We are live on ! Find out more
BR icon

Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
851
Great Valley Advisor Group
Delaware
$229K -$8K -34 -3%
PP
852
Patron Partners
Texas
$229K -$15.8K -67 -7%
SLG
853
Stanley-Laman Group
Pennsylvania
$227K +$221K +938 New
NAS
854
Nicolet Advisory Services
Wisconsin
$227K -$3.77K -16 -2%
FFA
855
Fragasso Financial Advisors
Pennsylvania
$227K +$3.06K +13 +1%
RWA
856
River Wealth Advisors
Pennsylvania
$227K -$16.5K -70 -7%
IC
857
Inscription Capital
Texas
$225K +$259K +1,100 New
SCM
858
Sterling Capital Management
North Carolina
$225K -$331K -1,407 -60%
UB
859
UMB Bank
Missouri
$225K -$40.2K -171 -16%
SPC
860
Sigma Planning Corp
Michigan
$223K -$9.18K -39 -4%
IGAM
861
iA Global Asset Management
Quebec, Canada
$222K +$216K +916 New
TFA
862
Trinity Financial Advisors
Ohio
$222K +$235 +1 +0.1%
AIM
863
Advyzon Investment Management
Illinois
$222K -$7.29K -31 -3%
UFF
864
USA Financial Formulas
Michigan
$220K +$214K +908 New
PCS
865
Personal CFO Solutions
New Jersey
$220K -$7.77K -33 -4%
DT
866
Diversified Trust
Tennessee
$219K +$212K +902 New
RCM
867
Raleigh Capital Management
North Carolina
$218K -$14.8K -63 -7%
NAM
868
NTV Asset Management
West Virginia
$218K – – –
IFG
869
Independent Financial Group
California
$218K -$25.7K -109 -11%
DADC
870
D.A. Davidson & Co
Montana
$217K +$211K +896 New
WCA
871
Westover Capital Advisors
Delaware
$217K -$9.41K -40 -4%
CAG
872
Crestwood Advisors Group
Massachusetts
$217K -$4K -17 -2%
FPCP
873
Fort Point Capital Partners
California
$217K +$1.88K +8 +0.9%
IWM
874
IHT Wealth Management
Illinois
$215K +$209K +888 New
ACM
875
Aster Capital Management
United Arab Emirates
$215K +$210K +892 New
33 34
35
36 37