We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CW
1051
Connectus Wealth
Ohio
$223K +$192K +5,164 New
IAIM
1052
Industrial Alliance Investment Management
Quebec, Canada
$221K -$15.1M -406,270 -99%
SG
1053
StoneX Group
New York
$221K +$190K +5,118 New
IA
1054
Insight Advisors
Pennsylvania
$220K +$190K +5,101 New
CBA
1055
Coastal Bridge Advisors
Connecticut
$220K +$189K +5,094 New
Koshinski Asset Management
1056
Koshinski Asset Management
Illinois
$218K -$122K -3,279 -39%
BDAM
1057
Blue Door Asset Management
Connecticut
$216K -$2.82M -76,000 -94%
CM
1058
Caption Management
Oklahoma
$216K -$455K -12,244 -71%
AWM
1059
Ameliora Wealth Management
Switzerland
$216K
BOH
1060
Bank of Hawaii
Hawaii
$216K -$633K -17,035 -77%
NAS
1061
Nicolet Advisory Services
Wisconsin
$215K +$190K +5,105 New
FWTB
1062
First Western Trust Bank
Colorado
$215K +$185K +4,976 New
HW
1063
Hamilton Wealth
California
$214K +$185K +4,964 New
LAM
1064
L2 Asset Management
Massachusetts
$213K +$184K +4,944 New
VT
1065
Vise Technologies
New York
$212K +$183K +4,920 New
CIC
1066
Chilton Investment Company
Connecticut
$209K +$180K +4,841 New
DFCM
1067
Dark Forest Capital Management
Puerto Rico
$209K +$68.1K +1,832 +61%
JE
1068
JMAC Enterprises
Pennsylvania
$209K +$180K +4,832 New
NEWAS
1069
N.E.W. Advisory Services
Wisconsin
$208K +$179K +4,820 New
WI
1070
Wintrust Investments
Illinois
$208K +$179K +4,820 New
MIC
1071
Meridian Investment Counsel
California
$207K +$178K +4,800 New
ISWM
1072
Independent Solutions Wealth Management
New York
$207K +$178K +4,792 New
CCA
1073
Checchi Capital Advisers
California
$207K +$178K +4,785 New
VNA
1074
Valley National Advisers
Pennsylvania
$206K -$1.19K -32 -0.7%
GT
1075
Greenleaf Trust
Michigan
$205K -$67.9K -1,828 -28%