We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PGA
901
Portland Global Advisors
Maine
$574K
RIL
902
Rothschild Investment LLC
Illinois
$571K +$23.7K +111 +4%
TNA
903
True North Advisors
Texas
$569K +$137K +642 +30%
HSA
904
HBK Sorce Advisory
Pennsylvania
$568K -$24.3K -114 -4%
CIA
905
Capital Investment Advisors
Georgia
$559K -$40.4K -189 -6%
QCIG
906
Quad-Cities Investment Group
Iowa
$555K
AM
907
AGF Management
Ontario, Canada
$554K -$19.2K -90 -3%
TWA
908
TCI Wealth Advisors
Arizona
$554K +$427 +2 +0.1%
FAM
909
Formidable Asset Management
Ohio
$551K -$61.7K -289 -10%
RWM
910
Revisor Wealth Management
Ohio
$549K -$36.9K -173 -6%
PWS
911
Proactive Wealth Strategies
Georgia
$547K +$1.07K +5 +0.2%
KF
912
Krilogy Financial
Missouri
$546K +$627K +2,938 New
PW
913
PUREfi Wealth
Massachusetts
$546K +$4.06K +19 +0.7%
AF
914
Advisornet Financial
Minnesota
$546K
RE
915
Rydar Equities
Texas
$544K +$66K +309 +13%
SG
916
StoneX Group
New York
$544K +$120K +564 +27%
FWP
917
Falcon Wealth Planning
California
$543K -$44K -206 -7%
GAG
918
GM Advisory Group
New York
$539K +$35.2K +165 +7%
WH
919
Willner & Heller
California
$536K +$1.28K +6 +0.2%
GFP
920
Gryphon Financial Partners
Ohio
$533K -$7.47K -35 -1%
SFA
921
Souders Financial Advisors
Ohio
$533K -$36.9K -173 -6%
JSA
922
Jacobson & Schmitt Advisors
Wisconsin
$532K
AWM
923
Accurate Wealth Management
Florida
$532K +$32.7K +153 +6%
RCA
924
Resonant Capital Advisors
Wisconsin
$531K +$103K +483 +23%
BWM
925
Baron Wealth Management
Michigan
$531K -$75.8K -355 -12%