We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
701
IHT Wealth Management
Illinois
$205K +$209K +773 New
IFS
702
Ifrah Financial Services
Arkansas
$200K -$10K -37 -5%
EWA
703
EverSource Wealth Advisors
Alabama
$194K +$68.7K +254 +53%
LIA
704
Luken Investment Analytics
Tennessee
$185K – – –
AG
705
AmeriFlex Group
Nevada
$185K +$189K +700 New
BIG
706
Brooklyn Investment Group
New York
$185K +$24.3K +90 +15%
FP
707
Financial Perspectives
Minnesota
$179K – – –
Fuller & Thaler Asset Management
708
Fuller & Thaler Asset Management
California
$179K – – –
PS
709
Principal Securities
Iowa
$171K – – –
Lazard Asset Management
710
Lazard Asset Management
New York
$169K -$461K -1,703 -73%
CT
711
Caldwell Trust
Florida
$164K – – –
SS
712
Sunbelt Securities
Texas
$163K +$1.89K +7 +1%
PTC
713
Private Trust Company
Ohio
$161K +$2.71K +10 +2%
FFWM
714
Future Financial Wealth Management
Ohio
$159K – – –
FHA
715
First Horizon Advisors
Tennessee
$157K +$3.52K +13 +2%
PCM
716
Penserra Capital Management
California
$154K -$76.3K -282 -32%
GIM
717
Generali Investments Management
Slovenia
$149K – – –
AF
718
Allworth Financial
California
$149K +$51.9K +192 +53%
CF
719
Canoe Financial
Alberta, Canada
$149K +$86.3K +319 +131%
IA
720
IFP Advisors
Florida
$145K -$11.9K -44 -7%
NEWAS
721
N.E.W. Advisory Services
Wisconsin
$144K +$147K +544 New
C
722
Covestor
United Kingdom
$141K -$41.4K -153 -22%
PPC
723
Park Place Capital
Alabama
$129K -$5.68K -21 -4%
TWD
724
True Wealth Design
Ohio
$124K +$106K +391 +514%
DMBA
725
Deseret Mutual Benefit Administrators
Utah
$122K +$17K +63 +16%