We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
176
LPL Financial
California
$109K +$2.13K +814 +2%
TRCT
177
Tower Research Capital (TRC)
New York
$108K -$85.2K -32,546 -46%
CWM
178
Chemistry Wealth Management
New York
$103K – – –
Luther King Capital Management (LKCM)
179
Luther King Capital Management (LKCM)
Texas
$101K – – –
SFA
180
Sequoia Financial Advisors
Ohio
$98.6K -$35.9K -13,704 -28%
CG
181
Caprock Group
Idaho
$97.8K -$14.4K -5,486 -14%
EWM
182
Endowment Wealth Management
Wisconsin
$97.6K -$1.07K -410 -1%
TPCW
183
TD Private Client Wealth
New York
$94.3K -$6.9K -2,636 -7%
WA
184
Wealth Alliance
New York
$94K +$17K +6,507 +24%
FHA
185
Flagship Harbor Advisors
Massachusetts
$93.7K +$39.3K +15,003 +82%
BWM
186
Baron Wealth Management
Michigan
$89.7K – – –
PAM
187
Paradigm Asset Management
New York
$89.6K -$2.48K -950 -3%
S
188
SignatureFD
Georgia
$87.9K -$426 -163 -0.5%
Fidelity Investments
189
Fidelity Investments
Massachusetts
$87.8K -$269M -102,687,045 -100%
WMS
190
Wealth Management Solutions
Pennsylvania
$82.8K +$76.8K +29,351 New
JIC
191
Johnson Investment Counsel
Ohio
$81.3K – – –
JWM
192
Jeppson Wealth Management
California
$81.1K +$9.48K +3,625 +14%
LSAG
193
Lake Street Advisors Group
New Hampshire
$77K -$5.95K -2,275 -8%
JWM
194
Janiczek Wealth Management
Colorado
$75.5K +$13.4K +5,137 +25%
JFL
195
Jarislowsky, Fraser Ltd
Quebec, Canada
$74.9K +$105 +40 +0.2%
BRWA
196
B. Riley Wealth Advisors
Florida
$73.3K +$68K +25,975 New
RGC
197
Roberts, Glore & Co
Illinois
$72K -$4.67K -1,785 -7%
PP
198
PDS Planning
Ohio
$71.4K +$35.1K +13,427 +113%
PA
199
Parallel Advisors
California
$67.6K +$11.3K +4,304 +22%
PWPS
200
Pinnacle Wealth Planning Services
Ohio
$67.4K – – –