We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PWG
326
Portside Wealth Group
Utah
$268K +$69.9K +2,485 +32%
VFA
327
Valeo Financial Advisors
Indiana
$267K -$183K -6,493 -39%
LSWM
328
Lorne Steinberg Wealth Management
Canada
$267K – – –
EC
329
EntryPoint Capital
New York
$264K +$285K +10,135 New
NAM
330
NTV Asset Management
West Virginia
$263K – – –
OFG
331
Oxford Financial Group
Indiana
$263K -$5.4K -192 -2%
DCM
332
DGS Capital Management
New Jersey
$262K -$71.3K -2,534 -20%
EA
333
Emerald Advisors
Washington
$260K +$36.5K +1,298 +15%
CIM
334
Contravisory Investment Management
Massachusetts
$259K -$9.14K -325 -3%
ACM
335
Alta Capital Management
Utah
$257K +$278K +9,879 New
LCGC
336
Legacy Capital Group California
California
$257K -$9.14K -325 -3%
BFA
337
Brown Financial Advisors
Ohio
$256K +$277K +9,831 New
HIP
338
HUB Investment Partners
Texas
$254K +$274K +9,742 New
SP
339
SmartHarvest Portfolios
Washington
$252K -$25K -888 -8%
MC
340
Moors & Cabot
Massachusetts
$251K -$19.1K -680 -7%
DE
341
Diversified Enterprises
Delaware
$246K -$13.6K -482 -5%
Vontobel Holding
342
Vontobel Holding
Switzerland
$246K – – –
IA
343
Invested Advisors
Pennsylvania
$245K +$3.83K +136 +1%
CBU
344
CIBC Bancorp USA
Illinois
$245K +$264K +9,389 New
FMI
345
Frec Markets Inc
California
$244K +$264K +9,373 New
IWM
346
IHT Wealth Management
Illinois
$239K -$10.7K -382 -4%
AWA
347
Argos Wealth Advisors
California
$236K – – –
NRC
348
New Republic Capital
North Carolina
$235K -$141K -4,997 -36%
SCA
349
Snowden Capital Advisors
New York
$235K -$181K -6,446 -42%
PPC
350
Park Place Capital
Alabama
$227K – – –