We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
401
Bartlett & Co Wealth Management
Ohio
$276K
SMA
402
Seven Mile Advisory
New Jersey
$274K +$14.5K +64 +5%
CC
403
Centiva Capital
New York
$272K +$298K +1,318 New
CAI
404
Capital Advisors Inc
Oklahoma
$271K +$904 +4 +0.3%
5NPW
405
55 North Private Wealth
Florida
$268K +$50.4K +223 +21%
AMM
406
American Money Management
California
$266K -$8.36K -37 -3%
AFWM
407
Arta Finance Wealth Management
California
$265K -$32.5K -144 -10%
BHPW
408
Beverly Hills Private Wealth
California
$261K -$131K -580 -31%
1WA
409
180 Wealth Advisors
Washington
$260K -$42.9K -190 -13%
EW
410
Evoke Wealth
California
$260K +$16.7K +74 +6%
AAM
411
Auxier Asset Management
Oregon
$257K
DTL
412
Dynamic Technology Lab
Singapore
$256K +$280K +1,240 New
SMWM
413
Silvia McColl Wealth Management
California
$255K -$9.04K -40 -3%
CFA
414
Cahill Financial Advisors
Minnesota
$254K
MCM
415
Manchester Capital Management
Vermont
$253K -$3.39K -15 -1%
APM
416
a16z Perennial Management
California
$253K
PCG
417
Prosperity Consulting Group
Maryland
$251K +$34.6K +153 +14%
ACM
418
Advisors Capital Management
New Jersey
$250K +$1.81K +8 +0.7%
HSA
419
HBK Sorce Advisory
Pennsylvania
$250K +$26.2K +116 +10%
CAWM
420
Capital Advisors Wealth Management
Washington
$248K -$16.5K -73 -6%
SGI
421
Summit Global Investments
Utah
$245K -$205K -908 -43%
PFBT
422
Parkside Financial Bank & Trust
Missouri
$245K +$140K +618 +109%
EWA
423
Etesian Wealth Advisors
Oregon
$244K
MWM
424
Meridian Wealth Management
Kentucky
$240K -$14.2K -63 -5%
IC
425
Inscription Capital
Texas
$239K +$19.7K +87 +8%