We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CLA
901
Carnegie Lake Advisors
New Jersey
$1.31M
ETC
902
Exchange Traded Concepts
Oklahoma
$1.31M +$75.2K +474 +6%
GWMR
903
GC Wealth Management RIA
Massachusetts
$1.3M +$780K +4,920 +143%
AWS
904
Atria Wealth Solutions
New York
$1.3M -$1.45M -9,142 -52%
SW
905
Simplicity Wealth
New Jersey
$1.29M +$1.04M +6,582 +385%
HPC
906
HM Payson & Co
Maine
$1.29M -$116K -730 -8%
KCM
907
Kathmere Capital Management
Pennsylvania
$1.29M +$484K +3,051 +59%
CC
908
Centiva Capital
New York
$1.29M +$760K +4,795 +139%
FW
909
FullCircle Wealth
Texas
$1.28M +$75.3K +475 +6%
IIM
910
INTECH Investment Management
Florida
$1.27M -$27.7K -175 -2%
FC
911
FORA Capital
Florida
$1.27M -$50.7K -320 -4%
EAM
912
EFG Asset Management
Oregon
$1.27M -$751K -4,736 -37%
LD
913
Lipe & Dalton
New York
$1.27M +$8.09K +51 +0.6%
AIM
914
Arcadia Investment Management
Michigan
$1.27M -$52K -328 -4%
CNBTD
915
Citizens National Bank Trust Department
Mississippi
$1.27M +$213K +1,341 +20%
GWCM
916
Godshalk Welsh Capital Management
Pennsylvania
$1.26M -$7.93K -50 -0.6%
PTC
917
Private Trust Company
Ohio
$1.26M -$13.8K -87 -1%
TSW
918
Three Seasons Wealth
Utah
$1.25M -$25.8K -163 -2%
GT
919
Greenleaf Trust
Michigan
$1.25M -$266K -1,675 -17%
GWM
920
GSB Wealth Management
Connecticut
$1.25M -$68.5K -432 -5%
FAM
921
Fred Alger Management
New York
$1.25M +$717K +4,522 +130%
PWP
922
Precedent Wealth Partners
Texas
$1.24M +$208K +1,309 +20%
MWM
923
MOKAN Wealth Management
Kansas
$1.24M +$117K +736 +10%
PA
924
Profund Advisors
Maryland
$1.23M -$99.9K -630 -7%
AWMT
925
AAFMAA Wealth Management & Trust
North Carolina
$1.22M -$251K -1,583 -17%