We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SS
926
Simplicity Solutions
Minnesota
$323K -$4.18K -57 -1%
AF
927
Allworth Financial
California
$322K +$5.87K +80 +2%
CCFCSB
928
Cape Cod Five Cents Savings Bank
Massachusetts
$322K +$42.6K +581 +17%
QCM
929
Quest Capital Management
Texas
$321K -$8.66K -118 -3%
WB
930
Webster Bank
Connecticut
$321K +$117K +1,600 +65%
SCM
931
Stellar Capital Management
Arizona
$319K +$2.57K +35 +0.9%
IA
932
IFP Advisors
Florida
$319K +$298K +4,063 New
LA
933
Legacy Advisors
Pennsylvania
$318K
SHGA
934
Sand Hill Global Advisors
California
$318K
IFWM
935
Institute for Wealth Management
Colorado
$316K -$403K -5,495 -58%
HR
936
Hayden Royal
North Carolina
$316K +$48.5K +661 +20%
HSWM
937
Hubbell Strickland Wealth Management
Louisiana
$313K +$289K +3,939 New
BOPW
938
Brandywine Oak Private Wealth
Pennsylvania
$310K -$6.31K -86 -2%
MC
939
Mathes Company
New York
$310K
BAM
940
Belpointe Asset Management
Nevada
$308K +$11.9K +162 +4%
SCM
941
Schnieders Capital Management
California
$307K
SIA
942
Starfire Investment Advisers
Michigan
$307K
FM
943
Foster & Motley
Ohio
$305K +$282K +3,842 New
AAS
944
Avantax Advisory Services
Texas
$304K +$32.9K +448 +13%
CFA
945
Carroll Financial Associates
North Carolina
$303K -$46.8K -637 -14%
RCA
946
Rowland Carmichael Advisors
Arizona
$303K +$5.07K +69 +2%
BRWM
947
B. Riley Wealth Management
Tennessee
$302K +$514 +7 +0.2%
SFA
948
Sequoia Financial Advisors
Ohio
$301K -$81.3K -1,108 -23%
MCM
949
Mengis Capital Management
Oregon
$301K
OC
950
Oakworth Capital
Alabama
$301K