We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
651
Biondo Investment Advisors
Pennsylvania
$543K
CH
652
Canton Hathaway
Rhode Island
$543K
USGIU
653
U.S. Global Investors (USGI)
Texas
$543K
IA
654
IFP Advisors
Florida
$541K -$330K -2,887 -37%
EWS
655
Eagle Wealth Strategies
New Jersey
$538K -$464K -4,050 -45%
MHC
656
Meyer Handelman Company
New York
$538K
BNA
657
BankChampaign National Association
Illinois
$530K +$558K +4,877 New
MOS
658
MGO One Seven
Ohio
$529K +$94.4K +825 +20%
AF
659
Allworth Financial
California
$528K +$25.1K +219 +5%
BAM
660
Burkett Asset Management
$527K
BIG
661
Brooklyn Investment Group
New York
$527K +$165K +1,442 +42%
SRC
662
Sage Rhino Capital
California
$526K -$768K -6,708 -58%
EWM
663
Empirical Wealth Management
Washington
$519K -$222K -1,940 -29%
DPIM
664
Duff & Phelps Investment Management
Illinois
$513K -$223K -1,947 -29%
IG
665
IFS Group
Pennsylvania
$497K +$524K +4,580 New
Lido Advisors
666
Lido Advisors
California
$494K -$110K -965 -18%
WANY
667
Wealthspire Advisors (New York)
New York
$490K +$68K +594 +15%
CBU
668
CIBC Bancorp USA
Illinois
$488K +$514K +4,490 New
HCM
669
Hall Capital Management
Rhode Island
$487K
PCIA
670
Prime Capital Investment Advisors
Kansas
$486K +$239K +2,092 +88%
FHWM
671
Fox Hill Wealth Management
Massachusetts
$480K +$506K +4,419 New
AIM
672
Acropolis Investment Management
Missouri
$477K -$52.2K -456 -9%
MFG
673
Magnus Financial Group
New York
$470K +$129K +1,127 +35%
GWMR
674
GC Wealth Management RIA
Massachusetts
$469K +$494K +4,319 New
NFG
675
Nations Financial Group
Iowa
$465K -$2.24M -19,534 -82%