We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CRC
151
Curi RMB Capital
Illinois
$472K
WP
152
WealthPLAN Partners
Nebraska
$465K +$332 +5 +0.1%
CSPIA
153
Cary Street Partners Investment Advisory
Virginia
$459K
CIA
154
Concurrent Investment Advisors
Florida
$437K +$5.05K +76 +1%
UIA
155
Ulland Investment Advisors
Minnesota
$435K +$96.4K +1,450 +29%
AWP
156
Avid Wealth Partners
Texas
$432K
WS
157
Wedbush Securities
California
$412K +$11K +166 +3%
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$406K -$74.8K -1,125 -16%
WAP
159
Wealthcare Advisory Partners
Pennsylvania
$405K -$206K -3,095 -34%
AHL
160
Abel Hall LLC
Louisiana
$405K
SN
161
Sittner & Nelson
Oregon
$405K
VPW
162
Vaquero Private Wealth
Texas
$405K +$399K +6,000 New
PI
163
PFG Investments
New York
$402K +$15.8K +237 +4%
DS
164
DRW Securities
Illinois
$397K +$391K +5,876 New
DT
165
Diversified Trust
Tennessee
$393K
ZWA
166
Zinnia Wealth Advisory
Florida
$390K -$17.8K -268 -4%
PFGIA
167
Patriot Financial Group Insurance Agency
Massachusetts
$390K -$378K -5,687 -50%
CCA
168
Corps Capital Advisors
Texas
$386K
CL
169
CSS LLC
Illinois
$382K -$33.2K -500 -8%
IAA
170
Independent Advisor Alliance
North Carolina
$381K -$79.8K -1,200 -18%
WIA
171
World Investment Advisors
California
$377K -$254K -3,818 -40%
CPG
172
Cornerstone Planning Group
New Jersey
$366K -$3.39K -51 -1%
AWA
173
Arkadios Wealth Advisors
Georgia
$360K +$8.24K +124 +2%
CIC
174
Carnegie Investment Counsel
Ohio
$355K -$66 -1 -0%
GCA
175
Genesee Capital Advisors
New York
$335K