We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1101
Modera Wealth Management
New Jersey
$439K +$441K +2,550 New
CCG
1102
Ceeto Capital Group
Florida
$439K
BJL
1103
Brighton Jones LLC
Washington
$438K +$29.6K +171 +7%
GWM
1104
Geneos Wealth Management
Colorado
$434K -$128K -742 -23%
EFSCE
1105
Enterprise Financial Services Corp (EFSC)
Missouri
$433K +$11.4K +66 +3%
SCG
1106
Sonata Capital Group
Washington
$430K -$41.3K -239 -9%
MM
1107
MQS Management
New York
$430K +$432K +2,496 New
9WM
1108
9258 Wealth Management
Ohio
$429K +$4.84K +28 +1%
VCA
1109
Verdence Capital Advisors
Maryland
$428K +$32.9K +190 +8%
DS
1110
DRW Securities
Illinois
$427K +$123K +711 +40%
CGA
1111
Crescent Grove Advisors
Illinois
$427K
BPFA
1112
Barnes Pettey Financial Advisors
Mississippi
$426K
PCP
1113
Proficio Capital Partners
Massachusetts
$424K -$3.8K -22 -0.9%
BAM
1114
Belpointe Asset Management
Nevada
$423K -$669K -3,872 -61%
CIG
1115
Cascade Investment Group
Colorado
$420K -$3.46K -20 -0.8%
WEG
1116
World Equity Group
Illinois
$416K +$418K +2,415 New
BB
1117
Busey Bank
Illinois
$415K +$115K +665 +38%
VC
1118
Veery Capital
Delaware
$413K
PAM
1119
Peak Asset Management
Colorado
$409K +$16.4K +95 +4%
APA
1120
Astoria Portfolio Advisors
New York
$407K +$4.5K +26 +1%
AOWM
1121
Alpha Omega Wealth Management
Virginia
$407K -$2.59K -15 -0.6%
IIA
1122
ICW Investment Advisors
Arizona
$407K +$36.5K +211 +10%
GA
1123
Goldstein Advisors
Wisconsin
$405K -$3.63K -21 -0.9%
LRPA
1124
L. Roy Papp & Associates
Arizona
$403K -$10.7K -62 -3%
CWA
1125
CM Wealth Advisors
Ohio
$403K +$366K +2,117 New