We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
826
BDO Wealth Advisors
Florida
$519K +$12.1K +84 +2%
VCA
827
Verdence Capital Advisors
Maryland
$519K +$43.1K +299 +9%
CFFP
828
Center for Financial Planning
Michigan
$515K
MIC
829
Means Investment Company
Maine
$515K +$1.87K +13 +0.4%
CW
830
CreativeOne Wealth
Kansas
$513K +$62.8K +436 +14%
FFN
831
Focus Financial Network
Minnesota
$505K +$259K +1,800 +112%
QIM
832
Quantitative Investment Management
Virginia
$502K +$146K +1,014 +43%
GJIC
833
Gamble Jones Investment Counsel
California
$500K
RTC
834
Riverview Trust Company
Washington
$499K
MNBTD
835
Moody National Bank Trust Division
Texas
$499K +$13.7K +95 +3%
CT
836
Coastline Trust
Rhode Island
$494K -$14.4K -100 -3%
PK
837
Pflug Koory
Nebraska
$493K +$15.9K +110 +3%
RIM
838
Regent Investment Management
Kentucky
$491K -$2.88K -20 -0.6%
IWC
839
Integrated Wealth Concepts
Massachusetts
$491K +$42.2K +293 +10%
DBIA
840
Dumont & Blake Investment Advisors
New Jersey
$490K +$2.16K +15 +0.5%
SWA
841
Stratos Wealth Advisors
Ohio
$487K +$110K +761 +30%
SS
842
Simplicity Solutions
Minnesota
$484K +$103K +718 +28%
JCM
843
Jacobi Capital Management
Pennsylvania
$481K +$11K +76 +2%
CAM
844
Covenant Asset Management
New Jersey
$480K +$65.9K +457 +16%
HT
845
Heritage Trust
Oklahoma
$479K -$21.8K -151 -4%
RIA
846
Realta Investment Advisors
Delaware
$479K +$51.7K +359 +12%
DMBA
847
Deseret Mutual Benefit Administrators
Utah
$478K +$465K +3,224 New
GIA
848
Guyasuta Investment Advisors
Pennsylvania
$468K
KA
849
Kovack Advisors
Florida
$468K +$86.6K +601 +23%
LWM
850
Laidlaw Wealth Management
New York
$467K +$48.7K +338 +12%