We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
326
Cresset Asset Management
Illinois
$9K +$10.3K +61 New
SIS
327
Sound Income Strategies
Florida
$9K +$10.3K +61 New
ASN
328
Advisory Services Network
Georgia
$8K – – –
WAP
329
Wealthcare Advisory Partners
Pennsylvania
$8K – – –
CFGS
330
Concourse Financial Group Securities
Alabama
$8K +$1.7K +10 +24%
PFO
331
Pathstone Family Office
New Jersey
$8K +$8.65K +51 New
FA
332
Fortis Advisors
Pennsylvania
$7K – – –
LC
333
Lavaca Capital
Texas
$7K +$7.46K +44 New
FDCDDQ
334
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.45K -$16.1K -95 -73%
VFA
335
Valeo Financial Advisors
Indiana
$4K -$11K -65 -74%
BAM
336
Barrett Asset Management
New York
$4K – – –
TIM
337
Tortoise Investment Management
New York
$4K – – –
WEC
338
Winslow Evans & Crocker
Massachusetts
$4K – – –
PMFA
339
Plante Moran Financial Advisors
Michigan
$4K +$4.07K +24 New
AWM
340
Avior Wealth Management
Nebraska
$4K +$4.58K +27 New
SA
341
SRH Advisors
Kansas
$3K – – –
JGIA
342
Jackson Grant Investment Advisers
Connecticut
$3K +$3.39K +20 New
WANY
343
Wealthspire Advisors (New York)
New York
$3K +$3.39K +20 New
AF
344
Allworth Financial
California
$2K – – –
LWA
345
Lenox Wealth Advisors
New York
$2K – – –
SFG
346
SevenBridge Financial Group
Pennsylvania
$2K – – –
TL
347
TrueWealth LLC
Georgia
$2K – – –
TCOV
348
Trust Company of Vermont
Vermont
$2K – – –
TAIM
349
TD Ameritrade Investment Management
Nebraska
$2K +$1.02K +6 +86%
DWM
350
Destination Wealth Management
California
$2K +$2.54K +15 New