We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
GA
826
Goldstein Advisors
Wisconsin
$217K -$224 -1 -0.1%
Sigma Planning Corp
827
Sigma Planning Corp
Michigan
$216K +$214K +957 New
SF
828
Symphony Financial
Texas
$216K +$207K +923 New
ML
829
McAdam LLC
Pennsylvania
$215K +$213K +951 New
AIM
830
Advyzon Investment Management
Illinois
$214K +$212K +946 New
Blue Trust Inc
831
Blue Trust Inc
Georgia
$214K -$180K -802 -46%
Curi RMB Capital
832
Curi RMB Capital
Illinois
$213K -$54K -241 -20%
PCS
833
Personal CFO Solutions
New Jersey
$213K -$36.3K -162 -15%
Sagespring Wealth Partners
834
Sagespring Wealth Partners
Tennessee
$212K +$210K +938 New
Cary Street Partners
835
Cary Street Partners
Virginia
$212K +$210K +937 New
WCA
836
Westover Capital Advisors
Delaware
$211K -$4.48K -20 -2%
TFA
837
Trinity Financial Advisors
Ohio
$210K +$207K +924 New
BF
838
Brogan Financial
Tennessee
$209K +$207K +924 New
FFA
839
Fragasso Financial Advisors
Pennsylvania
$208K +$207K +922 New
Crestwood Advisors Group
840
Crestwood Advisors Group
Massachusetts
$206K +$204K +910 New
AA
841
AlphaCentric Advisors
Puerto Rico
$204K -$5.38K -24 -3%
NAM
842
NTV Asset Management
West Virginia
$203K +$202K +900 New
OP
843
Oslo Pensjonsforsikring
$202K +$71.2K +318 +55%
FPCP
844
Fort Point Capital Partners
California
$200K +$198K +885 New
Edmond de Rothschild Holding
845
Edmond de Rothschild Holding
Switzerland
$199K – – –
TCOV
846
Trust Company of Vermont
Vermont
$193K – – –
VAG
847
VisionPoint Advisory Group
Texas
$193K +$6.94K +31 +4%
Penserra Capital Management
848
Penserra Capital Management
California
$189K +$63.4K +283 +51%
Livforsakringsbolaget Skandia
849
Livforsakringsbolaget Skandia
Sweden
$178K -$22.4K -100 -11%
TFA
850
Toth Financial Advisory
Virginia
$174K – – –