We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
951
Triangle Securities Wealth Management
North Carolina
$1.05M -$8.31K -53 -0.7%
FNBT
952
FineMark National Bank & Trust
Florida
$1.05M -$41.3K -263 -4%
1IA
953
1834 Investment Advisors
Wisconsin
$1.04M +$69.5K +443 +7%
CWM
954
Curi Wealth Management
North Carolina
$1.04M +$70.3K +448 +7%
EWM
955
Executive Wealth Management
Michigan
$1.04M +$936K +5,968 +582%
TYCC
956
Texas Yale Capital Corp
Florida
$1.04M +$16.8K +107 +2%
RA
957
RFG Advisory
Alabama
$1.04M -$280K -1,784 -23%
Wellington Management Group
958
Wellington Management Group
Massachusetts
$1.03M +$154K +983 +16%
FFA
959
First Foundation Advisors
California
$1.03M +$143K +913 +15%
TPCW
960
TD Private Client Wealth
New York
$1.03M -$18.5K -118 -2%
MCC
961
Money Concepts Capital
Florida
$1.03M +$552K +3,521 +103%
ERIM
962
Eagle Ridge Investment Management
Connecticut
$1.03M
GG
963
Gleason Group
Kentucky
$1.03M +$7.69K +49 +0.7%
SF
964
Symphony Financial
Texas
$1.02M -$477K -3,038 -31%
FFG
965
Fortem Financial Group
California
$1.02M -$67.9K -433 -6%
RBFC
966
Roman Butler Fullerton & Co
Missouri
$1.02M +$25.3K +161 +3%
BFA
967
Beacon Financial Advisory
Ohio
$1.01M +$82.2K +524 +8%
SS
968
Simplicity Solutions
Minnesota
$1.01M +$170K +1,082 +19%
BA
969
Bennicas & Associates
California
$1.01M -$15.7K -100 -1%
SWM
970
SeaCrest Wealth Management
New York
$1M -$37.7K -240 -3%
CCA
971
Checchi Capital Advisers
California
$1M +$37K +236 +4%
WB
972
Webster Bank
Connecticut
$996K
GKWIM
973
Gerber Kawasaki Wealth & Investment Management
California
$990K -$703K -4,482 -40%
EWS
974
Evergreen Wealth Solutions
Pennsylvania
$987K +$51.5K +328 +5%
SGI
975
Summit Global Investments
Utah
$986K -$25.7K -164 -2%