We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
726
AssetMark Inc
California
$15K -$7.54K -162 -34%
JA
727
JOYN Advisors
Georgia
$15K +$14.5K +312 New
MCWS
728
McKinley Carter Wealth Services
West Virginia
$14K +$13K +280 New
NWM
729
Northwest Wealth Management
Iowa
$14K +$13.1K +281 New
CA
730
Crewe Advisors
Utah
$13K -$9.27K -199 -43%
SAM
731
Shamrock Asset Management
Texas
$13K – – –
PGWM
732
Parisi Gray Wealth Management
New Jersey
$13K +$47 +1 +0.4%
MWM
733
MinichMacGregor Wealth Management
New York
$13K +$93 +2 +0.7%
FGC
734
Financial Gravity Companies
Texas
$13K +$2.05K +44 +20%
JFA
735
JNBA Financial Advisors
Minnesota
$13K +$7.5K +161 +164%
FGAM
736
Financial Gravity Asset Management
Texas
$13K +$12.2K +263 New
FWM
737
Focused Wealth Management
New York
$12K -$26.4K -566 -70%
APSP
738
Asset Planning Services (Pennsylvania)
Pennsylvania
$12K -$15.6K -335 -58%
GI
739
Gradient Investments
Minnesota
$12K – – –
MMG
740
Monetary Management Group
Missouri
$12K – – –
IFAM
741
Institutional & Family Asset Management
Colorado
$12K +$11.2K +240 New
ACS
742
Archford Capital Strategies
Illinois
$12K +$12.7K +272 New
OPWM
743
Oak Point Wealth Management
Michigan
$11K – – –
PFBT
744
Parkside Financial Bank & Trust
Missouri
$11K – – –
SIAS
745
Shine Investment Advisory Services
Colorado
$11K – – –
TC
746
Trilogy Capital
California
$11K +$10.2K +220 New
OFS
747
Orrstown Financial Services
Pennsylvania
$10K -$1.49K -32 -13%
FRA
748
Front Row Advisors
California
$10K -$140 -3 -1%
CB
749
CNB Bank
Pennsylvania
$10K – – –
MFBTD
750
MB Financial Bank - Trust Department
Illinois
$10K – – –