We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
601
Aevitas Wealth Management
Massachusetts
$59K -$11.3K -195 -15%
PA
602
Parallel Advisors
California
$59K +$1.39K +24 +2%
CAL
603
Capital Advisors Ltd
Ohio
$57K – – –
GLI
604
Guardian Life Insurance
New York
$55K +$1.39K +24 +2%
APP
605
Avantax Planning Partners
Iowa
$51K +$54.8K +947 New
DWM
606
Destination Wealth Management
California
$48K +$51.2K +885 New
KA
607
Kaizen Advisory
Illinois
$43K – – –
OC
608
Oakworth Capital
Alabama
$43K – – –
AIL
609
AGF Investments LLC
Ontario, Canada
$43K +$6.37K +110 +16%
WAP
610
Wealthcare Advisory Partners
Pennsylvania
$41K -$37.9K -655 -47%
RFC
611
Regions Financial Corp
Alabama
$41K +$12.3K +213 +39%
MIFH
612
Migdal Insurance & Financial Holdings
Israel
$40K -$6.43K -111 -13%
Bessemer Group
613
Bessemer Group
New Jersey
$39K +$7.12K +123 +21%
AF
614
Allworth Financial
California
$38K +$2.03K +35 +5%
JCM
615
Jacobi Capital Management
Pennsylvania
$37K -$57.6K -994 -59%
BWA
616
Burt Wealth Advisors
Maryland
$34K – – –
TC
617
Truvestments Capital
Florida
$34K +$36K +621 New
MIM
618
Macroview Investment Management
Maryland
$33K +$6.95K +120 +24%
TCOV
619
Trust Company of Vermont
Vermont
$32K – – –
RCAG
620
Rehmann Capital Advisory Group
Michigan
$31.3K +$58 +1 +0.2%
SGAM
621
Smith Group Asset Management
Texas
$31K -$50.2K -867 -60%
FHA
622
First Horizon Advisors
Tennessee
$31K +$14.8K +255 +83%
WIM
623
Westside Investment Management
California
$27.3K – – –
MCM
624
Monument Capital Management
Virginia
$27K +$28.9K +500 New
ED
625
Exane Derivatives
France
$25.1K +$2.78K +48 +11%