We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CP
1101
Canopy Partners
Ohio
$1.02M +$19.2K +59 +2%
BSA
1102
Bull Street Advisors
Georgia
$1.02M
LI
1103
LRI Investments
Florida
$1.02M -$48.3K -148 -5%
CAG
1104
Csenge Advisory Group
Florida
$1.01M +$29K +89 +3%
BCA
1105
Bay Colony Advisors
Massachusetts
$1.01M -$2.94K -9 -0.3%
SB
1106
Simmons Bank
Arkansas
$1M -$31.3K -96 -3%
CFA
1107
CWS Financial Advisors
Michigan
$1M +$121K +370 +14%
WJWM
1108
Williams Jones Wealth Management
New York
$1M -$50.6K -155 -5%
SA
1109
Sovran Advisors
California
$1M +$46.3K +142 +5%
AWM
1110
Avior Wealth Management
Nebraska
$1M -$29.4K -90 -3%
CFP
1111
Cascade Financial Partners
California
$998K +$955K +2,928 New
HSA
1112
HBK Sorce Advisory
Pennsylvania
$993K +$84.2K +258 +10%
OCM
1113
One Capital Management
California
$992K
AC
1114
Avestar Capital
New York
$980K -$234K -716 -20%
QI
1115
Qtron Investments
Massachusetts
$978K -$156K -479 -14%
V
1116
ViaWealth
Kansas
$978K -$7.5K -23 -0.8%
AWM
1117
Angeles Wealth Management
California
$974K +$300K +919 +48%
1SB
1118
1ST Source Bank
Indiana
$973K -$19.9K -61 -2%
RCA
1119
Resonant Capital Advisors
Wisconsin
$971K -$27.4K -84 -3%
TWP
1120
Triad Wealth Partners
Kansas
$966K +$136K +417 +18%
SWM
1121
Segment Wealth Management
Texas
$965K
NG
1122
Norden Group
Utah
$955K +$165K +505 +22%
SL
1123
Sentinus LLC
Illinois
$954K +$25.4K +78 +3%
PP
1124
PDS Planning
Ohio
$949K +$29K +89 +3%
HWM
1125
Hohimer Wealth Management
Washington
$947K +$38.5K +118 +4%