We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
351
Personal CFO Solutions
New Jersey
$328K +$35K +62 +11%
SRL
352
Scientech Research LLC
New Jersey
$325K +$346K +614 New
PDL
353
Portfolio Design Labs
California
$324K +$345K +612 New
ML
354
McAdam LLC
Pennsylvania
$324K +$8.46K +15 +3%
ONB
355
Old National Bancorp
Indiana
$317K +$4.51K +8 +1%
PFS
356
Prospera Financial Services
Texas
$315K +$5.64K +10 +2%
FTWA
357
Fifth Third Wealth Advisors
Ohio
$309K +$61.4K +109 +23%
SCM
358
Shelton Capital Management
Colorado
$301K -$18.6K -33 -5%
EHWM
359
Eads & Heald Wealth Management
Georgia
$300K
BMSSC
360
B. Metzler seel. Sohn & Co
Germany
$297K +$25.4K +45 +9%
WA
361
Wealth Alliance
New York
$296K -$14.7K -26 -4%
CG
362
Cynosure Group
Utah
$295K -$33.3K -59 -10%
ILI
363
Invesco LLC (Illinois)
Illinois
$289K -$9.02K -16 -3%
AO
364
Advisor OS
Illinois
$287K -$298K -528 -49%
ST
365
Somerset Trust
Pennsylvania
$285K -$1.13K -2 -0.4%
GSEP
366
Golden State Equity Partners
California
$278K -$127K -225 -30%
SSA
367
Schonfeld Strategic Advisors
New York
$275K +$41.2K +73 +16%
ISWM
368
Independent Solutions Wealth Management
New York
$275K -$9.58K -17 -3%
APP
369
Avantax Planning Partners
Iowa
$271K -$32.1K -57 -10%
QEI
370
QSV Equity Investors
Illinois
$271K +$1.13K +2 +0.4%
HFO
371
Heritage Family Offices
Arizona
$268K -$9.58K -17 -3%
APWM
372
Argonautica Private Wealth Management
Massachusetts
$268K +$19.2K +34 +7%
SCA
373
Stonebridge Capital Advisors
Minnesota
$266K
KWM
374
KFG Wealth Management
Indiana
$266K +$36.6K +65 +15%
CA
375
Clearstead Advisors
Ohio
$266K -$64.8K -115 -19%