We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1676
Sequent Planning
Nebraska
$1.31M +$959K +3,269 +311%
AI
1677
AXS Investments
New York
$1.31M – – –
Bartlett & Co Wealth Management
1678
Bartlett & Co Wealth Management
Ohio
$1.31M +$67.8K +231 +6%
FPWM
1679
FSB Premier Wealth Management
Iowa
$1.3M -$232K -789 -16%
BAM
1680
Byrne Asset Management
New Jersey
$1.3M -$31.1K -106 -2%
CG
1681
Clifford Group
Massachusetts
$1.29M -$44.3K -151 -3%
EWM
1682
Endowment Wealth Management
Wisconsin
$1.29M -$212K -722 -15%
XWL
1683
XXI Wealth LLC
Illinois
$1.29M +$1.24M +4,243 New
SVWAG
1684
Sound View Wealth Advisors Group
Georgia
$1.29M -$182K -619 -13%
PWG
1685
Portside Wealth Group
Utah
$1.29M +$426K +1,452 +52%
JIC
1686
Joel Isaacson & Co
New York
$1.28M +$6.46K +22 +0.5%
OIS
1687
OneAscent Investment Solutions
Alabama
$1.28M -$15.6K -53 -1%
MUAMU
1688
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.28M +$880K +3,000 +250%
CFD
1689
Creative Financial Designs
Indiana
$1.27M +$165K +561 +15%
MFA
1690
Mayflower Financial Advisors
Massachusetts
$1.27M +$76.3K +260 +7%
Krilogy Financial
1691
Krilogy Financial
Missouri
$1.27M +$605K +2,061 +117%
FAL
1692
Focused Alpha LLC
Colorado
$1.27M +$1.22M +4,173 New
FFL
1693
Future Fund LLC
Illinois
$1.26M -$166K -567 -12%
AA
1694
Addison Advisors
Vermont
$1.26M +$1.47K +5 +0.1%
Eastern Bank
1695
Eastern Bank
Massachusetts
$1.26M -$17K -58 -1%
VCM
1696
Virtue Capital Management
Tennessee
$1.25M -$6.12M -20,865 -84%
Gateway Investment Advisers
1697
Gateway Investment Advisers
Ohio
$1.25M +$317K +1,080 +36%
UWP
1698
Uniting Wealth Partners
Kansas
$1.25M +$61.6K +210 +5%
IWAO
1699
Independence Wealth Advisors (Ohio)
Ohio
$1.24M +$1.2M +4,092 New
CFMC
1700
Curbstone Financial Management Corp
New Hampshire
$1.24M -$127K -432 -10%