We are live on ! Find out more
BR icon

Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
USWIA
851
UP Strategic Wealth Investment Advisors
Pennsylvania
$224K -$27.1K -114 -11%
STA
852
Summit Trail Advisors
New York
$224K -$30.7K -129 -12%
KPWG
853
KFA Private Wealth Group
Virginia
$220K +$215K +905 New
UB
854
UMB Bank
Missouri
$219K -$5.47K -23 -2%
NAM
855
NTV Asset Management
West Virginia
$219K – – –
AC
856
AlphaCore Capital
California
$218K +$212K +894 New
TCOTS
857
Trust Company of the South
North Carolina
$218K +$213K +895 New
PCG
858
Prosperity Consulting Group
Maryland
$217K +$7.37K +31 +4%
PCS
859
Personal CFO Solutions
New Jersey
$217K -$3.56K -15 -2%
IFG
860
Independent Financial Group
California
$215K -$3.09K -13 -1%
FAFN
861
First Affirmative Financial Network
Colorado
$215K -$44.9K -189 -18%
EDRH
862
Edmond de Rothschild Holding
Switzerland
$214K – – –
CAG
863
Crestwood Advisors Group
Massachusetts
$214K -$2.85K -12 -1%
WCA
864
Westover Capital Advisors
Delaware
$213K -$4.75K -20 -2%
HCMG
865
Howard Capital Management Group
California
$213K – – –
VAG
866
VisionPoint Advisory Group
Texas
$213K +$3.56K +15 +2%
EFSCE
867
Enterprise Financial Services Corp (EFSC)
Missouri
$211K +$1.66K +7 +0.8%
LFG
868
Larson Financial Group
Missouri
$211K -$36.4K -153 -15%
VCM
869
Versant Capital Management
Arizona
$210K -$2.38K -10 -1%
KFSC
870
Keystone Financial Services (Colorado)
Colorado
$210K +$205K +863 New
IWN
871
Independent Wealth Network
Iowa
$209K +$6.65K +28 +3%
WAG
872
Wallace Advisory Group
California
$208K -$15.4K -65 -7%
RCM
873
Raleigh Capital Management
North Carolina
$208K -$10.7K -45 -5%
ESB
874
Essex Savings Bank
Connecticut
$208K +$1.9K +8 +0.9%
SCM
875
Sterling Capital Management
North Carolina
$207K -$18.1K -76 -8%
33 34
35
36 37