We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
476
Apollon Wealth Management
South Carolina
$460K -$5.57K -26 -1%
PFPG
477
Pinnacle Financial Partners (Georgia)
Georgia
$459K -$29.6K -138 -6%
MCCP
478
Mission Creek Capital Partners
California
$459K -$172K -800 -27%
LF
479
Lee Financial
Texas
$454K -$657K -3,065 -59%
PWG
480
Portside Wealth Group
Utah
$452K +$69.9K +326 +18%
VWM
481
Venturi Wealth Management
Texas
$450K +$80.2K +374 +21%
GT
482
Glenview Trust
Kentucky
$450K -$55.5K -259 -11%
CI Investments Inc
483
CI Investments Inc
Ontario, Canada
$449K +$140K +655 +44%
GFA
484
Gallagher Fiduciary Advisors
Illinois
$448K -$31.1K -145 -6%
OFO
485
OneAscent Family Office
Alabama
$447K +$57.2K +267 +14%
PWP
486
Phillips Wealth Planners
Mississippi
$445K -$237K -1,105 -35%
CFO
487
Callan Family Office
Pennsylvania
$443K +$4.93K +23 +1%
YDMI
488
Y.D. More Investments
Israel
$442K +$450K +2,100 New
ATC
489
Argent Trust Co
Tennessee
$438K -$45.9K -214 -9%
FFO
490
Fiduciary Family Office
Florida
$434K -$18.2K -85 -4%
EWA
491
EP Wealth Advisors
California
$432K +$136K +632 +45%
AWAU
492
Alliance Wealth Advisors (Utah)
Utah
$423K +$22.3K +104 +5%
BHC
493
Bull Harbor Capital
Maryland
$419K +$96.9K +452 +29%
VI
494
Vestcor Inc
New Brunswick, Canada
$418K – – –
RP
495
Riverwater Partners
Wisconsin
$418K -$15K -70 -3%
SFI
496
Siemens Fonds Invest
Germany
$417K – – –
HWMG
497
Harbour Wealth Management Group
South Carolina
$413K +$11.6K +54 +3%
QCG
498
Quadrant Capital Group
Ohio
$410K -$42.7K -199 -9%
Blackstone Inc
499
Blackstone Inc
New York
$407K +$414K +1,933 New
KAS
500
Kestra Advisory Services
Texas
$405K -$46.1K -215 -10%