We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1001
Cornerstone Advisors
North Carolina
$834K -$45.3K -300 -5%
UAS
1002
United Asset Strategies
New York
$829K +$856K +5,665 New
HCA
1003
Harbour Capital Advisors
Virginia
$824K -$60.2K -398 -6%
AF
1004
Aviso Financial
Ontario, Canada
$822K +$8.46K +56 +1%
KHCM
1005
Kirtland Hills Capital Management
Ohio
$817K -$118K -779 -12%
OC
1006
Oakworth Capital
Alabama
$816K +$907 +6 +0.1%
MP
1007
McDonald Partners
Ohio
$811K +$3.63K +24 +0.4%
WANY
1008
Wealthspire Advisors (New York)
New York
$811K -$155K -1,028 -16%
AG
1009
AlTi Global
New York
$806K +$238K +1,577 +40%
CIP
1010
Capital Insight Partners
Arizona
$804K -$13K -86 -2%
NL
1011
Navalign LLC
California
$803K -$51.7K -342 -6%
VFA
1012
Valeo Financial Advisors
Indiana
$800K +$18K +119 +2%
DFCM
1013
Dark Forest Capital Management
Puerto Rico
$799K -$623K -4,119 -43%
KNW
1014
Kesler Norman & Wride
Utah
$791K -$3.32M -21,988 -82%
MIM
1015
Moseley Investment Management
Florida
$785K -$59.1K -391 -7%
OWA
1016
Outlook Wealth Advisors
Texas
$781K -$4.54K -30 -0.6%
HT
1017
Heritage Trust
Oklahoma
$780K -$116K -768 -13%
RCM
1018
Riverpark Capital Management
New York
$777K +$73.3K +485 +10%
CT
1019
Coastline Trust
Rhode Island
$775K -$105K -697 -12%
LA
1020
LVW Advisors
New York
$773K -$90.1K -596 -10%
SAM
1021
Smartleaf Asset Management
Massachusetts
$771K +$269K +1,781 +49%
VWM
1022
Venturi Wealth Management
Texas
$769K -$317K -2,096 -29%
BFA
1023
Bright Financial Advisors
Michigan
$763K
CPW
1024
Cove Private Wealth
New York
$762K -$83.1K -550 -10%
TAM
1025
Trust Asset Management
Texas
$760K