We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1426
Clearstead Advisors
Ohio
$3.48M -$113K -1,360 -3%
CPA
1427
Capital Planning Advisors
California
$3.44M +$639K +7,680 +25%
NSIM
1428
North Star Investment Management
Illinois
$3.44M +$521K +6,260 +3%
CAM
1429
Carret Asset Management
New York
$3.43M +$416K +5,000 +15%
RWP
1430
RWA Wealth Partners
Massachusetts
$3.42M -$438K -5,260 -12%
VR
1431
Viridian RIA
Washington
$3.42M +$310K +3,720 +11%
AIC
1432
Ameritas Investment Company
Nebraska
$3.4M -$10M -120,240 -76%
HWA
1433
HCR Wealth Advisors
California
$3.4M +$1.78M +21,400 +60%
GRP
1434
Global Retirement Partners
California
$3.4M +$350K +4,200 +12%
CCM
1435
Chickasaw Capital Management
Tennessee
$3.4M +$16.6K +200 +0.5%
WP
1436
WealthPLAN Partners
Nebraska
$3.4M +$165K +1,980 +6%
SVWA
1437
Sound View Wealth Advisors
Georgia
$3.38M +$108K +1,300 +4%
CBFP
1438
Cedar Brook Financial Partners
Ohio
$3.38M +$827K +9,940 +35%
IWC
1439
Integrated Wealth Concepts
Massachusetts
$3.37M +$942K +11,320 +43%
Rafferty Asset Management
1440
Rafferty Asset Management
New York
$3.35M +$875K +10,520 +39%
FVSAZ
1441
Flossbach von Storch AG Zurich
Switzerland
$3.35M -$1.41M -17,000 -31%
WAOTB
1442
Wealth Advisors of Tampa Bay
Florida
$3.34M -$58.3K -700 -2%
SFG
1443
SevenBridge Financial Group
Pennsylvania
$3.34M +$3.33K +40 +0.1%
AFP
1444
Ausdal Financial Partners
Iowa
$3.34M +$76.6K +920 +3%
LPU
1445
Lansdowne Partners (UK)
United Kingdom
$3.34M -$185M -2,220,720 -98%
FSA
1446
Fort Sheridan Advisors
Illinois
$3.33M +$99.9K +1,200 +3%
SWA
1447
Stratos Wealth Advisors
Ohio
$3.33M +$238K +2,860 +8%
SC
1448
Saturna Capital
Washington
$3.32M +$3.33K +40 +0.1%
BIA
1449
Biondo Investment Advisors
Pennsylvania
$3.32M +$1.41M +16,980 +84%
TA
1450
TFG Advisers
Michigan
$3.31M +$166K +2,000 +6%