We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GFS
1451
GYL Financial Synergies
Connecticut
$447K +$448K +2,297 New
WTFG
1452
Wells Trecaso Financial Group
Ohio
$446K +$28.7K +147 +7%
RCC
1453
Red Cedar Capital
Nebraska
$444K
BHA
1454
Beech Hill Advisors
New York
$440K
HPWM
1455
Highland Private Wealth Management
Washington
$440K +$73.7K +378 +20%
IFS
1456
Ifrah Financial Services
Arkansas
$438K -$15.4K -79 -3%
BWP
1457
BSW Wealth Partners
Colorado
$437K
CAAS
1458
Capital Asset Advisory Services
Michigan
$435K
CA
1459
Cornerstone Advisory
Maryland
$435K +$1.37K +7 +0.3%
EAM
1460
Evanson Asset Management
California
$428K +$104K +532 +32%
EWA
1461
ERTS Wealth Advisors
Michigan
$428K +$429K +2,199 New
QIM
1462
Quest Investment Management
Oregon
$427K
AAP
1463
Arax Advisory Partners
Colorado
$423K +$77.8K +399 +22%
SIM
1464
SSI Investment Management
California
$421K -$5.66K -29 -1%
RIA
1465
Regal Investment Advisors
Michigan
$419K -$73.5K -377 -15%
FWCM
1466
First Western Capital Management
California
$418K -$242K -1,242 -37%
PG
1467
Patten Group
Tennessee
$416K +$50.1K +257 +14%
BC
1468
Banced Corp
Illinois
$415K -$3.12K -16 -0.7%
EWG
1469
Executive Wealth Group
Washington
$412K
BIA
1470
BHK Investment Advisors
Alabama
$412K
NFG
1471
Nations Financial Group
Iowa
$409K +$1.37K +7 +0.3%
MCWS
1472
McKinley Carter Wealth Services
West Virginia
$409K +$9.36K +48 +2%
WPW
1473
Waldron Private Wealth
Pennsylvania
$408K +$409K +2,098 New
PP
1474
PagnatoKarp Partners
Virginia
$404K -$4.68K -24 -1%
CBA
1475
Coastal Bridge Advisors
Connecticut
$403K