We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VFPW
751
Vantage Financial Partners (Wisconsin)
Wisconsin
$928K – – –
GLR
752
Great Lakes Retirement
Ohio
$917K +$328K +1,742 +56%
HIC
753
Holderness Investments Company
North Carolina
$914K – – –
Walleye Trading
754
Walleye Trading
New York
$912K -$12.1M -64,473 -93%
BSA
755
Braun Stacey Associates
New York
$908K – – –
GS
756
GTS Securities
Florida
$900K -$511K -2,713 -36%
IA
757
Intellus Advisors
Florida
$900K – – –
RS
758
R Squared
Hong Kong
$897K -$407K -2,159 -31%
LJHT
759
Laurie J. Hall Trustee
$897K -$47.1K -250 -5%
RC
760
Roundview Capital
New Jersey
$894K -$393K -2,089 -31%
AFG
761
Atomi Financial Group
New York
$883K -$171K -906 -16%
WT
762
Whittier Trust
California
$869K +$76.9K +408 +10%
SHFA
763
SC&H Financial Advisors
Maryland
$868K +$15.8K +84 +2%
WA
764
WBH Advisory
Maryland
$860K -$27.3K -145 -3%
PWM
765
Perigon Wealth Management
California
$859K +$80.8K +429 +10%
BPA
766
Beacon Pointe Advisors
California
$844K +$46.3K +246 +6%
SRS
767
Strong Retirement Solutions
Washington
$842K +$843K +4,475 New
FAT
768
First American Trust
California
$839K -$240K -1,272 -22%
RCIM
769
Red Cedar Investment Management
Michigan
$837K -$880K -4,673 -51%
SEP
770
Southland Equity Partners
Missouri
$837K +$1.51K +8 +0.2%
IWM
771
Iams Wealth Management
Nebraska
$824K +$173K +919 +27%
MG
772
Mather Group
Illinois
$824K +$11.1K +59 +1%
AIA
773
AssuredPartners Investment Advisors
Florida
$813K +$412K +2,185 +102%
BWM
774
BAM Wealth Management
Colorado
$810K -$54.8K -291 -6%
IIA
775
ICW Investment Advisors
Arizona
$807K +$32.2K +171 +4%