We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
776
Trust Investment Advisors
Indiana
$751K -$24.5K -158 -3%
AF
777
Aviso Financial
Ontario, Canada
$750K +$34.8K +224 +5%
WE
778
Wealth Effects
Massachusetts
$746K -$168K -1,081 -19%
SIP
779
Snowwater Investment Partners
Connecticut
$743K +$1.24K +8 +0.2%
SRL
780
Scientech Research LLC
New Jersey
$740K +$724K +4,668 New
KWM
781
Kingsview Wealth Management
Oregon
$734K -$28.4K -183 -4%
HH
782
Hilltop Holdings
Texas
$734K -$128K -822 -15%
FDS
783
First Dallas Securities
Texas
$730K +$51.7K +333 +8%
JFGLC
784
Johnson Financial Group LLC (Colorado)
Colorado
$724K +$708K +4,561 New
SAM
785
Smartleaf Asset Management
Massachusetts
$717K – – –
VFA
786
Values First Advisors
Tennessee
$711K +$35.8K +231 +5%
CL
787
Choreo LLC
Illinois
$708K -$172K -1,111 -20%
CWM
788
Calamos Wealth Management
Illinois
$707K -$63.8K -411 -8%
JE
789
Jacobs Equity
Utah
$707K +$310K +2,000 +81%
GFP
790
Gryphon Financial Partners
Ohio
$705K +$101K +650 +17%
CCA
791
Checchi Capital Advisers
California
$694K -$2.95K -19 -0.4%
ACS
792
Archford Capital Strategies
Illinois
$694K +$173K +1,116 +34%
PCIG
793
Partners Capital Investment Group
Massachusetts
$687K +$292K +1,882 +77%
TA
794
TrueWealth Advisors
Alabama
$686K +$7.14K +46 +1%
OAM
795
Oppenheimer Asset Management
New York
$683K +$5.58K +36 +0.8%
SWM
796
Spire Wealth Management
Virginia
$681K +$109K +704 +20%
EFG
797
Everhart Financial Group
Ohio
$678K -$35.2K -227 -5%
GC
798
Grange Capital
Oregon
$674K +$659K +4,249 New
AFS
799
AFG Fiduciary Services
Massachusetts
$674K +$91.7K +591 +15%
PCIA
800
Prime Capital Investment Advisors
Kansas
$670K -$316K -2,037 -33%