$571 +5 +0.2%
JC
1300
Jacobs & Co
California
$254K – – –