We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
601
Stratos Wealth Partners
Ohio
$388K +$152K +272 +50%
AIA
602
Armor Investment Advisors
North Carolina
$387K – – –
PP
603
PDS Planning
Ohio
$387K +$50.8K +91 +13%
CPIG
604
Chicago Partners Investment Group
Illinois
$381K +$92.1K +165 +33%
GWM
605
GSB Wealth Management
Connecticut
$378K – – –
BFS
606
Bard Financial Services
Connecticut
$374K +$265K +475 +153%
GGS
607
Galvin Gaustad & Stein
Arizona
$374K +$439K +786 New
LSPW
608
Lake Street Private Wealth
Illinois
$373K +$24K +43 +6%
WHC
609
Wulff, Hansen & Co
California
$369K +$433K +775 New
FFS
610
Founders Financial Securities
Maryland
$366K +$2.79K +5 +0.7%
RCAG
611
Rehmann Capital Advisory Group
Michigan
$365K -$14.5K -26 -3%
OL
612
Optas LLC
Texas
$365K +$39.6K +71 +10%
JIC
613
Johnson Investment Counsel
Ohio
$363K +$5.58K +10 +1%
JC
614
JB Capital
Connecticut
$361K +$17.3K +31 +4%
FRM
615
Fox Run Management
Connecticut
$357K +$419K +751 New
MFG
616
Merit Financial Group
Georgia
$356K +$418K +748 New
KMWM
617
Keudell/Morrison Wealth Management
Oregon
$354K -$558 -1 -0.1%
TI
618
Telemetry Investments
New York
$353K +$414K +742 New
HIA
619
Harbor Investment Advisory
Maryland
$350K -$24.6K -44 -6%
PCFFS
620
Pacific Center for Financial Services
California
$350K – – –
TW
621
TrinityPoint Wealth
Connecticut
$349K +$12.3K +22 +3%
EFS
622
Essex Financial Services
Connecticut
$348K +$28.5K +51 +8%
AMCA
623
Arthur M. Cohen & Associates
Illinois
$347K – – –
ACP
624
Aviance Capital Partners
Florida
$343K -$2.79M -5,000 -87%
9WM
625
9258 Wealth Management
Ohio
$342K +$53K +95 +15%