We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
C
901
Certuity
Florida
$1.12M +$247K +1,634 +27%
RF
902
Rossby Financial
Florida
$1.12M +$264K +1,744 +30%
HAG
903
HighPoint Advisor Group
Illinois
$1.12M -$348K -2,302 -23%
WA
904
Wealth Alliance
New York
$1.12M -$732K -4,841 -39%
WS
905
Wedbush Securities
California
$1.11M -$235K -1,554 -17%
AWMT
906
AAFMAA Wealth Management & Trust
North Carolina
$1.11M -$39.8K -263 -3%
FHA
907
Flagship Harbor Advisors
Massachusetts
$1.1M -$12.7K -84 -1%
AT
908
AMF Tjänstepension
Sweden
$1.09M
TCOO
909
Trust Company of Oklahoma
Oklahoma
$1.09M +$51.5K +341 +5%
1SB
910
1ST Source Bank
Indiana
$1.09M +$182K +1,204 +19%
GWM
911
GSB Wealth Management
Connecticut
$1.08M -$93.1K -616 -8%
LD
912
Lipe & Dalton
New York
$1.08M -$113K -749 -9%
SB
913
Simmons Bank
Arkansas
$1.07M -$65.1K -431 -6%
BRWA
914
B. Riley Wealth Advisors
Florida
$1.07M -$40.8K -270 -4%
TCPG
915
Trivant Custom Portfolio Group
California
$1.07M +$10.4K +69 +1%
IAA
916
Independent Advisor Alliance
North Carolina
$1.07M +$18.3K +121 +2%
KAS
917
KPP Advisory Services
Kentucky
$1.07M +$63.5K +420 +6%
TE
918
Tema ETFs
New York
$1.07M +$1.1M +7,291 New
MWM
919
Modern Wealth Management
Kansas
$1.07M -$928K -6,137 -46%
HPC
920
HM Payson & Co
Maine
$1.06M -$151K -1,002 -12%
CAMG
921
CWA Asset Management Group
Florida
$1.06M +$12.1K +80 +1%
QPBE
922
Quintet Private Bank (Europe)
Luxembourg
$1.05M +$340K +2,250 +45%
CWP
923
Curated Wealth Partners
California
$1.05M +$1.09M +7,204 New
CNBT
924
Canandaigua National Bank & Trust
New York
$1.05M -$4.23K -28 -0.4%
LNWWM
925
Laird Norton Wetherby Wealth Management
California
$1.05M -$65.8K -435 -6%