We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IA
476
IFP Advisors
Florida
$461K +$29K +470 +7%
MEG
477
Millstone Evans Group
Colorado
$461K – – –
GI
478
GAMMA Investing
California
$460K +$85.7K +1,388 +22%
BCG
479
BayBridge Capital Group
California
$457K -$3.77K -61 -0.8%
BFA
480
Brown Financial Advisors
Ohio
$452K +$462K +7,477 New
RFG
481
REAP Financial Group
Texas
$450K +$460K +7,454 New
WAG
482
Wilkerson Advisory Group
Missouri
$443K +$453K +7,332 New
CG
483
Cynosure Group
Utah
$442K +$452K +7,316 New
KPWS
484
Kestra Private Wealth Services
Texas
$439K -$33.5K -543 -7%
NP
485
NorthRock Partners
Minnesota
$438K -$50.2K -813 -10%
SCA
486
STALEY CAPITAL ADVISERS
Pennsylvania
$438K – – –
TWP
487
Tower Wealth Partners
Pennsylvania
$427K +$5.5K +89 +1%
Jones Financial Companies
488
Jones Financial Companies
Missouri
$426K +$54.1K +876 +14%
MWM
489
Modera Wealth Management
New Jersey
$425K +$1.54K +25 +0.4%
VI
490
Versor Investments
New York
$425K +$1.73K +28 +0.4%
SAM
491
Satovsky Asset Management
New York
$423K +$432K +7,000 New
AWM
492
AE Wealth Management
Kansas
$419K +$72.8K +1,179 +20%
WCA
493
Waratah Capital Advisors
Ontario, Canada
$418K – – –
CTA
494
Chesley Taft & Associates
Illinois
$417K +$22.7K +367 +6%
WP
495
Woodline Partners
California
$416K +$426K +6,891 New
ACM
496
Advisors Capital Management
New Jersey
$415K +$4.94K +80 +1%
BFA
497
Brendel Financial Advisors
New Hampshire
$411K -$19.7K -319 -4%
CIM
498
Cambria Investment Management
California
$410K -$19.5K -315 -4%
WAM
499
Watershed Asset Management
California
$405K +$414K +6,709 New
UCI
500
Uncommon Cents Investing
Wisconsin
$403K -$10.8K -175 -3%