We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
926
AUA Capital Management
Pennsylvania
$387K +$64.9K +325 +20%
GIA
927
Gateway Investment Advisers
Ohio
$384K -$9.19K -46 -2%
SCM
928
Shelton Capital Management
Colorado
$380K -$40K -200 -10%
HB
929
Horizon Bancorp
Indiana
$380K +$29.2K +146 +8%
CLOS
930
Compagnie Lombard Odier SCmA
Switzerland
$380K +$123K +616 +48%
LSAG
931
Lake Street Advisors Group
New Hampshire
$379K -$599 -3 -0.2%
SW
932
StrongBox Wealth
Missouri
$377K +$111K +556 +42%
SWA
933
Sutton Wealth Advisors
Florida
$374K +$24.2K +121 +7%
MC
934
Moors & Cabot
Massachusetts
$372K -$25.8K -129 -6%
IC
935
IEQ Capital
California
$371K +$131K +658 +55%
CTC
936
Central Trust Company
Missouri
$370K -$154K -770 -29%
WA
937
Wealth Alliance
New York
$366K -$11.2K -56 -3%
BJL
938
Brighton Jones LLC
Washington
$364K +$26.2K +131 +8%
BWP
939
BSW Wealth Partners
Colorado
$361K +$48.2K +241 +15%
FA
940
FCG Advisors
New Jersey
$360K -$2K -10 -0.6%
AAS
941
Annex Advisory Services
Wisconsin
$357K +$357K +1,788 New
IAA
942
Independent Advisor Alliance
North Carolina
$356K +$12.2K +61 +4%
CAL
943
Capital Analysts LLC
Pennsylvania
$353K +$301K +1,505 +574%
WWM
944
Western Wealth Management
Colorado
$351K -$76.3K -382 -18%
HWM
945
HighMark Wealth Management
Minnesota
$351K -$2.8K -14 -0.8%
UR
946
USCA RIA
Texas
$350K – – –
OR
947
Olympiad Research
Connecticut
$350K +$350K +1,751 New
H
948
HoyleCohen
California
$348K – – –
AF
949
Affiance Financial
Minnesota
$346K – – –
MFG
950
Menard Financial Group
Texas
$345K +$37.6K +188 +12%