We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1326
Baystate Wealth Management
Massachusetts
$713K +$1.56K +12 +0.2%
FFN
1327
Focus Financial Network
Minnesota
$713K -$1.52M -11,692 -68%
EMG
1328
ETF Managers Group
New Jersey
$712K +$24.3K +186 +4%
PL
1329
Plancorp LLC
Missouri
$711K -$8.22K -63 -1%
OAM
1330
Oak Asset Management
California
$709K -$6.13K -47 -0.9%
RAM
1331
Roanoke Asset Management
New Jersey
$708K – – –
HFS
1332
Heritage Financial Services
Massachusetts
$706K +$38.9K +298 +6%
RWP
1333
RWA Wealth Partners
Massachusetts
$705K +$28.3K +217 +4%
RG
1334
Retirement Group
California
$705K +$341K +2,614 +26%
KNW
1335
Kesler Norman & Wride
Utah
$704K +$3.78K +29 +0.5%
B
1336
Barings
North Carolina
$703K -$363K -2,782 -34%
LFA
1337
Legacy Financial Advisors
Kentucky
$703K +$441K +3,378 +167%
TFS
1338
TrustCore Financial Services
Tennessee
$699K +$19.2K +147 +3%
H
1339
HoyleCohen
California
$699K +$37.3K +286 +6%
CPA
1340
Cowen Prime Advisors
New York
$698K – – –
CFA
1341
Capstone Financial Advisors
Illinois
$698K +$5.87K +45 +0.8%
BB
1342
Berkshire Bank
Massachusetts
$696K +$22.7K +174 +3%
ACS
1343
Archford Capital Strategies
Illinois
$695K +$145K +1,115 +26%
Los Angeles Capital Management
1344
Los Angeles Capital Management
California
$694K +$69K +529 +11%
WP
1345
WealthShield Partners
North Carolina
$691K -$489K -3,751 -41%
P
1346
Pitcairn
Pennsylvania
$691K -$466K -3,576 -40%
SWA
1347
SFMG Wealth Advisors
Texas
$690K -$12.9K -99 -2%
CBA
1348
Coastal Bridge Advisors
Connecticut
$690K +$3.13K +24 +0.5%
NCM
1349
NCM Capital Management
New Jersey
$689K -$39.8K -305 -5%
SIA
1350
Schechter Investment Advisors
Michigan
$689K +$218K +1,671 +46%