We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AP
601
Advisor Partners
California
$559K -$8.74K -54 -2%
APP
602
Avantax Planning Partners
Iowa
$556K +$41.4K +256 +8%
GCA
603
Gideon Capital Advisors
New York
$549K +$213K +1,317 +68%
EI
604
EDMP Inc
Florida
$548K -$8.9K -55 -2%
BAM
605
Belpointe Asset Management
Nevada
$545K +$525K +3,243 New
BF
606
BOK Financial
Oklahoma
$543K +$18.9K +117 +4%
GCAC
607
Guardian Capital Advisors (Canada)
Ontario, Canada
$542K +$17.8K +110 +4%
MWM
608
Mission Wealth Management
California
$540K -$93.9K -580 -15%
ACM
609
Alethea Capital Management
Washington
$538K -$80.9K -500 -14%
NIMI
610
Natixis Investment Managers International
France
$538K +$518K +3,201 New
OAM
611
Oxford Asset Management
United Kingdom
$533K +$513K +3,172 New
NSIM
612
North Star Investment Management
Illinois
$531K +$25.9K +160 +5%
FCAG
613
First Capital Advisors Group
New Jersey
$526K -$218K -1,345 -30%
SPC
614
Sigma Planning Corp
Michigan
$526K
PIM
615
Penobscot Investment Management
Massachusetts
$518K -$14.6K -90 -3%
HA
616
Harfst & Associates
Wyoming
$514K +$485 +3 +0.1%
AI
617
Atria Investments
North Carolina
$512K +$130K +806 +36%
NPC
618
National Planning Corporation
California
$506K -$213K -1,314 -30%
SACTSONJ
619
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$504K
HW
620
Hancock Whitney
Mississippi
$501K -$119K -738 -20%
Cetera Investment Advisers
621
Cetera Investment Advisers
Illinois
$494K +$22.8K +141 +5%
KTC
622
Kistler-Tiffany Companies
Pennsylvania
$491K +$324 +2 +0.1%
SFSIG
623
San Francisco Sentry Investment Group
California
$487K +$5.66K +35 +1%
SFWA
624
Summit Financial Wealth Advisors
Louisiana
$484K -$88.4K -546 -16%
IP
625
Intellectus Partners
California
$480K +$14.1K +87 +3%