We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
501
Global Financial Private Client
Florida
$4.82K
HGWM
502
Harvest Group Wealth Management
Massachusetts
$4K -$5.82K -80 -61%
OSNBOA
503
Old Second National Bank of Aurora
Illinois
$4K
SBL
504
Sargent Bickham Lagudis
Colorado
$4K
FTDI
505
First Trust Direct Indexing
Massachusetts
$4K +$3.93K +54 New
ED
506
Exane Derivatives
France
$3.53K
GWS
507
Glassman Wealth Services
Virginia
$3K
TFA
508
Toth Financial Advisory
Virginia
$3K
PWPS
509
Pinnacle Wealth Planning Services
Ohio
$3K +$2.62K +36 New
MIM
510
Macroview Investment Management
Maryland
$3K +$3.13K +43 New
APA
511
American Portfolios Advisors
New York
$2.55K -$29K -399 -93%
APWA
512
Atlas Private Wealth Advisors
New Jersey
$2K
CI
513
CX Institutional
Indiana
$2K
GRP
514
Global Retirement Partners
California
$2K
CAAS
515
Capital Asset Advisory Services
Michigan
$2K +$1.96K +27 New
HPC
516
HM Payson & Co
Maine
$2K +$2.25K +31 New
AIM
517
Anchor Investment Management
South Carolina
$1.61K -$3.71K -51 -72%
BWM
518
BerganKDV Wealth Management
Minnesota
$1K -$364 -5 -25%
FHC
519
First Horizon Corporation
Tennessee
$1K
SIS
520
Sound Income Strategies
Florida
$1K
TFO
521
Tarbox Family Office
California
$1K
TWA
522
TCI Wealth Advisors
Arizona
$1K
LIM
523
Longfellow Investment Management
Massachusetts
$1K +$218 +3 New
SSWG
524
Seven Springs Wealth Group
Tennessee
$1K +$800 +11 New
Kayne Anderson Rudnick Investment Management
525
Kayne Anderson Rudnick Investment Management
California
$1K +$945 +13 New