We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PMA
751
Prudent Man Advisors
Illinois
$899K -$1.14K -4 -0.1%
CI
752
Cigna Investments
Connecticut
$898K -$14.8K -52 -2%
PCS
753
Personal CFO Solutions
New Jersey
$896K +$26K +91 +3%
GRP
754
Global Retirement Partners
California
$894K -$126K -442 -12%
FHA
755
Flagship Harbor Advisors
Massachusetts
$893K -$139K -488 -14%
PA
756
Paragon Advisors
Texas
$890K -$639K -2,242 -42%
KCM
757
Kanawha Capital Management
Virginia
$889K +$2K +7 +0.2%
PA
758
Parallel Advisors
California
$874K +$55.9K +196 +7%
VVP
759
Venture Visionary Partners
Ohio
$868K -$27.1K -95 -3%
GFS
760
GYL Financial Synergies
Connecticut
$866K -$27.7K -97 -3%
ATPW
761
Ashton Thomas Private Wealth
Arizona
$866K +$1.14K +4 +0.1%
RAM
762
Ramirez Asset Management
New York
$864K +$861K +3,019 New
PP
763
Paloma Partners
Connecticut
$860K +$858K +3,008 New
NIM
764
NEOS Investment Management
Connecticut
$855K +$852K +2,989 New
AAS
765
Avantax Advisory Services
Texas
$855K +$33.9K +119 +4%
RDWM
766
Red Door Wealth Management
Tennessee
$855K +$68.4K +240 +9%
JFG
767
Jefferies Financial Group
New York
$853K -$854K -2,995 -50%
VWA
768
Visionary Wealth Advisors
Illinois
$853K +$114K +399 +15%
DSC
769
Duncker Streett & Co
Missouri
$849K – – –
DJSG
770
D.J. St. Germain
Massachusetts
$845K – – –
CGL
771
Clarius Group LLC
Washington
$841K -$206K -723 -20%
FCA
772
FinTrust Capital Advisors
South Carolina
$837K +$39.4K +138 +5%
SPA
773
Sherbrooke Park Advisers
New York
$835K +$832K +2,918 New
IIM
774
Ipswich Investment Management
Massachusetts
$834K – – –
NFG
775
Nations Financial Group
Iowa
$817K +$200K +702 +33%