We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
376
Ellis Investment Partners
Pennsylvania
$284K +$16.8K +476 +6%
RWM
377
Reston Wealth Management
Virginia
$279K -$86.3K -2,441 -23%
FTWA
378
Fifth Third Wealth Advisors
Ohio
$269K +$1.66K +47 +0.6%
SAM
379
Sagewood Asset Management
New York
$266K +$272K +7,707 New
IA
380
IFP Advisors
Florida
$263K -$108K -3,062 -29%
GM
381
GeoWealth Management
Illinois
$262K +$70.2K +1,986 +36%
Rockefeller Capital Management
382
Rockefeller Capital Management
New York
$260K +$3.78K +107 +1%
HA
383
Hamel Associates
New Jersey
$259K +$265K +7,500 New
BAM
384
Belpointe Asset Management
Nevada
$259K -$1.66K -47 -0.6%
HSA
385
HBK Sorce Advisory
Pennsylvania
$254K +$1.31K +37 +0.5%
KF
386
Krilogy Financial
Missouri
$253K +$259K +7,334 New
CAG
387
Crestwood Advisors Group
Massachusetts
$252K +$258K +7,307 New
S
388
SignatureFD
Georgia
$252K +$15.2K +431 +6%
CC
389
Centiva Capital
New York
$251K -$417K -11,784 -62%
SCM
390
Shelton Capital Management
Colorado
$249K
ECM
391
Evergreen Capital Management
Washington
$248K -$10.6K -299 -4%
IFU
392
iSAM Funds (UK)
United Kingdom
$245K +$251K +7,100 New
BHC
393
Bull Harbor Capital
Maryland
$243K +$248K +7,023 New
CFG
394
Citizens Financial Group
Rhode Island
$242K +$245K +6,939 New
RDWM
395
Red Door Wealth Management
Tennessee
$241K
HTC
396
Haverford Trust Company
Pennsylvania
$240K -$2.12K -60 -0.9%
PCG
397
Prosperity Consulting Group
Maryland
$240K +$245K +6,944 New
NAM
398
NorthCrest Asset Manangement
Minnesota
$240K +$235K +6,642 New
CG
399
CFO4Life Group
Texas
$237K -$6.54K -185 -3%
William Blair & Company
400
William Blair & Company
Illinois
$233K +$239K +6,753 New