We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
676
Spire Wealth Management
Virginia
$255K +$153K +1,910 +129%
TWM
677
TriaGen Wealth Management
California
$254K – – –
MFG
678
Magnus Financial Group
New York
$252K +$1.77K +22 +0.7%
FCH
679
Freestone Capital Holdings
Washington
$251K -$491K -6,112 -65%
FA
680
FC Advisory
Pennsylvania
$251K +$1.77K +22 +0.7%
LOAMS
681
Lombard Odier Asset Management (Switzerland)
Switzerland
$250K +$267K +3,322 New
AP
682
Atwood & Palmer
Missouri
$248K – – –
SG
683
Stonnington Group
California
$247K – – –
PP
684
Patten & Patten
Tennessee
$246K – – –
1SB
685
1ST Source Bank
Indiana
$243K -$3.05K -38 -1%
BP
686
Ballentine Partners
Massachusetts
$243K – – –
RPC
687
Rossmore Private Capital
Connecticut
$242K +$258K +3,216 New
CT
688
Caldwell Trust
Florida
$241K – – –
D.E. Shaw & Co
689
D.E. Shaw & Co
New York
$240K +$256K +3,190 New
CCA
690
Childress Capital Advisors
Texas
$238K +$3.69K +46 +1%
Lido Advisors
691
Lido Advisors
California
$237K +$7.07K +88 +3%
CWA
692
Centennial Wealth Advisory
Michigan
$237K +$53.6K +668 +27%
PPWM
693
PFG Private Wealth Management
Florida
$237K +$254K +3,158 New
CWS
694
Cypress Wealth Services
California
$236K -$188K -2,338 -43%
PAM
695
Premier Asset Management
Illinois
$236K -$162K -2,018 -42%
WPC
696
Wedmont Private Capital
Pennsylvania
$236K +$28.1K +350 +13%
BC
697
Burleson & Co
California
$235K – – –
PIA
698
Pinion Investment Advisors
Kansas
$234K – – –
HCM
699
Hodges Capital Management
Texas
$233K – – –
JC
700
Jacobs & Co
California
$233K – – –