We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HWP
501
Highline Wealth Partners
California
$11.9K – – –
QC
502
Quent Capital
New York
$10.9K – – –
QCG
503
Quadrant Capital Group
Ohio
$10.8K +$3.94K +59 +59%
TIM
504
Tortoise Investment Management
New York
$10.7K – – –
BWA
505
BDO Wealth Advisors
Florida
$10.7K – – –
CCA
506
Column Capital Advisors
Indiana
$10.3K – – –
WWP
507
WR Wealth Planners
Missouri
$10.2K +$134 +2 +1%
MAWCM
508
Mine & Arao Wealth Creation & Management
California
$10.2K +$10K +150 New
SWM
509
Sanctuary Wealth Management
Idaho
$10.2K +$10K +150 New
CCA
510
Catalyst Capital Advisors
New York
$9.16K -$802 -12 -8%
GI
511
Gradient Investments
Minnesota
$9.16K – – –
BWM
512
Baystate Wealth Management
Massachusetts
$8.82K +$8.69K +130 New
PFBT
513
Parkside Financial Bank & Trust
Missouri
$8.69K -$5.88K -88 -41%
WT
514
Whittier Trust
California
$8.48K – – –
PTC
515
Private Trust Company
Ohio
$8.21K +$936 +14 +13%
CWP
516
Concord Wealth Partners
Virginia
$8.01K +$1K +15 +15%
JWA
517
JFS Wealth Advisors
Pennsylvania
$7.88K +$134 +2 +2%
FFA
518
Fairfield Financial Advisors
Massachusetts
$7.81K -$3.01K -45 -28%
CYG
519
Clean Yield Group
Vermont
$7.81K – – –
WIM
520
Westside Investment Management
California
$7.74K – – –
BCWM
521
Bartlett & Co Wealth Management
Ohio
$7.47K +$2.34K +35 +47%
AF
522
Advisornet Financial
Minnesota
$7.4K -$267 -4 -4%
CT
523
Clearstead Trust
Maine
$7.38K – – –
BFEC
524
Benjamin F. Edwards & Company
Missouri
$7K – – –
CSB
525
City State Bank
Iowa
$7K – – –