We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
301
Personal CFO Solutions
New Jersey
$286K +$59.7K +492 +25%
RJFSA
302
Raymond James Financial Services Advisors
Florida
$283K -$85.9K -707 -22%
HR
303
Howe & Rusling
New York
$281K +$77K +634 +35%
GHA
304
GW Henssler & Associates
Georgia
$281K +$294K +2,418 New
VCA
305
Verdence Capital Advisors
Maryland
$278K +$291K +2,396 New
A
306
Astrantus
Cyprus
$267K +$279K +2,300 New
BCI
307
Brinker Capital Investments
Pennsylvania
$266K -$4.98K -41 -2%
OTL
308
Oak Thistle LLC
New York
$265K +$277K +2,282 New
BMSSC
309
B. Metzler seel. Sohn & Co
Germany
$264K
FFM
310
Forum Financial Management
Illinois
$254K +$266K +2,193 New
II
311
Inspire Investing
Idaho
$247K +$28.5K +235 +12%
Creative Planning
312
Creative Planning
Kansas
$242K -$1.46K -12 -0.6%
TCM
313
Teza Capital Management
Illinois
$239K +$250K +2,061 New
FWM
314
ForthRight Wealth Management
Georgia
$236K +$247K +2,037 New
ECG
315
Edge Capital Group
Georgia
$232K
HWAM
316
Hennion & Walsh Asset Management
New Jersey
$225K +$236K +1,941 New
PCM
317
Prelude Capital Management
New York
$223K +$234K +1,925 New
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$223K +$234K +1,926 New
M&T Bank
319
M&T Bank
New York
$222K -$1.34K -11 -0.6%
AWE
320
Avidian Wealth Enterprises
Texas
$220K +$230K +1,892 New
US Bancorp
321
US Bancorp
Minnesota
$212K +$10.1K +83 +5%
CCM
322
Coldstream Capital Management
Washington
$211K +$221K +1,818 New
Commonwealth Equity Services
323
Commonwealth Equity Services
Massachusetts
$204K +$121 +1 +0.1%
EI
324
Ellevest Inc
New York
$196K -$10.1K -83 -5%
SWM
325
Spire Wealth Management
Virginia
$181K -$8.14K -67 -4%