We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
651
Key Financial Inc
Pennsylvania
$2.66K – – –
EBA
652
Eagle Bay Advisors
New York
$2.65K – – –
SCA
653
Stonebridge Capital Advisors
Minnesota
$2.49K – – –
BAAM
654
Baker Avenue Asset Management
California
$2.49K +$2.35K +28 New
EE
655
EWG Elevate
California
$2.4K +$2.27K +27 New
SC
656
Schubert & Co
Texas
$2.31K -$1.43K -17 -40%
AWM
657
Abound Wealth Management
Tennessee
$2.31K – – –
DAM
658
Delta Asset Management
Tennessee
$2.22K +$2.1K +25 New
BAM
659
Bellevue Asset Management
Washington
$2.21K – – –
CWC
660
Carolinas Wealth Consulting
North Carolina
$2.13K – – –
CAM
661
ClariVest Asset Management
California
$2K – – –
SC
662
Sierra Capital
Florida
$2K – – –
SFG
663
Steward Financial Group
Texas
$2K +$2.6K +31 New
TIM
664
Tortoise Investment Management
New York
$1.81K – – –
CAC
665
Core Alternative Capital
Georgia
$1.69K – – –
DI
666
Disciplined Investments
Oklahoma
$1.51K -$336 -4 -19%
TCA
667
Trifecta Capital Advisors
Illinois
$1.51K +$1.43K +17 New
SIC
668
SJS Investment Consulting
Ohio
$1.42K +$588 +7 +78%
RTL
669
Red Tortoise LLC
Georgia
$1.16K +$1.09K +13 New
ST
670
Sageworth Trust
Pennsylvania
$1K +$840 +10 New
LFA
671
Level Financial Advisors
New York
$1K +$1.18K +14 New
GJIA
672
Glass Jacobson Investment Advisors
Maryland
$889 +$840 +10 New
WA
673
WestEnd Advisors
North Carolina
$534 +$168 +2 +50%
OA
674
Operose Advisors
Wisconsin
$484 – – –
AA
675
Addison Advisors
Vermont
$445 – – –