We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JSW
376
Journey Strategic Wealth
New Jersey
$314K +$102K +450 +42%
RCAG
377
Rehmann Capital Advisory Group
Michigan
$313K +$11.3K +50 +3%
SI
378
Seeds Investor
New York
$313K +$334K +1,478 New
MOS
379
MGO One Seven
Ohio
$313K +$16.9K +75 +5%
SP
380
Successful Portfolios
Florida
$309K
FWP
381
Flatrock Wealth Partners
California
$307K +$27.1K +120 +9%
PWM
382
Perigon Wealth Management
California
$306K +$45K +199 +15%
RCA
383
Resonant Capital Advisors
Wisconsin
$306K +$80.7K +357 +32%
FPAS
384
Focus Partners Advisor Solutions
Missouri
$303K +$86.6K +383 +35%
FC
385
Farringdon Capital
United Kingdom
$303K +$332K +1,471 New
WA
386
Waverly Advisors
Alabama
$300K +$28.7K +127 +10%
WA
387
Wealth Alliance
New York
$300K +$111K +490 +51%
William Blair & Company
388
William Blair & Company
Illinois
$299K +$4.29K +19 +1%
BC
389
Bridgefront Capital
Texas
$296K +$325K +1,438 New
CP
390
Canopy Partners
Ohio
$293K +$3.16K +14 +1%
BF
391
Brucke Financial
Indiana
$285K -$253K -1,118 -45%
HR
392
Hardy Reed
Mississippi
$285K +$38.9K +172 +14%
WCFA
393
Walkner Condon Financial Advisors
Wisconsin
$284K +$311K +1,377 New
KOMWMG
394
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$281K -$1.81K -8 -0.6%
KA
395
Klingman & Associates
New York
$279K +$18.3K +81 +6%
Deutsche Bank
396
Deutsche Bank
Germany
$278K +$149K +659 +95%
7WCP
397
71 West Capital Partners
Massachusetts
$277K +$42.9K +190 +16%
DC
398
Davenport & Co
Virginia
$276K -$148K -655 -33%
SWA
399
Stratos Wealth Advisors
Ohio
$276K
MNBTD
400
Moody National Bank Trust Division
Texas
$276K +$48.1K +213 +19%