We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
APA
626
Astoria Portfolio Advisors
New York
$290K -$145K -536 -35%
WA
627
WBH Advisory
Maryland
$289K
UH
628
Unigestion Holding
Switzerland
$289K +$270K +1,000 New
CDH
629
Charles D. Hyman
$287K
LSAG
630
Lake Street Advisors Group
New Hampshire
$283K +$265K +981 New
KFS
631
Kaizen Financial Strategies
California
$283K
Lido Advisors
632
Lido Advisors
California
$282K +$32.1K +119 +14%
BIA
633
Beacon Investment Advisors
Maryland
$281K +$1.08K +4 +0.4%
2L
634
25 LLC
Missouri
$278K +$1.62K +6 +0.6%
PWP
635
Phillips Wealth Planners
Mississippi
$278K -$810 -3 -0.3%
BP
636
Ballentine Partners
Massachusetts
$274K +$13K +48 +5%
FTDI
637
First Trust Direct Indexing
Massachusetts
$272K +$38K +141 +18%
BWM
638
Blossom Wealth Management
California
$271K -$22.9K -85 -8%
MWPCG
639
Measured Wealth Private Client Group
New Hampshire
$269K
TW
640
TritonPoint Wealth
Maryland
$268K +$251K +929 New
IP
641
Isthmus Partners
Wisconsin
$268K +$250K +928 New
FL
642
Fort LP
Maryland
$267K -$21.3K -79 -8%
MCM
643
MAI Capital Management
Ohio
$267K -$50.2K -186 -17%
NSIM
644
North Star Investment Management
Illinois
$264K -$4.32K -16 -2%
CSPIA
645
Cary Street Partners Investment Advisory
Virginia
$263K +$155K +576 +172%
SC
646
Savant Capital
Illinois
$263K +$245K +909 New
FAN
647
Financial Advisors Network
California
$258K +$4.32K +16 +2%
FC
648
Fulcrum Capital
Washington
$258K
BCM
649
Brookstone Capital Management
Illinois
$258K
LWANC
650
Laurel Wealth Advisors (North Carolina)
North Carolina
$256K -$44K -163 -16%