We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
776
Ashton Thomas Private Wealth
Arizona
$670K +$47.4K +500 +9%
DWA
777
Douglass Winthrop Advisors
New York
$664K
IWP
778
Icon Wealth Partners
Texas
$663K +$164K +1,726 +40%
FDS
779
First Dallas Securities
Texas
$662K +$576K +6,075 New
AAM
780
Aureus Asset Management
Massachusetts
$660K -$15.7K -165 -3%
RCM
781
Requisite Capital Management
Texas
$657K
AMCA
782
Arthur M. Cohen & Associates
Illinois
$654K +$569K +6,000 New
CBFP
783
Cedar Brook Financial Partners
Ohio
$653K +$41.8K +441 +8%
MG
784
Mather Group
Illinois
$650K +$2.56K +27 +0.5%
PGA
785
Portland Global Advisors
Maine
$644K +$94.8K +1,000 +20%
SFO
786
Stokes Family Office
Louisiana
$644K +$141K +1,490 +34%
VHAM
787
Van Hulzen Asset Management
California
$639K +$556K +5,859 New
PIA
788
Perennial Investment Advisors
California
$635K +$158K +1,665 +40%
MFW
789
Meristem Family Wealth
Minnesota
$634K +$24.1K +254 +5%
APP
790
Avantax Planning Partners
Iowa
$632K -$31.2K -329 -5%
HIA
791
Harbor Investment Advisory
Maryland
$632K +$228K +2,400 +71%
DIP
792
DT Investment Partners
Pennsylvania
$627K
KFS
793
Kaizen Financial Strategies
California
$627K +$545K +5,749 New
BOPW
794
Brandywine Oak Private Wealth
Pennsylvania
$624K -$135K -1,423 -20%
SWP
795
Stratos Wealth Partners
Ohio
$620K +$126K +1,325 +30%
LNB
796
Ledyard National Bank
$616K -$9.48K -100 -2%
WG
797
Winton Group
United Kingdom
$614K -$1.1M -11,566 -67%
P
798
Paradiem
Louisiana
$608K +$474K +4,994 New
HPCM
799
High Pointe Capital Management
Illinois
$603K -$371K -3,914 -41%
AAM
800
Auxier Asset Management
Oregon
$598K