We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
601
Boston Financial Management
Massachusetts
$323K +$4.61K +155 +1%
IWM
602
IHT Wealth Management
Illinois
$323K +$60.6K +2,037 +22%
EWA
603
Encompass Wealth Advisors
Oregon
$321K +$625 +21 +0.2%
PI
604
PEAK6 Investments
Illinois
$317K +$331K +11,112 New
PCA
605
Peddock Capital Advisors
Massachusetts
$315K
AFG
606
Alterity Financial Group
Maine
$314K
LSAG
607
Lake Street Advisors Group
New Hampshire
$313K -$3.84K -129 -1%
Vanguard Capital Wealth Advisors
608
Vanguard Capital Wealth Advisors
Colorado
$312K -$49.1K -1,649 -13%
CCB
609
Country Club Bank
Missouri
$312K
HA
610
Herold Advisors
New York
$312K +$9.11K +306 +3%
PL
611
Plancorp LLC
Missouri
$311K +$5.98K +201 +2%
AMG
612
Advisors Management Group
Wisconsin
$309K +$952 +32 +0.3%
BWP
613
BSW Wealth Partners
Colorado
$309K +$1.93K +65 +0.6%
RIG
614
Roosevelt Investment Group
New York
$308K -$79.5K -2,670 -20%
Luther King Capital Management (LKCM)
615
Luther King Capital Management (LKCM)
Texas
$307K -$54.4K -1,828 -15%
MRCM
616
M&R Capital Management
New Jersey
$307K -$11.9K -400 -4%
1IA
617
1834 Investment Advisors
Wisconsin
$307K
ACMA
618
Arbor Capital Management (Alaska)
Alaska
$305K -$2.98K -100 -1%
PGAM
619
Princeton Global Asset Management
New Jersey
$303K
SRC
620
Sage Rhino Capital
California
$303K +$1.31K +44 +0.4%
CA
621
Clearstead Advisors
Ohio
$303K +$6.58K +221 +2%
OFG
622
Oxford Financial Group
Indiana
$299K -$139K -4,667 -31%
SAMC
623
Spectrum Asset Management (California)
California
$298K -$7.44K -250 -2%
WCM
624
Wunderlich Capital Managemnt
Tennessee
$296K -$37.8K -1,271 -11%
Bank of Nova Scotia
625
Bank of Nova Scotia
Ontario, Canada
$296K +$10.6K +355 +4%