We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SC
501
Sapient Capital
Indiana
$282K +$261K +9,701 New
SMA
502
Sage Mountain Advisors
Georgia
$281K +$23.7K +883 +10%
AWM
503
Avior Wealth Management
Nebraska
$281K -$12K -448 -4%
CCC
504
Chesapeake Capital Corp
Florida
$278K +$259K +9,642 New
TCBWMS
505
Texas Capital Bank Wealth Management Services
Texas
$278K
WS
506
Wedbush Securities
California
$272K +$254K +9,456 New
CFG
507
Carter Financial Group
Illinois
$271K +$253K +9,421 New
KPWS
508
Kestra Private Wealth Services
Texas
$271K -$539K -20,049 -68%
DI
509
Disciplined Investors
Texas
$270K
ACM
510
Advisors Capital Management
New Jersey
$270K +$38.2K +1,420 +18%
TCA
511
Transcend Capital Advisors
New Jersey
$269K -$149K -5,526 -37%
SQA
512
Simon Quick Advisors
New Jersey
$261K +$19.6K +728 +9%
S
513
Sunpointe
Missouri
$258K -$108K -4,023 -31%
FIA
514
Foundations Investment Advisors
Arizona
$257K -$7.31K -272 -3%
HSBC Holdings
515
HSBC Holdings
United Kingdom
$256K +$240K +8,934 New
SW
516
SVB Wealth
Massachusetts
$256K -$72K -2,678 -23%
WA
517
Wealth Architects
California
$255K +$81 +3 +0%
RIL
518
Rothschild Investment LLC
Illinois
$255K +$64.5K +2,399 +37%
ISL
519
Ingalls & Snyder LLC
New York
$252K
AG
520
AlTi Global
New York
$250K -$1.88K -70 -0.8%
LSA
521
Lion Street Advisors
Texas
$250K +$58K +2,157 New
FTWA
522
Fifth Third Wealth Advisors
Ohio
$249K -$29.4K -1,092 -11%
AGA
523
Accuvest Global Advisors
Utah
$248K -$440K -16,356 -65%
DAS
524
Dynamic Advisor Solutions
Arizona
$246K +$1.8K +67 +0.8%
ASN
525
Advisory Services Network
Georgia
$245K +$228K +8,494 New