We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
651
Jones Financial Companies
Missouri
$9K +$7.58K +18 New
AF
652
Allworth Financial
California
$8K – – –
RPWA
653
Regent Peak Wealth Advisors
Georgia
$8K +$7.15K +17 New
AWA
654
Arkadios Wealth Advisors
Georgia
$8K +$7.58K +18 New
SIS
655
Sound Income Strategies
Florida
$7K – – –
WAS
656
Winch Advisory Services
Wisconsin
$7K +$6.31K +15 New
AIM
657
Anchor Investment Management
South Carolina
$6.83K – – –
HWM
658
HighMark Wealth Management
Minnesota
$6K -$1.26K -3 -19%
BWA
659
BDO Wealth Advisors
Florida
$6K – – –
HWM
660
Holloway Wealth Management
Florida
$6K – – –
AWM
661
Avior Wealth Management
Nebraska
$5K – – –
BCH
662
Berkshire Capital Holdings
California
$5K – – –
CA
663
Clearstead Advisors
Ohio
$5K – – –
FCM
664
Firestone Capital Management
Florida
$5K – – –
HI
665
Hudock Inc
Pennsylvania
$5K – – –
MCM
666
Manchester Capital Management
Vermont
$5K +$4.21K +10 New
SIAG
667
Safeguard Investment Advisory Group
California
$5K +$5.05K +12 New
KFS
668
Kelly Financial Services
Massachusetts
$4.88K -$5.05K -12 -55%
BCWM
669
Bartlett & Co Wealth Management
Ohio
$4.39K +$3.79K +9 New
SFSIG
670
San Francisco Sentry Investment Group
California
$4K +$3.37K +8 New
SSWG
671
Seven Springs Wealth Group
Tennessee
$4K +$3.37K +8 New
BC
672
Bartlett & Co
Ohio
$4K +$3.79K +9 New
NSB
673
Norway Savings Bank
Maine
$4K +$3.79K +9 New
TFGT
674
TS Financial Group (TSFG)
Illinois
$3K – – –
FMP
675
Financial Management Professionals
Texas
$3K +$842 +2 +40%