We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IHL
501
Investment House LLC
California
$246K
EFA
502
Evernest Financial Advisors
Indiana
$245K
SPC
503
Sigma Planning Corp
Michigan
$245K -$19.9K -63 -7%
IWM
504
IHT Wealth Management
Illinois
$244K +$269K +853 New
CM
505
Capula Management
Cayman Islands
$240K +$264K +837 New
BWP
506
Bernardo Wealth Planning
Pennsylvania
$238K
EI
507
Ellevest Inc
New York
$238K -$181K -575 -41%
CFSG
508
Community Financial Services Group
Vermont
$237K -$17.3K -55 -6%
WI
509
WrapManager Inc
California
$235K -$108K -344 -30%
KBC Group
510
KBC Group
Belgium
$235K
PCM
511
Parsons Capital Management
Rhode Island
$234K
WKSWA
512
White Knight Strategic Wealth Advisors
New Jersey
$233K
DAS
513
Diversify Advisory Services
Utah
$232K +$23K +73 +10%
PIC
514
Portland Investment Counsel
Ontario, Canada
$230K +$252K +800 New
TSS
515
Two Sigma Securities
New York
$226K -$824K -2,613 -77%
AGC
516
Aspen Grove Capital
Colorado
$226K -$6.31K -20 -2%
Kovitz Investment Group Partners
517
Kovitz Investment Group Partners
Illinois
$226K +$266K +844 New
FWM
518
Forza Wealth Management
Florida
$216K
EWS
519
Eagle Wealth Strategies
New Jersey
$215K -$631 -2 -0.3%
MA
520
Mutual Advisors
Nebraska
$215K +$71.9K +228 +31%
SBIA
521
Sheaff Brock Investment Advisors
Indiana
$213K
IA
522
IFP Advisors
Florida
$212K
CAG
523
Csenge Advisory Group
Florida
$212K +$17.3K +55 +8%
FCI
524
Financial Counselors Inc
Kansas
$212K +$18.9K +60 +9%
AAM
525
Aureus Asset Management
Massachusetts
$209K