We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
APP
1076
Avantax Planning Partners
Iowa
$3.46M -$160K -3,284 -5%
GVAG
1077
Great Valley Advisor Group
Delaware
$3.46M +$922K +18,872 +40%
PMEF
1078
Point72 Middle East FZE
United Arab Emirates
$3.45M +$935K +19,145 +41%
SWP
1079
Strategic Wealth Partners
Ohio
$3.45M +$720K +14,747 +29%
SIA
1080
Schechter Investment Advisors
Michigan
$3.45M +$69.6K +1,425 +2%
Empower Advisory Group
1081
Empower Advisory Group
Colorado
$3.45M +$3.22M +65,950 New
PWA
1082
Phoenix Wealth Advisors
North Carolina
$3.45M +$53.7K +1,099 +2%
RGI
1083
River Global Investors
United Kingdom
$3.44M +$941K +19,260 +41%
SIAG
1084
Signet Investment Advisory Group
Rhode Island
$3.44M -$5.18K -106 -0.2%
3IP
1085
3Chopt Investment Partners
Virginia
$3.44M +$24K +491 +0.8%
NFG
1086
Nations Financial Group
Iowa
$3.43M +$214K +4,372 +7%
SWM
1087
Scissortail Wealth Management
Oklahoma
$3.43M -$3.44M -70,373 -52%
TFA
1088
Transamerica Financial Advisors
Florida
$3.41M +$1.21M +24,795 +61%
LTI
1089
Laffer Tengler Investments
Tennessee
$3.41M +$143K +2,924 +5%
BFPW
1090
BOK Financial Private Wealth
Colorado
$3.4M +$21.7K +445 +0.7%
DWM
1091
Dakota Wealth Management
Florida
$3.39M +$243K +4,975 +8%
BCM
1092
Birch Capital Management
Texas
$3.38M +$1.07M +21,935 +51%
HSA
1093
HBK Sorce Advisory
Pennsylvania
$3.38M -$2.94M -60,159 -48%
SDIC
1094
South Dakota Investment Council
South Dakota
$3.37M
HNW
1095
High Note Wealth
Minnesota
$3.37M +$25.6K +524 +0.8%
WHG
1096
Westwood Holdings Group
Texas
$3.36M +$580K +11,872 +23%
BAM
1097
Boyar Asset Management
New York
$3.36M -$39.8K -814 -1%
FIM
1098
Freedom Investment Management
Connecticut
$3.34M +$544K +11,146 +21%
AC
1099
Asio Capital
Kentucky
$3.33M +$115K +2,358 +4%
HDIM
1100
Hanson & Doremus Investment Management
Vermont
$3.32M -$798K -16,346 -20%