We are live on ! Find out more
BP icon

BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
576
Arkfeld Wealth Strategies
Nebraska
$327K +$25 +1 +0%
BFM
577
Boston Financial Management
Massachusetts
$327K +$299K +11,955 New
CIA
578
Choate Investment Advisors
Massachusetts
$325K -$4.03K -161 -1%
MFW
579
Meristem Family Wealth
Minnesota
$325K +$298K +11,878 New
ACS
580
Archford Capital Strategies
Illinois
$323K -$3.36K -134 -1%
LBC
581
Lowe Brockenbrough & Co
Virginia
$320K -$44.4K -1,772 -13%
NL
582
NWAM LLC
Washington
$319K -$163K -6,492 -36%
AAM
583
AR Asset Management
California
$318K – – –
EWA
584
Encompass Wealth Advisors
Oregon
$316K +$476 +19 +0.2%
BFIM
585
Beese Fulmer Investment Management
Ohio
$315K – – –
AF
586
Allworth Financial
California
$313K +$26.1K +1,043 +10%
SAMC
587
Spectrum Asset Management (California)
California
$311K -$4.96K -198 -2%
BCM
588
Brookstone Capital Management
Illinois
$311K +$22.2K +887 +9%
KA
589
KLCM Advisors
Wisconsin
$310K – – –
WDG
590
Wealth Dimensions Group
Ohio
$309K +$4.11K +164 +1%
EWA
591
EP Wealth Advisors
California
$309K +$283K +11,315 New
9WM
592
9258 Wealth Management
Ohio
$308K -$6.04K -241 -2%
FPCP
593
Fort Point Capital Partners
California
$308K -$1.93K -77 -0.7%
CQS
594
Credential Qtrade Securities
$308K +$63.2K +2,521 +29%
1IA
595
1834 Investment Advisors
Wisconsin
$307K +$12.5K +500 +5%
PCS
596
Personal CFO Solutions
New Jersey
$307K +$21K +840 +8%
CAAS
597
Capital Asset Advisory Services
Michigan
$304K -$32.2K -1,284 -10%
BWP
598
BSW Wealth Partners
Colorado
$304K – – –
PL
599
Plancorp LLC
Missouri
$304K +$802 +32 +0.3%
APP
600
Avantax Planning Partners
Iowa
$303K +$4.23K +169 +2%
22 23
24
25 26