We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
626
Mark Sheptoff Financial Planning
Connecticut
$585K – – –
NFG
627
Nations Financial Group
Iowa
$582K +$161K +1,434 +33%
BNA
628
BankChampaign National Association
Illinois
$578K +$89.1K +795 +16%
EIM
629
Essex Investment Management
Massachusetts
$573K +$631K +5,630 New
SMWM
630
Silvia McColl Wealth Management
California
$571K – – –
ACA
631
Aptus Capital Advisors
Alabama
$570K +$21K +187 +3%
PP
632
PDS Planning
Ohio
$570K +$12.1K +108 +2%
HC
633
Hamilton Capital
Ohio
$567K – – –
VWM
634
Vertrix Wealth Management
Michigan
$567K +$624K +5,564 New
Walleye Capital
635
Walleye Capital
New York
$561K +$617K +5,504 New
NP
636
Nilsine Partners
Colorado
$557K – – –
WIA
637
World Investment Advisors
California
$554K -$42.6K -380 -7%
WANY
638
Wealthspire Advisors (New York)
New York
$548K +$97.9K +873 +19%
CMI
639
Clare Market Investments
Texas
$545K – – –
FCCM
640
First City Capital Management
Georgia
$545K – – –
SQA
641
Simon Quick Advisors
New Jersey
$545K -$120K -1,068 -17%
CGH
642
Crossmark Global Holdings
Texas
$544K -$93.4K -833 -13%
IA
643
IFP Advisors
Florida
$541K +$37.3K +333 +7%
WS
644
Wedbush Securities
California
$536K +$200K +1,784 +51%
UB
645
UMB Bank
Missouri
$535K -$9.31K -83 -2%
PCA
646
Purkiss Capital Advisors
Connecticut
$526K +$579K +5,167 New
WWM
647
Wolff Wiese Magana
California
$526K -$2.02K -18 -0.3%
SPC
648
Sigma Planning Corp
Michigan
$526K -$457K -4,079 -44%
1WM
649
1900 Wealth Management
Texas
$522K +$575K +5,125 New
WFA
650
Wedbush Fund Advisers
California
$516K +$568K +5,069 New