We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PGF
1026
Plan Group Financial
Oklahoma
$154K +$150K +15,361 New
VCP
1027
Verus Capital Partners
Arizona
$154K -$32.6K -3,338 -18%
VWM
1028
Venturi Wealth Management
Texas
$153K +$126K +12,865 +534%
GAM
1029
GEM Asset Management
Michigan
$153K +$150K +15,390 New
IC
1030
Iconiq Capital
California
$153K +$149K +15,245 New
SC
1031
Stephens Consulting
Michigan
$153K – – –
CFG
1032
Citizens Financial Group
Rhode Island
$152K +$37.5K +3,839 +34%
WSFS
1033
Wilmington Savings Fund Society
Delaware
$152K +$8.45K +865 +6%
CAS
1034
Coppell Advisory Solutions
Texas
$152K -$37.2K -3,805 -20%
PL
1035
Plancorp LLC
Missouri
$151K -$15.4K -1,576 -9%
SFC
1036
Summit Financial Consulting
Michigan
$151K +$147K +15,051 New
AWA
1037
AGH Wealth Advisors
Kansas
$151K -$899 -92 -0.6%
CFD
1038
Creative Financial Designs
Indiana
$150K -$96K -9,826 -40%
UWP
1039
Uniting Wealth Partners
Kansas
$150K – – –
FIM
1040
Freedom Investment Management
Connecticut
$150K +$7.45K +763 +5%
SFG
1041
SNS Financial Group
Minnesota
$150K -$7.4K -758 -5%
T
1042
Tableaux
Massachusetts
$149K – – –
GW
1043
Griffith & Werner
Georgia
$149K – – –
Lazard Asset Management
1044
Lazard Asset Management
New York
$149K -$147K -15,092 -50%
WMA
1045
Wealth Management Associates
New Jersey
$149K -$9.4K -962 -6%
KMWM
1046
Keudell/Morrison Wealth Management
Oregon
$149K -$9.29K -951 -6%
HC
1047
Headland Capital
South Carolina
$149K +$18.9K +1,932 +15%
SS
1048
Sunbelt Securities
Texas
$148K -$53.5K -5,481 -27%
ITIM
1049
Indiana Trust & Investment Management
Indiana
$147K – – –
TFS
1050
Thoroughbred Financial Services
Tennessee
$147K -$17.3K -1,773 -11%