We are live on ! Find out more
CDW icon

CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
401
One Wealth Advisors
California
$29K -$1.97K -27 -6%
APA
402
American Portfolios Advisors
New York
$28.5K +$1.53K +21 +5%
TL
403
TrueWealth LLC
Georgia
$28K – – –
FAM
404
Fred Alger Management
New York
$25K +$13.2K +181 +102%
CPIG
405
Chicago Partners Investment Group
Illinois
$23K +$3.72K +51 +18%
SWM
406
SeaCrest Wealth Management
New York
$23K +$6.57K +90 +37%
OIA
407
Optimum Investment Advisors
Illinois
$23K +$24.1K +330 New
HR
408
Howe & Rusling
New York
$22K -$4.38K -60 -16%
SPIA
409
Steward Partners Investment Advisory
New York
$19K – – –
LF
410
Lee Financial
Texas
$19K +$9.85K +135 +91%
FEG
411
Financial Enhancement Group
Indiana
$18K +$18.2K +250 New
SFA
412
Spectrum Financial Alliance
Kentucky
$17K +$18K +247 New
WIM
413
Westside Investment Management
California
$16.4K +$17.4K +238 New
MBT
414
Monroe Bank & Trust
Michigan
$16K – – –
WTB
415
Washington Trust Bank
Washington
$16K +$8.03K +110 +92%
NSIM
416
North Star Investment Management
Illinois
$15K +$73 +1 +0.5%
HNB
417
Huntington National Bank
Ohio
$13K -$8.03K -110 -38%
APP
418
Avantax Planning Partners
Iowa
$13K +$13.6K +186 New
IBOK
419
Independence Bank of Kentucky
Kentucky
$12K +$6.93K +95 +127%
PCP
420
Proficio Capital Partners
Massachusetts
$11K +$657 +9 +6%
AIP
421
Ameritas Investment Partners
Nebraska
$10K – – –
VFA
422
Valeo Financial Advisors
Indiana
$10K +$10.1K +138 New
ST
423
Sageworth Trust
Pennsylvania
$10K +$10.5K +144 New
DVM
424
Dreman Value Management
Florida
$9K – – –
PA
425
Parallel Advisors
California
$9K – – –
15 16
17
18 19