We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
401
Johnson Investment Counsel
Ohio
$815K -$1.64K -11 -0.2%
RIA
402
Regal Investment Advisors
Michigan
$813K +$764K +5,122 New
VFA
403
Voya Financial Advisors
Connecticut
$812K -$145K -969 -16%
PP
404
Pegasus Partners
Wisconsin
$806K +$91.9K +616 +14%
AWP
405
Accretive Wealth Partners
New Jersey
$801K +$752K +5,045 New
SSA
406
Schonfeld Strategic Advisors
New York
$794K +$746K +5,000 New
TA
407
Tiedemann Advisors
New York
$793K -$597 -4 -0.1%
WA
408
Wealth Alliance
New York
$781K +$66.5K +446 +10%
SFSIG
409
San Francisco Sentry Investment Group
California
$777K -$14.9K -100 -2%
CNC
410
Canandaigua National Corp
New York
$771K -$7.31K -49 -1%
AC
411
Avestar Capital
New York
$765K -$535K -3,586 -43%
FANJ
412
Financial Architects (New Jersey)
New Jersey
$761K +$2.39K +16 +0.3%
BAM
413
Burgundy Asset Management
Ontario, Canada
$752K
PA
414
Profund Advisors
Maryland
$744K +$67.7K +454 +11%
IWC
415
Integrated Wealth Concepts
Massachusetts
$726K +$20.1K +135 +3%
CAM
416
Cresset Asset Management
Illinois
$724K +$9.39K +63 +1%
LFAS
417
Level Four Advisory Services
Texas
$721K -$203K -1,361 -23%
Pacer Advisors
418
Pacer Advisors
Pennsylvania
$721K -$154K -1,032 -19%
LKIM
419
Lawson Kroeker Investment Management
Nebraska
$712K -$14.9K -100 -2%
CCM
420
Covington Capital Management
California
$711K -$18.6K -125 -3%
FNT
421
First National Trust
Pennsylvania
$711K -$17.9K -120 -3%
BFEC
422
Benjamin F. Edwards & Company
Missouri
$709K -$40.9K -274 -6%
SWM
423
Salvus Wealth Management
New Jersey
$708K +$638K +4,279 New
FG
424
Fiduciary Group
Georgia
$706K -$43.5K -292 -6%
TC
425
TownSquare Capital
Utah
$701K +$658K +4,415 New