We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TA
726
Tectonic Advisors
Texas
$1.25M -$117K -924 -9%
Focus Partners Wealth
727
Focus Partners Wealth
Massachusetts
$1.25M +$201K +1,580 +20%
BFA
728
Beacon Financial Advisory
Ohio
$1.25M +$1.21M +9,554 New
TPWM
729
Twelve Points Wealth Management
Massachusetts
$1.25M -$16K -126 -1%
BAAM
730
Baker Avenue Asset Management
California
$1.24M -$823K -6,475 -41%
WFG
731
Wills Financial Group
Virginia
$1.23M +$184K +1,451 +18%
BMWS
732
Brady Martz Wealth Solutions
North Dakota
$1.23M +$38.2K +301 +3%
BAM
733
Blueshift Asset Management
New Jersey
$1.23M -$1.3M -10,250 -52%
GIA
734
Guyasuta Investment Advisors
Pennsylvania
$1.22M -$208K -1,640 -15%
RWM
735
Ritholtz Wealth Management
New York
$1.22M +$93.1K +733 +8%
SFG
736
SevenBridge Financial Group
Pennsylvania
$1.22M -$41.9K -330 -4%
HTC
737
Haverford Trust Company
Pennsylvania
$1.21M -$230K -1,808 -16%
FCBT
738
First Citizens Bank & Trust
North Carolina
$1.2M -$107K -845 -8%
MWM
739
Modern Wealth Management
Kansas
$1.19M +$439K +3,453 +61%
OCBCO
740
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.19M +$206K +1,624 +22%
IAS
741
Insigneo Advisory Services
Florida
$1.19M +$28.2K +222 +3%
PFS
742
Physicians Financial Services
North Carolina
$1.19M -$12.6K -99 -1%
WG
743
Wealth Group
North Carolina
$1.19M +$856K +6,737 +288%
NAM
744
NorthCrest Asset Manangement
Minnesota
$1.19M +$125K +980 +12%
TE
745
Tema ETFs
New York
$1.18M +$111K +870 +11%
FCP
746
Fidelis Capital Partners
Florida
$1.18M +$505K +3,974 +78%
CC
747
Courier Capital
New York
$1.18M
FCA
748
FLC Capital Advisors
California
$1.18M -$71.3K -561 -6%
VI
749
Vestcor Inc
New Brunswick, Canada
$1.18M
DC
750
Davenport & Co
Virginia
$1.17M -$109K -860 -9%