We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IA
801
Inspire Advisors
Idaho
$630K +$169K +4,853 +36%
LWA
802
Lineweaver Wealth Advisors
Ohio
$628K +$47.5K +1,365 +8%
ACM
803
Allred Capital Management
Texas
$628K +$635K +18,258 New
CICI
804
Capital Investment Counsel Inc
North Carolina
$621K +$3.48K +100 +0.6%
EPIMS
805
Evelyn Partners Investment Management Services
$620K -$170K -4,872 -21%
V
806
ViaWealth
Kansas
$613K -$16.8K -484 -3%
CFB
807
Cullen/Frost Bankers
Texas
$608K +$65.7K +1,889 +12%
PPW
808
Parcion Private Wealth
Washington
$607K +$3.48K +100 +0.6%
TNA
809
True North Advisors
Texas
$601K +$321K +9,221 +112%
BCCM
810
Bridge Creek Capital Management
Massachusetts
$600K
TW
811
TritonPoint Wealth
Maryland
$597K +$101K +2,908 +20%
ADL
812
Asset Dedication LLC
California
$596K
TCWA
813
Turtle Creek Wealth Advisors
Texas
$592K +$230K +6,600 +62%
OWA
814
Outlook Wealth Advisors
Texas
$587K +$594K +17,069 New
NRS
815
Neville Rodie & Shaw
New York
$584K +$23K +661 +4%
CNBT
816
Cornerstone National Bank & Trust
Illinois
$577K +$6.86K +197 +1%
LSV Asset Management
817
LSV Asset Management
Illinois
$577K
FHC
818
First Horizon Corporation
Tennessee
$575K +$582K +16,724 New
KWM
819
Kiker Wealth Management
Georgia
$568K -$12.3K -354 -2%
TCM
820
Twin Capital Management
Pennsylvania
$567K -$1.34M -38,506 -70%
PAM
821
Panagora Asset Management
Massachusetts
$565K -$2.64M -75,734 -82%
AWE
822
Avidian Wealth Enterprises
Texas
$561K +$37K +1,063 +7%
WA
823
Waverly Advisors
Alabama
$556K -$43.3K -1,244 -7%
ST
824
Spinnaker Trust
Maine
$556K -$4.52K -130 -0.8%
MFF
825
Michels Family Financial
Texas
$553K +$560K +16,096 New