We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CP
226
Covenant Partners
Tennessee
$953K +$710K +13,741 +285%
SCA
227
Snowden Capital Advisors
New York
$952K +$779K +15,093 +436%
KLC
228
Knowledge Leaders Capital
Colorado
$945K
LOPW
229
Live Oak Private Wealth
North Carolina
$943K +$70.4K +1,363 +8%
KAS
230
Kestra Advisory Services
Texas
$942K +$41.8K +810 +5%
CAN
231
Cetera Advisor Networks
California
$942K +$118K +2,287 +14%
4WM
232
44 Wealth Management
Oregon
$941K -$4.6K -89 -0.5%
SI
233
Stephens Inc
Arkansas
$937K -$326K -6,317 -26%
DIP
234
DT Investment Partners
Pennsylvania
$927K +$8.62K +167 +0.9%
SPIA
235
Steward Partners Investment Advisory
New York
$919K +$5.63K +109 +0.6%
SW
236
SVB Wealth
Massachusetts
$905K +$248K +4,800 +37%
BAM
237
Belpointe Asset Management
Nevada
$890K +$116K +2,251 +15%
BFG
238
Beacon Financial Group
Texas
$881K -$3.05K -59 -0.3%
PG
239
Patten Group
Tennessee
$878K -$22.4K -433 -2%
CG
240
Caprock Group
Idaho
$877K +$341K +6,611 +63%
BFS
241
Bard Financial Services
Connecticut
$869K +$55.5K +1,075 +7%
GT
242
Glenmede Trust
Pennsylvania
$867K +$58.2K +1,127 +7%
ATC
243
Argent Trust Co
Tennessee
$861K -$17.5K -339 -2%
IAN
244
Integrated Advisors Network
Texas
$861K +$866K +16,769 New
WW
245
Waterfront Wealth
Kansas
$853K +$62.5K +1,210 +9%
QT
246
Quantamental Technologies
New York
$853K +$858K +16,621 New
DWT
247
Dorsey & Whitney Trust
South Dakota
$851K +$35.6K +690 +4%
BAM
248
Bruderman Asset Management
New York
$846K -$766K -14,830 -47%
AWM
249
Altium Wealth Management
New York
$846K +$227K +4,395 +36%
RCG
250
Regatta Capital Group
California
$841K -$25.5K -493 -3%