We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
901
EP Wealth Advisors
California
$896K -$106K -423 -12%
NW
902
NewEdge Wealth
Pennsylvania
$890K +$143K +570 +20%
CIAS
903
Capital Investment Advisory Services
North Carolina
$880K -$88.6K -354 -10%
KJHP
904
K.J. Harrison & Partners
Ontario, Canada
$875K -$1.38M -5,500 -65%
PMSA
905
Patrick M. Sweeney & Associates
Illinois
$874K
CIA
906
Cladis Investment Advisory
Montana
$869K
NFSG
907
Newbridge Financial Services Group
Florida
$859K +$286K +1,145 +63%
WA
908
WP Advisors
California
$857K -$9.26K -37 -1%
SWM
909
Shelton Wealth Management
Texas
$856K +$268K +1,073 +57%
AL
910
Aspiriant LLC
California
$852K -$46.8K -187 -6%
PWA
911
Prairie Wealth Advisors
Nebraska
$847K +$728K +2,912 New
WIM
912
WealthPlan Investment Management
Nebraska
$845K +$20.5K +82 +3%
SCA
913
St. Clair Advisors
Ohio
$843K -$2.25K -9 -0.3%
MOS
914
MGO One Seven
Ohio
$833K +$1K +4 +0.1%
Jones Financial Companies
915
Jones Financial Companies
Missouri
$833K +$278K +1,112 +63%
SC
916
SRB Corp
Massachusetts
$832K +$718K +2,872 New
CIM
917
CIM Investment Management
Pennsylvania
$829K
HCM
918
Howland Capital Management
Massachusetts
$828K
CWS
919
Confluence Wealth Services
Pennsylvania
$826K +$46.3K +185 +7%
DWT
920
Dorsey & Whitney Trust
South Dakota
$825K -$38.3K -153 -5%
MC
921
Matisse Capital
Oregon
$824K
SG
922
StoneX Group
New York
$823K +$8.51K +34 +1%
KA
923
Kintegral Advisory
New York
$823K -$2.25K -9 -0.3%
AW
924
Apricus Wealth
South Carolina
$821K -$156K -625 -18%
PWMAG
925
Pinnacle Wealth Management Advisory Group
New Jersey
$821K -$29.8K -119 -4%