We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NW
776
Naviter Wealth
Arkansas
$259K -$224 -2 -0.1%
CCM
777
Coldstream Capital Management
Washington
$259K -$552K -4,927 -66%
WFA
778
Wellspring Financial Advisors
Ohio
$259K +$50.2K +448 +21%
AAG
779
Accordant Advisory Group
Maryland
$256K +$269K +2,401 +2,052%
PWM
780
Perigon Wealth Management
California
$256K +$44.1K +393 +19%
JIC
781
Johnson Investment Counsel
Ohio
$255K +$5.94K +53 +2%
USGIU
782
U.S. Global Investors (USGI)
Texas
$255K -$280K -2,500 -50%
BSG
783
Black Swift Group
Colorado
$255K -$56.1K -500 -17%
TCWM
784
Total Clarity Wealth Management
Illinois
$254K -$37.7K -336 -12%
VF
785
Virtu Financial
New York
$251K -$448K -3,998 -62%
PFGIA
786
Patriot Financial Group Insurance Agency
Massachusetts
$251K -$296K -2,642 -52%
NB
787
NBT Bank
New York
$250K – – –
AAS
788
Ameritas Advisory Services
Nebraska
$249K +$275K +2,449 New
AssetMark Inc
789
AssetMark Inc
California
$249K +$44.1K +393 +19%
JIC
790
Joel Isaacson & Co
New York
$247K – – –
SAM
791
S.A. Mason
Michigan
$246K -$9.19K -82 -3%
YWS
792
Yarger Wealth Strategies
Ohio
$246K +$287K +2,561 New
DWG
793
Darden Wealth Group
Michigan
$244K – – –
LFG
794
Larson Financial Group
Missouri
$244K +$54K +482 +25%
GVAG
795
Great Valley Advisor Group
Delaware
$243K +$35.3K +315 +15%
HFM
796
Harvest Fund Management
China
$242K -$160K -1,424 -37%
TS
797
Triglav Skladi
Slovenia
$240K -$168K -1,495 -39%
TIA
798
Tiemann Investment Advisors
California
$239K – – –
NCM
799
Noesis Capital Mangement
Florida
$239K +$263K +2,350 New
PCIA
800
Prime Capital Investment Advisors
Kansas
$239K -$239K -2,131 -48%