We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1051
Able Wealth Management
New Jersey
$246K +$12.5K +65 +5%
FFA
1052
First Foundation Advisors
California
$244K +$21.8K +113 +10%
AOWM
1053
Alpha Omega Wealth Management
Virginia
$244K
VIP
1054
Vista Investment Partners
Oklahoma
$243K -$13.3K -69 -5%
FCP
1055
Fidelis Capital Partners
Florida
$243K -$135K -701 -36%
CT
1056
Coastline Trust
Rhode Island
$243K
ACP
1057
Aviance Capital Partners
Florida
$243K +$241K +1,250 New
SAMT
1058
Select Asset Management & Trust
Pennsylvania
$243K
VPP
1059
Vertex Planning Partners
Illinois
$242K -$12K -62 -5%
SFS
1060
Strategic Financial Services
New York
$242K
WC
1061
Waterloo Capital
Texas
$241K +$4.24K +22 +2%
CFS
1062
Commonwealth Financial Services
West Virginia
$237K
MF
1063
Magnetar Financial
Illinois
$237K +$235K +1,217 New
MIA
1064
MainStreet Investment Advisors
Illinois
$236K +$234K +1,212 New
DBRC
1065
D.B. Root & Company
Pennsylvania
$234K +$232K +1,205 New
IP
1066
Ignite Planners
California
$234K -$33.6K -174 -13%
GCP
1067
Gill Capital Partners
Colorado
$234K +$1.54K +8 +0.7%
GWANC
1068
Guardian Wealth Advisors (North Carolina)
North Carolina
$233K -$51.3K -266 -18%
HAFS
1069
Hapanowicz & Associates Financial Services
Pennsylvania
$233K
Nomura Holdings
1070
Nomura Holdings
Japan
$233K -$353K -1,829 -60%
GCM
1071
Gallacher Capital Management
Colorado
$232K -$311K -1,610 -57%
APP
1072
Avantax Planning Partners
Iowa
$231K +$21.6K +112 +10%
CW
1073
Channel Wealth
California
$231K +$1.93K +10 +0.8%
SWA
1074
Stratos Wealth Advisors
Ohio
$230K -$25.5K -132 -10%
TVWM
1075
Tower View Wealth Management
Wisconsin
$230K -$579K -3,000 -72%