We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
301
Tradition Wealth Management
Minnesota
$567K +$9.41K +231 +2%
AFG
302
Atomi Financial Group
New York
$564K +$137K +3,354 +36%
MG
303
Marex Group
$562K +$89.9K +2,206 +21%
CFO
304
Callan Family Office
Pennsylvania
$556K +$62.6K +1,535 +14%
GT
305
Greenleaf Trust
Michigan
$545K -$2.36K -58 -0.5%
BA
306
Bridgewater Advisors
New York
$544K -$3.06K -75 -0.6%
EI
307
Ethic Inc
New York
$525K -$30.7K -754 -6%
Wealth Enhancement Advisory Services
308
Wealth Enhancement Advisory Services
Minnesota
$522K +$127K +3,122 +37%
ECM
309
Everence Capital Management
Indiana
$521K
FFM
310
Forum Financial Management
Illinois
$517K +$25.5K +625 +6%
SA
311
Sanctuary Advisors
Indiana
$514K +$474K +11,632 New
FCH
312
Freestone Capital Holdings
Washington
$506K -$8.15K -200 -2%
NA
313
NewEdge Advisors
Louisiana
$495K +$294K +7,221 +181%
WPC
314
Wedmont Private Capital
Pennsylvania
$485K -$14.7K -361 -3%
JGC
315
J. Goldman & Co
New York
$481K +$444K +10,896 New
BFF
316
Byrne Financial Freedom
Massachusetts
$477K -$12.7K -311 -3%
UCFA
317
United Capital Financial Advisors
Texas
$473K +$22.9K +561 +6%
Cambridge Investment Research Advisors
318
Cambridge Investment Research Advisors
Iowa
$466K -$97.8K -2,401 -19%
1WA
319
180 Wealth Advisors
Washington
$462K +$815 +20 +0.2%
MCC
320
Malaga Cove Capital
California
$453K -$3.18K -78 -0.8%
CL
321
Choreo LLC
Illinois
$450K -$22.2K -545 -5%
WKWM
322
Walter & Keenan Wealth Management
Indiana
$443K +$1.18K +29 +0.3%
Raymond James Financial
323
Raymond James Financial
Florida
$443K -$1.38M -33,740 -77%
VFG
324
V2 Financial group
Illinois
$442K
PNC Financial Services Group
325
PNC Financial Services Group
Pennsylvania
$427K -$492K -12,081 -56%