We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CA
526
Crewe Advisors
Utah
$140K +$13.8K +68 +9%
TWI
527
Thomas White International
Illinois
$139K
AA
528
Ancora Advisors
Ohio
$136K
BAM
529
Belpointe Asset Management
Nevada
$132K +$60K +295 +59%
CLOS
530
Compagnie Lombard Odier SCmA
Switzerland
$125K
CF
531
Centaurus Financial
California
$118K +$11.2K +55 +8%
SC
532
SouthState Corp
Florida
$116K -$26.5K -130 -16%
SPWG
533
Sage Private Wealth Group
Illinois
$115K
BCWM
534
Bartlett & Co Wealth Management
Ohio
$115K -$43.3K -213 -37%
CFFP
535
Center for Financial Planning
Michigan
$112K
SIM
536
Sentry Investment Management
Wisconsin
$112K
GRP
537
Global Retirement Partners
California
$102K -$8.75K -43 -7%
HNB
538
Huntington National Bank
Ohio
$84K +$7.12K +35 +7%
KFI
539
Key Financial Inc
Pennsylvania
$81K
AF
540
Allworth Financial
California
$77K -$13.4K -66 -12%
AP
541
Arlington Partners
Alabama
$74K
NR
542
Newfound Research
Massachusetts
$72K -$5.29K -26 -6%
AAP
543
Arax Advisory Partners
Colorado
$71K +$2.44K +12 +3%
HI
544
Harbour Investments
Wisconsin
$61K
BC
545
Bartlett & Co
Ohio
$60K -$43.3K -213 -37%
SFO
546
Standard Family Office
South Dakota
$56K
BBHC
547
Brown Brothers Harriman & Co
New York
$48K +$26K +128 +81%
CI Investments Inc
548
CI Investments Inc
Ontario, Canada
$46K +$24.2K +119 +76%
HGERS
549
Householder Group Estate & Retirement Specialist
Arizona
$44K +$54.3K +267 New
AWM
550
AllSquare Wealth Management
New York
$43K +$52.3K +257 New