We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1001
Formidable Asset Management
Ohio
$1.34M -$36.2K -111 -3%
EAN
1002
Excelsior Advisor Network
Colorado
$1.34M +$1.06M +3,251 +475%
HFM
1003
Hartford Funds Management
Pennsylvania
$1.34M +$76.3K +234 +6%
GFP
1004
Gryphon Financial Partners
Ohio
$1.33M -$20.5K -63 -2%
LSA
1005
Lansing Street Advisors
Pennsylvania
$1.33M
BAAM
1006
Baker Avenue Asset Management
California
$1.33M +$404K +1,238 +47%
FAM
1007
Fairtree Asset Management
South Africa
$1.32M
PHS
1008
Pekin Hardy Strauss
Illinois
$1.32M -$118K -363 -9%
SYBT
1009
Stock Yards Bank & Trust
Kentucky
$1.29M -$101K -310 -8%
NFSG
1010
Newbridge Financial Services Group
Florida
$1.29M -$29.4K -90 -2%
OWP
1011
Obermeyer Wealth Partners
Colorado
$1.29M -$62.6K -192 -5%
GWM
1012
GSB Wealth Management
Connecticut
$1.29M -$44K -135 -3%
LA
1013
Lakeside Advisors
Washington
$1.28M
SPC
1014
Sigma Planning Corp
Michigan
$1.27M +$61K +187 +5%
AAM
1015
Advisors Asset Management
Colorado
$1.27M -$74K -227 -6%
Financial Engines Advisors
1016
Financial Engines Advisors
California
$1.27M +$886K +2,716 +271%
XSC
1017
X-Square Capital
Puerto Rico
$1.27M +$24.8K +76 +2%
TWM
1018
TRB Wealth Management
Texas
$1.27M +$238K +731 +24%
EP
1019
EPIQ Partners
Minnesota
$1.27M
TCWA
1020
Turtle Creek Wealth Advisors
Texas
$1.26M +$113K +347 +10%
CFP
1021
Catalyst Financial Partners
Massachusetts
$1.25M +$241K +739 +25%
ADL
1022
Asset Dedication LLC
California
$1.25M -$61K -187 -5%
VFA
1023
Valeo Financial Advisors
Indiana
$1.24M +$181K +555 +18%
MMPW
1024
Mitchell McLeod Pugh & Williams
Alabama
$1.24M +$326 +1 +0%
CVA
1025
Central Valley Advisors
California
$1.24M -$166K -510 -12%