We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
851
Toth Financial Advisory
Virginia
$615K +$111K +528 +19%
FWP
852
Falcon Wealth Planning
California
$610K -$12.4K -59 -2%
RL
853
Retireful LLC
Michigan
$607K +$699K +3,324 New
MA
854
Mutual Advisors
Nebraska
$606K -$47.7K -227 -7%
DFCM
855
Dark Forest Capital Management
Puerto Rico
$601K +$286K +1,359 +70%
SC
856
Syon Capital
California
$592K +$40.6K +193 +6%
NAS
857
Nicolet Advisory Services
Wisconsin
$592K +$4.21K +20 +0.6%
AI
858
Axecap Investments
Ohio
$590K – – –
FAFN
859
First Affirmative Financial Network
Colorado
$589K -$9.88K -47 -1%
HSA
860
HBK Sorce Advisory
Pennsylvania
$589K +$21.2K +101 +3%
JFL
861
Jarislowsky, Fraser Ltd
Quebec, Canada
$585K – – –
CPRC
862
Consolidated Portfolio Review Corp
New York
$581K +$669K +3,181 New
AWM
863
Aberdeen Wealth Management
Illinois
$581K -$189K -900 -22%
GWP
864
Gen-Wealth Partners
Michigan
$580K -$3.78K -18 -0.6%
TPI
865
Trust Point Inc
Wisconsin
$579K +$15.1K +72 +2%
MA
866
MONECO Advisors
Connecticut
$578K +$74.6K +355 +13%
MGIA
867
Moneta Group Investment Advisors
Missouri
$577K +$50.2K +239 +8%
PCM
868
Parsons Capital Management
Rhode Island
$569K – – –
TNAM
869
Terra Nova Asset Management
New York
$566K -$34.5K -164 -5%
CFP
870
Catalyst Financial Partners
Massachusetts
$559K +$22.1K +105 +4%
BPA
871
Beacon Pointe Advisors
California
$558K -$573K -2,727 -47%
FFM
872
Forum Financial Management
Illinois
$558K -$841 -4 -0.1%
HPC
873
HM Payson & Co
Maine
$557K – – –
PP
874
Patron Partners
Texas
$555K -$210 -1 -0%
AC
875
Avestar Capital
New York
$550K +$104K +497 +20%