We are live on ! Find out more
ZM icon

Zoom
ZM

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
551
IFP Advisors
Florida
$278K +$154K +1,825 +130%
MWM
552
MOKAN Wealth Management
Kansas
$278K +$59.9K +712 +28%
CFO
553
Callan Family Office
Pennsylvania
$277K +$34.3K +407 +15%
FWP
554
Family Wealth Partners
North Carolina
$274K +$268K +3,179 New
ADMI
555
Albert D. Mason Inc
Massachusetts
$271K +$29K +344 +12%
CCA
556
Childress Capital Advisors
Texas
$269K +$263K +3,120 New
PCP
557
Perbak Capital Partners
United Kingdom
$268K -$806K -9,572 -75%
IAIM
558
International Assets Investment Management
Florida
$266K -$118K -1,406 -31%
PS
559
Principal Securities
Iowa
$263K +$19.4K +230 +8%
PP
560
Prudential plc
United Kingdom
$262K +$13.8K +164 +6%
BAMG
561
Brand Asset Management Group
Missouri
$261K +$30.1K +358 +13%
SP
562
Symmetry Partners
Connecticut
$260K +$253K +3,010 New
EWA
563
Exencial Wealth Advisors
Oklahoma
$259K +$252K +2,998 New
C
564
Covestor
United Kingdom
$256K -$57.1K -678 -19%
MSWM
565
McGlone Suttner Wealth Management
Wisconsin
$254K +$247K +2,939 New
KI
566
Kapitalo Investimentos
Brazil
$253K +$247K +2,931 New
AI
567
Atria Investments
North Carolina
$252K +$27.2K +323 +12%
SIA
568
Soltis Investment Advisors
Utah
$252K +$246K +2,917 New
GW
569
Graetz Wealth
Michigan
$251K +$245K +2,911 New
IP
570
Intellectus Partners
California
$251K -$92.6K -1,100 -27%
CAG
571
Crestwood Advisors Group
Massachusetts
$249K +$242K +2,880 New
DWM
572
Drive Wealth Management
Utah
$248K +$242K +2,873 New
SC
573
Sepio Capital
Utah
$243K +$237K +2,812 New
JFG
574
Jefferies Financial Group
New York
$236K -$717K -8,514 -76%
JSW
575
Journey Strategic Wealth
New Jersey
$235K +$230K +2,727 New
21 22
23
24 25