We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1026
SFE Investment Counsel
California
$234K +$212K +842 New
PWM
1027
Pines Wealth Management
North Carolina
$234K +$214K +850 New
SB
1028
Strategic Blueprint
Georgia
$231K -$101K -404 -33%
CSP
1029
Cary Street Partners
Virginia
$231K -$51.2K -204 -20%
LRIA
1030
Leonard Rickey Investment Advisors
Washington
$229K -$63.3K -252 -24%
IFWM
1031
Institute for Wealth Management
Colorado
$229K +$207K +824 New
HA
1032
Huntleigh Advisors
Missouri
$229K +$207K +824 New
CAM
1033
Cidel Asset Management
Ontario, Canada
$229K +$206K +822 New
CF
1034
Convergence Financial
Missouri
$228K +$206K +821 New
BBA
1035
BLB&B Advisors
Pennsylvania
$227K +$205K +815 New
TFA
1036
Tranquilli Financial Advisor
New Jersey
$226K +$204K +813 New
DWP
1037
Daymark Wealth Partners
Ohio
$226K +$204K +813 New
IB
1038
Intrust Bank
Kansas
$225K +$203K +810 New
NA
1039
Note Advisors
New York
$223K +$202K +803 New
AFT
1040
Alpha Family Trust
California
$222K +$201K +800 New
FHC
1041
First Heartland Consultants
Missouri
$222K +$200K +797 New
B
1042
Bailard
California
$219K +$198K +788 New
WFA
1043
Wellspring Financial Advisors
Ohio
$218K +$197K +785 New
AF
1044
Advisornet Financial
Minnesota
$218K
Capstone Investment Advisors
1045
Capstone Investment Advisors
New York
$217K -$181K -719 -48%
Walleye Capital
1046
Walleye Capital
New York
$217K -$118K -470 -38%
SWP
1047
Stratos Wealth Partners
Ohio
$217K -$32.4K -129 -14%
UF
1048
Univest Financial
Pennsylvania
$216K +$195K +778 New
Empower Advisory Group
1049
Empower Advisory Group
Colorado
$216K -$54.5K -217 -22%
VCM
1050
Versant Capital Management
Arizona
$216K -$34.2K -136 -15%