We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
751
Investment Advisory Services
Texas
$319K +$9.05K +316 +3%
MIM
752
Montgomery Investment Management
Maryland
$318K
PWMG
753
Prestige Wealth Management Group
New Jersey
$318K +$34.1K +1,190 +12%
HH
754
Hilltop Holdings
Texas
$317K +$10.1K +351 +3%
HAG
755
HighPoint Advisor Group
Illinois
$316K +$15.7K +548 +5%
AP
756
Americana Partners
Texas
$311K +$301K +10,512 New
TI
757
Tidal Investments
Wisconsin
$308K -$117K -4,089 -28%
MIC
758
Meridian Investment Counsel
California
$308K -$31.5K -1,100 -10%
NFC
759
Northeast Financial Consultants
Connecticut
$306K
SVWAG
760
Sound View Wealth Advisors Group
Georgia
$306K +$3.09K +108 +1%
NAS
761
Nicolet Advisory Services
Wisconsin
$304K +$37.8K +1,319 +15%
FI
762
Fosun International
China
$303K
GDP
763
Great Diamond Partners
Maine
$302K -$774 -27 -0.3%
GC
764
GFG Capital
Florida
$300K
WP
765
WealthSource Partners
California
$300K +$26.9K +940 +10%
QPWM
766
Quadrant Private Wealth Management
Pennsylvania
$299K -$29.6K -1,034 -9%
BCM
767
Bourgeon Capital Management
Connecticut
$296K
CI
768
Clal Insurance
Israel
$296K
SCM
769
Salem Capital Management
Massachusetts
$296K
SCP
770
Silverleafe Capital Partners
Tennessee
$296K
KA
771
KLCM Advisors
Wisconsin
$295K +$2.87K +100 +1%
OFG
772
Oxford Financial Group
Indiana
$294K +$4.44K +155 +2%
MC
773
MRJ Capital
New York
$293K
RWB
774
RMR Wealth Builders
New Jersey
$292K
RFO
775
RiverGlades Family Offices
Florida
$290K +$101K +3,519 +56%